• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

2014 Last Chance Financial Planning

October 20, 2014 by Bautis Financial

Take the 2014 Last Chance Financial Planning Challenge and determine if you need to take any actions before the end of the year to get your financial house in order.
It’s a simple checklist that covers only those areas that need attention at year end – taxes, retirement savings, investments, insurance, and medical. It might take you five minutes, tops.
LastChancePlanning2014_YearEndFinancialPlanning

Category: Miscellaneous, Wealth Management
Previous Post: « Variable Annuities – Love Them or Loathe Them
Next Post: Small Business Retirement Plans »

Sidebar

Featured Articles

bautisfinancial risk number

Recent Posts

Summer 2022 Calendar - Investment Deadlines

Summer 2022 Key Planning and Investment Deadlines

June 28, 2022 By Bautis Financial

Millennials Retiring Early

Millennials Are Hopeful About Early Retirement – Daily Flash Briefing

June 28, 2022 By Bautis Financial

The S&P 500 Index

5 Facts About the S&P 500 Index

June 27, 2022 By Bautis Financial

Stock Market Weekly Recap

Market Recap Week of 6/20/2022 Through 6/24/2022 – Daily Flash Briefing

June 27, 2022 By Bautis Financial

Buying Your First Business

Episode 110 – Mistakes to Avoid When Buying Your First Business With Elliott Holland

June 23, 2022 By Bautis Financial

Blog Categories

  • Budgeting/Saving (29)
  • Business (49)
  • Clear A Path Podcast (6)
  • Client Resources (4)
  • College Planning Learning Center (2)
  • College Planning Podcast Series (3)
  • Daily Flash Briefing (1)
  • Education (23)
  • Estate Planning (13)
  • Finance News (448)
  • Insurance (21)
  • Investments (193)
  • Learning Center (23)
  • Lifestyle (49)
  • Miscellaneous (68)
  • Personal Finance (137)
  • Politics (19)
  • Real Estate (39)
  • Retirement Planning (89)
  • Social Security and Medicare (26)
  • Taxes (45)
  • The Agent of Wealth Podcast (110)
  • Uncategorized (126)
  • Videos (122)
  • Wealth Management (57)

Subscribe to Our Insights

Sign up to receive valuable financial insight and updates straight to your inbox each week.

Social

Follow along on social media

Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get directions
862-205-5800
Contact

Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

Copyright © 2022 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top