For The Next Phase of Your Life!
NexPhase Financial LLC
T.J. Julien, CFP®
2903 Aspen Dr., Suite B
Loveland,
CO
80538
Phone:
- 970-800-3176
E-mail:
Newsletters
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Stock Market Risks in the Spotlight
Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021.
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Concerned About Inflation? Consider TIPS
Do you understand how Treasury Inflation-Protected Securities can help mitigate inflation risk? This article provides an overview.
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Net Price Calculators Help Gauge College Affordability
Did you know a net price calculator can help measure a college’s true cost? Discover how it provides an estimate of how much grant aid a student might expect.
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Company Stock and Your Retirement Strategy
This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.