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Next Phase Financial Blog

View the latest blog posts from Next Phase Financial.

Thursday, May 25, 2017

Did You Know There are Many Different Annuities?

Annuities Help you Navigate Your Retirement Needs! Consumer Affairs Breaks them down like this -  Fixed Annuity A fixed annuity sets a guaranteed payout for the rest of the beneficiary's life. Fixed annuities can provide predictability and a steady income during retirement. READ MORE >>

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Thursday, March 16, 2017

Happy St. Patrick's Day - Saving Your Gold Strategies!

 From Our Crew at Next Phase Financial - Have a Happy Green Day  Now when you are finished wearing green and drinking green beverages this weekend ..........Call us to talk about SAVING SOME GREEN for your retirement! Contact us to see how Lucky we can Make YOU! READ MORE >>

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Thursday, February 16, 2017

Free 2017 Key Financial Data Report

Welcome to February!! What awesome weather we have had here in NC! Pretty soon these beautiful Tulips will be sticking their heads out for all to see.      It is also Tax Time and Next Phase Financial has a handy "Key Financial Data" Report that will give you Quick Info for 2017 for: READ MORE >>

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Tuesday, January 17, 2017

Monthly Mailbox Money!!

Does your Retirement include receiving "Monthly Mailbox Money?"   Well - 2017 is here and in full swing. We are here to help you get ready for your adventures this year and beyond!   I  wanted to remind  you  -  Here  at  Next  Phase  Financial.. READ MORE >>

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Friday, December 16, 2016

Merry Christmas and Happy New Year!

Hope the Holidays find you having fun with family and friends. From our Crew to Yours Have a Merry Merry!!!Next Phase Financial     The Safe Money Guys! READ MORE >>

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Tuesday, November 22, 2016

Happy Thanksgiving from the Safe Money Guys!

We hope you take some time & reflect on your family and blessings at this Thankful time of year.  Here is a great Sweet Treat Receipt to share with those loved ones - we like it! Enjoy!!! Tiny Pecan Tarts   From the Safe Money Guys at Next Phase Financial - Have a great Holiday! READ MORE >>

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Monday, October 31, 2016

Healthy Halloween Treats or No???

 Healthy Happy Halloween Treats?????Naaaaaaaaaaaaaaaaaaaaaa!!!!!Lets Go for the Chocolate and FunHappy Halloween from all of us at          Next Phase Financial!!Contact us for some Spooktacular Ideas for your Retirement!!  READ MORE >>

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Friday, September 16, 2016

Medicare Open Enrollment is Here!!

Medicare Open Enrollment is just around the corner. Do you know your options? Are you just getting started with Medicare? There are several parts to medicare and it can be very confusing. Know the important time frames. Don't get penalized for not knowing!!! Medicare. READ MORE >>

Thursday, August 18, 2016

Life Decisions Affecting Your Retirement!!

  Are you making Life Decisions Currently that may Adversely Affect your Retirement Dramatically? Key decisions now could affect how your retirement years unfold. Some of those decision could help or hinder how you live out your golden years for you and your family. READ MORE >>

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Friday, July 15, 2016

Looking for a Guaranteed Income Stream?.....Something you Can Rely On, No matter What !

If you are concerned about outliving your savings, perhaps an income annuity will fit your needs. An annuity can offer a guaranteed lifetime income that you can’t outlive. Fixed income annuities are offered with a number of payment options, allowing you to structure payouts according to your financial goals and objectives. READ MORE >>

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