Financial Wellness Resources
Finances are an essential part of daily life. Whether you’re single or have a family, you have to make a budget, pay taxes, and think of the future. Nextep has collected the tools and resources you may need to reach your financial goals.
You can log into your Nextep your account through the Nextep mobile app to begin exploring your benefits.
The following info is not financial advice or a guarantee of your eligibility but is a source of information. Please consult your financial adviser or legal counsel with questions about what’s right for you.
Budgeting & Savings
Many things can impact your financial security, so we found sources to make budgeting and saving easier. Check out the links below to see the tools and info you may have available at your fingertips. Seek help from your financial or legal adviser before making a financial decision. BACK TO TOP
Blogs + articles
For employers
Investing & Retirement
It's never too early or late to work toward achieving a stress-free retirement. Use the calculators, guides, and articles to learn more about investing in your financial future. We suggest speaking with your financial adviser or legal counsel before making any financial decisions. BACK TO TOP
Blogs + articles
For employers
Tax Planning
Taxes are something we all have to face, but that doesn't mean it has to be complicated. We've gathered some helpful tools and info to make tax planning more manageable. We recommend speaking with a tax expert before making any final decisions. BACK TO TOP
Blogs + articles
For employers
Life & Disability
Life can sometimes throw an unexpected curveball. That's why life and disability insurance can help you or your loved ones financially prepare if you die or are too sick or hurt to work. Learn more about your options with the tools and links below. Some benefits below are only available to elect during Nextep’s open enrollment period or a qualifying event. Don't forget to speak with your financial adviser or legal counsel before making a decision. BACK TO TOP
Blogs + articles
Supplemental Benefits
Nextep offers voluntary benefits that can help supplement your income in case of an accident, serious illness, hospitalization, or even help with out-of-pocket medical expenses. We also have legal and employee assistance programs to help with legal and financial scenarios. Some benefits below are only available to elect during Nextep’s open enrollment period or a qualifying event. BACK TO TOP
Helpful tools + links
The Nextep benefits team is here for you!
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