Ask Kim

Budgeting Betty Asks Kim

Dear Kim,  Everyone is jumping on the budgeting and financial planning bandwagon and I wanted to ask you what is a realistic budget for a single woman? I always hear that you need to spend a percentage of your check on rent/house… Read more »

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Credit Card Carlee Asks Kim

Dear Kim, Financial planning was never one of my strong suits and now, it’s gotten me into a financial bind. I don’t have a lot of credit card debt but what I do have, I see is hurting me. I began paying… Read more »

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Helicopter Mom Asks Kim

Dear Kim, I have a 21 year old daughter who has lived with us through college but she is ready to spread her wings and move out. She is pursuing jobs in her field of study, which was photography, but is still… Read more »

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Ask Kim – Work Perks

Dear Kim,  I am a recent college graduate and finally landed a job in my career field. I’m being offered benefits, life insurance, IRA’s and other, what my friends call, “work perks”. I am single and have bills to pay, student debt,… Read more »

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Ask Kim

Dear Kim, My life is whizzing ahead, both personally and professionally. I’m married, raising two young children, promoted to principal of my school, and managing the household finances. With the constant changes that we have seen over the last couple of years… Read more »

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Welcome

Hey everyone and welcome to my new website. Next Step Financial, your place to flourish, is an exciting move for me and hopefully all of you. I’ve been a financial advisor for a long time and have worked with some great firms.… Read more »

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Family Matters

When I can, I love spending time with my family. This has been a challenge this year, since they are spread out, and with the travel restrictions in place.  I have a son, daughter in law and granddaughter living in NJ. My… Read more »

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Investment advisory services offered through Equita Financial Network, Inc. (“Equita”). Equita also markets investment advisory services under the name Next Step Financial. The foregoing content reflects the opinions of the author(s) and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct.  

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.