News

6 Risks That Can Impact Your Retirement

Make sure your money lasts as long as you do. Learn about the risks that can impact your financial security in retirement. VIEW NOW.

Getting To and Through Retirement

The strategies you use to get to retirement are not the same strategies you'll need to make sure your money lasts through retirement. Watch this short video to learn why.

Create Guaranteed Income for Life

Today, you’re responsible for creating your own paycheck in retirement. Watch this short video to learn about sources of guaranteed retirement income.

Save Smarter: The Truth About Your 401K

Don’t put all your eggs in one basket. Get the facts in this free guide.
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How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Here’s What’s in the Republican Tax Plan That Could Affect You

The Republican tax plan would overhaul everything from tax rates and brackets to deductions to the corporate tax rate. Read more.

Medicare Simplified: Know your Options, Know your Costs

Find out the key considerations and information to help you select the Medicare options that are right for your needs. Download now.

Social Security Simplified: Select the Right Options to Help Maximize Your Income

Learn the options available that could get you a larger benefit. Download now.

 

 

These Lesser-Known, Affordable Vacation Spots Will Thrill Your Family

Here are 5 lesser-known, but still amazing vacation spots — and what to do while you’re there.

Kevin M Olson, CLU®, B.S.
Wealth Management Advisor


Next Phase Advisory Group

 

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