Blog

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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Where Does Your Money Go?

Do you know where your money goes every moth? Many of us don’t, so let’s talk about Rachel. Rachel is a busy woman; she is an executive with a regional company, she has two teenagers at home and is single. Her children… Read more »

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Losing a Spouse

Losing a spouse is a traumatic event, whether it is from divorce or death. When a person is put under that kind of stress, it can impact physical health as well as emotional and mental wellbeing. As a body focuses itself on… 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.