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Blog

Carmen Jennett | Jul 22, 2026

Trump Accounts: What Parents and Grandparents Should Know

Education
Savings
Family
Tax Planning
Finance
Investments

Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.

Depending on the article, they sound like a college fund, a

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Carmen Jennett | Jul 8, 2026

How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)

Retirement
Lifestyle
Finance

Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely.

For much of the last century, retirement followed a

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Carmen Jennett | Jun 24, 2026

Checking Your Portfolio Isn't the Same as Reviewing It

Investments
Retirement
Tax Planning
Risk Management
Estate Planning

Nearly half of investors check their portfolio at least once a day.1

Many of them aren't reviewing anything.

They're refreshing a number. Watching it move

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Carmen Jennett | Jun 10, 2026

Business Succession Planning: Built to Last vs. Built to Transfer

Finance
Retirement
Estate Planning
Family
Investments

Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.

Then comes a quieter assumption

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Frost-covered tree branches in a winter landscape, with ice-coated twigs in sharp focus and bare trees blurred in the snowy background
Carmen Jennett | Mar 10, 2026

When the Weather Hits: What Natural Disasters Actually Mean for the Economy (and Your Finances)

Finance
Investments
Risk Management
Insurance

A major storm rolls through. The headlines light up. Power outages. Travel chaos. Damage estimates climbing into the billions.

And somewhere in the back of your

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multiple lines branching from a singular point
Carmen Jennett | Mar 10, 2026

5 Financial Crossroads That Could Reshape Your Future

Finance
Retirement
Family
Tax Planning
Risk Management

You know how life tends to throw in a few plot twists?

They don't ask if you're ready. They just show up—with potential financial consequences tagging along.

A

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Carmen Jennett | Mar 10, 2026

Common Retirement Regrets—And Proactive Moves to Consider

Retirement
Finance
Savings
Risk Management
Insurance
Health
Family
Estate Planning

Many people don’t regret being retired. They regret how they got there.1

“I wish I had saved earlier.”

“I didn’t think long-term care would matter.”

“I should’ve

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Next Phase Financial offers securities and investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice. 

This communication is strictly intended for individuals residing in the states of AZ, CA, FL, ID, IL, NV, SC, and UT. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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