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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A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
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Be Storm Smart: How to Prepare for Extreme Weather
More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.
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Keeping Cool in Volatile Markets
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Lease Payment
How much would your monthly lease payment be?
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Credit Card Debt
How Long Will It Take to Pay my Balance?