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Bautis Financial

Bautis Financial

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Bautis Financial

Flash News May 23 2019 on Amazon Alexa

How the Right Advice Can Boost Financial Confidence

What value does a financial advisor actually provide? This may surprise you, but the value of a quality financial advisor goes far beyond portfolio advice. It’s about guiding clients to develop sophisticated financial behaviors. With robo-advisors and consistent market volatility in the headlines,

4 Reasons Your Retirement Plan Might Fall Short

Ever find yourself daydreaming about retirement? Whether your dream retirement entails traveling the world, dedicating time to beloved hobbies, or helping your children and grandchildren, saving enough for retirement is critical to enjoying all of these endeavors. Everyone deserves the best

Preparing Your Children for Adulthood through Financial Literacy

Preparing Your Children for Adulthood through Financial Literacy As a financial advisor, I learn a lot about clients’ short and long-term financial goals through many conversations and building relationships with them. I also often learn about their frustrations and regrets regarding past financial

Financial Complexities of a Longer Life

Americans are living longer. That’s the good news. The bad news is that most people aren’t financially prepared. Many Baby Boomers will be in retirement for over 20 years and unfortunately, many aren’t saving and investing with a longer life-expectancy in mind. There are serious consequences to

2018 Key Financial Data Card

In light of the recent Tax Cuts and Jobs Act, I wanted to send a quick, easy-to-follow reference card with the new tax brackets and other numbers that investors need on taxes, Social Security, healthcare, Medicare, retirement, college planning and more. The guide presents these numbers in simple

Manage Your Freak Out Risk

When I think of someone doing something irrational I picture when my two year old son is tired, doesn't get his way, or when we tell him he has to eat his vegetables. His reaction isthat he usually freaks out and does something like throw himself on the floor, hit or bite his sister and parents or

Rebalancing

Just like balancing your car tires is maintenance that should be performed periodically, rebalancing your portfolio is a healthy activity that can be done to improve your investment returns. Rebalancing is the process of realigning the weightings of the investments in your portfolio of assets. We do

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