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Understanding Today's Financial Environment

We specialize in helping retirees and those transitioning into retirement understand Social Security strategies, reduce tax burdens and strategies to potentially increase income in retirement. It’s our mission to make sure you enjoy your hard-earned retirement using strategies that fit your specific needs. Any successful plan for retirement needs a strong foundation. That foundation starts with coordinating your retirement benefits; Social Security, 401k, IRA, brokerage, Medicare, Health Insurance, Life Insurance and Long-Term-Care. Let's work together to give you the peace of mind you deserve in retirement!

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Meet Gene B. Russell, Advisor

Gene has twelve years of experience in the financial planning industry and recently joined Next Phase Financial.  For two years, he was a national top producer for a major mutual fund company. As an advisor for NextPhase Financial, Gene continues to “invest in conversations” to fully understand his client’s goals. He holds the designation of National Social Security Advisor – NSSA.

Gene has been active with the Susan Komen Race Committee, the Heroes of the Heartland Committee, Habitat for Humanity, traveled twice to South Africa on mission trips and he received the Governor’s Certificate of Lifesaving for performing CPR that saved the life of an employee at a local hardware store.

Gene and his wife, Sharmie Ann, reside in Ankeny.

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Helpful Content

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

Understanding Homeowner’s Insurance

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

 

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Saving for College 101

Here’s a crash course on saving for college.

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