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Next Phase Financial Blog: financial
View the latest blog posts from Next Phase Financial.
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 >>
Tuesday, November 22, 2016We 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 >>
Friday, July 15, 2016If 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 >>
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 >>
Friday, November 20, 2015Social Security has made changes in the benefits in the Government 2015 Budget Act. How the Budget Deal Changes Social Security Contact us to see how those changes may effect you and your budget! Next Phase Financial can help! READ MORE >>
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