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
-
Financial Tools That Can Help Americans with Disabilities
Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.
-
Midyear Checkup: Can You Contribute More to Your Retirement Plan?
With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
-
Media Trends: Where Have All the Readers Gone?
The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
-
Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Calculators
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.