Financial planning is a lifelong endeavor, but people often seek out investment advice that doesn’t fit their current stage in life. When it comes to saving for retirement, most Americans invest and manage those savings for six decades or longer. It’s important to consider how your resources and
Introduction To Marc Bautis Founder Of Bautis Financial – Episode 1
#1 - Introduction to Marc Bautis, Wealth Manager and Founder of Bautis Financial August 30, 2018 Welcome to the inaugural episode of the Agent of Wealth podcast. It’s time to learn all about your host, Marc Bautis, wealth manager and founder of Bautis Financial. Marc discusses why
Key Birthdays and RMDs
If you or someone you know is celebrating one of the key birthdays on the image below you may want to look into whether there are any financial decisions you have to or can make around the milestone. Let's dissect one of the key birthday's above and take a look at what types of strategies you
How to Calculate Health Care Expenses in Retirement
How to Calculate Health Care Expenses in Retirement by Victoria Finlay Health care is a major concern for people as they get older. The unanswered question of whether or not you will be able to afford your health care expenses can be unnerving. In the blink of an eye your life changes from
2018 Half-Time Economic Recap
In the first half of 2018 we witnessed a flurry of economic activity. We saw everything from a return of volatility in the markets, trade tariffs, interest rate hikes, and enhanced geopolitical tensions. This video takes a look back at what's occurred so far in 2018 and where the markets may be
Your Assets In Retirement: Will They Stay Or Will They Go?
When you retire from your job, your income from work stops coming in and you are forced to replicate your paycheck from other sources. First you would look at any guaranteed sources of income you have. The typical ones are: Social Security Pensions Annuities If those
7 Independence Day Lessons
The American Revolution was a gambit underpinned by iconclastic ideas, unwavering principles, and tenacious effort. This July Fourth, let the example of the founding patriots inspire you to your own success. Download seven of the lessons the founding citizens of this country can still teach us
Bank and Portfolio Stress Tests
Every year the Federal Reserve puts banks through a series of annual "stress tests" which gauge whether banks are healthy enough to keep lending through an economic meltdown and whether they can continue with their dividend payouts and share buyback plans. This is the eight consecutive year the Fed