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Next Phase Financial Blog: retirement
View the latest blog posts from Next Phase Financial.
Thursday, March 16, 2017 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 >>
Thursday, February 16, 2017Welcome 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 >>
Monday, October 31, 2016 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 >>
Thursday, August 18, 2016 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 >>
Thursday, June 16, 2016A tax-deferred annuity is a long-term investment option that can give you stability and guaranteed income in retirement. An annuity is one of many products offered by an insurance company. So the same company you trust with your life insurance can also help you with retirement planning. READ MORE >>
Friday, April 15, 2016You could have Uninsured gap for several months if you are not careful!! You have three months before your 65th Birth Month and three months after to do your "Initial Enrollment Period" If you enroll in the last 4 months of your enrollment period - your actual Coverage will start 3 months after your enrollment. READ MORE >>
Monday, March 7, 2016Congratulations to our own Rodger Dawson for receiving his accreditation as a National Social Security Advisor NSSA® for extensive study in the area of Social Security Retirement Benefits and Advanced Claiming Strategies. READ MORE >>
Monday, February 15, 2016Our Message today …..is to ….. Educate the Masses on Social Security! Next Phase Financial and its staff have started to go out into the community and spread the message ….. The message is Social Security Retirement Benefits and how they represent a vitally important role in your retirement years. READ MORE >>
Tuesday, September 29, 2015Have you heard this term yet? ….. “SOCIAL INSURANCE PROGRAMS” ….. Those who use this term are referring to Social Security, Medicare or perhaps Medicaid. Today, I want to focus on Social Security. Maximizing Social Security benefits through appropriate claiming strategies is an important step in improving your retirement success. READ MORE >>
Wednesday, June 17, 2015Here in the U.S. people retire at all ages. You read different articles on the subject of retirement and a lot of different ages may be mentioned. (Ex: 55 – 59 ½ – 62 – 65 – 66 – 67 – 70 ½ – 80) READ MORE >>
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