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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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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Goodbye Passwords, Hello Passkeys
As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.
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Home Appliance Economics
The prices of new home appliances have declined over the last decade, but repair costs have gone through the roof. Here’s what to consider when facing appliance-buying decisions.
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Grocery Games: Strategies to Help Stretch Your Food Budget
Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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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.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?