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500 North Broadway,

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Jericho, NY 11753

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 At NXT Phase Financial, we pride ourselves on our ability to financially educate you on what you have and what you need. An educated client is our best client. Take advantage of our financial resources by downloading any of these whitepapers below.

<h2><span>Women and Investing</span></h2>

Women and Investing

Financial success is a goal for many, but women face unique barriers that can make that goal more challenging to achieve. This whitepaper explores these daunting challenges, and the investing pitfalls all investors should avoid when taking control of their financial futures. 

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<span>7 Principles of Long-term Investing</span>

7 Principles of Long-term Investing

In this whitepaper, you will discover how to invest wisely and responsibly and avoid the common investing traps and mistakes. Equip yourself to make the best decisions to pursue your financial goals.

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<h2><span>8 Timeless Principles of Investing</span></h2>

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Get educated on solid investment principles with this useful whitepaper that includes bite-sized pieces of timeless financial advice.

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<span>9 Investment Pitfalls</span>

9 Investment Pitfalls

Experience has taught us that successful investing requires discipline and patience. A long-term investment focus can help when emotions run high. This whitepaper is designed to help you overcome these challenges and includes a list of common mistakes and guidelines.

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