AS SEEN IN:
Next Phase Financial Planning in the news...see our latest insights.
My Interview with The Prescott Times
How to Retire Better, From Retirees Who Learned the Hard Way
About To Retire? Follow These Steps for a Seamless TransitionHow to Delay Claiming Social Security Until Age 70
What To Do in Your 40 and 50s To Plan for Healthcare Costs in Retirement
Is Paying Off Your Mortgage Before Retirement a Good Idea?
What is a Roth IRA and How Does it Work?
We are in our 50s, living in California, and have $2 million in retirement savings. We want someone to tell us whether we can feasibly retire — what’s our best bet there?How To Maximize Finances When Your Children Leave The Nest
I’m 57 and will soon have more than $3 million from a business sale. My rich boss trusts his financial adviser, but he inherited his millions. Still, should I try his adviser?
Why do these retirement planners have Georgia on their mind?
I’m a Financial Planner: Here Are 3 Things To Always Spend Money on If You Want To Be Rich
Expert Secrets on How To Trim Your Tax Bill Before 2023
How Consumers Can Benefit from Rising Interest Rates
When Is Enough Money Enough? A Simple Step-by-Step Guide
- Fortune
- Medium.com
The 5 Best and Worst States to Retire In 2023
- RetireGuide
6 Top Reasons to Save Your Money
6 Ways to Plan for Ahead for a Luxurious Retirement
Americans Are Stressed About Retirement
Lifestyle Inflation is Keeping You Broke
Expert Tips to Use Rising Inflation and Interest Rates For Your Benefit
- MSN
My Guest Spot on The Perfect RIA podcast
For media inquiries, please contact David Edmisten CFP at david.edmisten@nextphasefp.com.
Find more insights by visiting and subscribing to our blog.