
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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Is Tip Fatigue Wearing You Out?
Tipping culture is changing, and consumers are feeling uneasy about where, when, and how much to tip.
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Key Retirement and Tax Numbers for 2025
This article outlines some important IRS cost-of-living adjustments for 2025.
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Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
This article explains the basics of capital gains taxes when selling a home.
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Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds and bond funds can both provide an income stream, but there are important differences.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.