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. READ MORE >>

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 >>

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!   READ MORE >>

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 >>

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!!! 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 >>

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. 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 >>

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. READ MORE >>