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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What Is Asset-Based LTCI?
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
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Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
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Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
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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Car Affordability
How much can you afford to pay for a car?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.