Carmen Jennett

Empowering women to make confident financial decisions, one phase at a time. Please visit my website for additional information and disclosures

Because your next phase deserves a plan that's personal, clear, and built around you. When it comes to building your financial future, it’s wise to inquire about the strength of the companies in which you have placed your trust. Rest assured that we are strong, stable, secure and more than able to keep our commitments to you, our customers. Thanks to our focused business strategy, disciplined inve

stment practices, strong commitment to our customers and talented, engaged workforce, we have built notable financial strength. Securities and investment advisory services offered 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.

07/14/2026

Hint: it is probably down the street from you

07/08/2026

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

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 fairly predictable pattern: work for decades, retire around age 65, and slow down. Today, that picture looks very different.Retirement has evo...

07/07/2026

Which "boring" business tops the charts?

06/24/2026

Checking Your Portfolio Isn't the Same as Reviewing It

Nearly half of investors check their portfolio at least once a day.1Many of them aren't reviewing anything.They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into.That's a....

06/10/2026

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

Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.Then comes a quieter assumption: that when it's time to step away, the rest will somehow sort itself out.Research suggests it usually doesn't.The Businesses That Quietly Run...

05/14/2026

We broke down markets into a 5-minute read

05/07/2026

Here's what savvy investors should know

04/30/2026

Here's what you need to know

Address

Rancho Cordova, CA

Telephone

+19165725090

Website

http://www.nextphaseplanner.com/

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