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
-
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
-
Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
-
Have You Set a Retirement Savings Goal?
Completing this simple worksheet can help establish a realistic retirement savings target.
-
Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
Calculators
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?