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At Next Step Financial Solutions, our passion for providing personalized guidance is what separates us from our competitors. Our clients benefit from a diverse portfolio of financial products that provide solutions designed to help meet their individual goals. We strive to help every client maximize income in retirement while addressing their desire to leave a legacy as well. Our success will be achieved by building long-term relationships that promote advocacy within the communities we serve. 165-20151016-257866
Newsletters
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Just Your Average Millionaire
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
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Can Home Improvements Lower Your Tax Bill? It Depends
Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.
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HOT TOPIC: The Economic Impact of an Aging World
This article looks at some of the demographic trends and economic challenges related to global aging.
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Charitable Gifts of Life Insurance
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.