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 .......... READ MORE >>

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.      READ MORE >>

Monday, October 31, 2016

Healthy Halloween Treats or No???

 Healthy Happy Halloween Treats????? Naaaaaaaaaaaaaaaaaaaaaa!!!!! Lets Go for the Chocolate and Fun Happy Halloween from all of us at          Next Phase Financial! 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. READ MORE >>

Thursday, June 16, 2016

What can an annuity do for you?

A 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. READ MORE >>

Friday, April 15, 2016

Medicare Enrollment - Delays??!!!

You 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... READ MORE >>

Monday, March 7, 2016

Social Security Claiming Strategies!

Congratulations 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, 2016

Educating the Masses on Social Security!!

Our 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 …. READ MORE >>

Tuesday, September 29, 2015

What Are Your Social Security Insurance Programs???

Have 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. READ MORE >>

Wednesday, June 17, 2015

What is Your Retirement Age?

Here 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 >>