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The Four Risks Every Retirement Plan Should Consider

September 15, 2026 by Bautis Financial

A retirement plan can look solid on paper, but still face unexpected challenges. Healthcare costs can rise. You may live longer than expected. Markets can decline. And the financial decisions you make over decades can have a meaningful impact on your outcome. Retirement planning is about preparing for all four.

Read moreThe Four Risks Every Retirement Plan Should Consider

Market Recap Week of 9/8/2026 to 9/11/2026

September 14, 2026 by Bautis Financial

The S&P 500 fell 0.8% last week as hotter-than-expected August inflation increased expectations for a Federal Reserve rate hike. Energy and communication services were the only sectors to post gains, while health care and materials led the declines.

Read moreMarket Recap Week of 9/8/2026 to 9/11/2026
Life Insurance Claim Form

Episode 308 – How Families Fight Denied, Delayed & Disputed Life Insurance Claims With Stephanie Prestridge

September 11, 2026 by Bautis Financial

What happens when a life insurance company says no? For grieving families, understanding the claims process — and knowing when to seek help — can make a significant difference.

Read moreEpisode 308 – How Families Fight Denied, Delayed & Disputed Life Insurance Claims With Stephanie Prestridge
How to Make the Most of College Visitations

How to Make the Most of College Visitations: Questions to Ask and Factors to Consider

September 11, 2026 by Kyra Mackesy

College visits are a chance to see a college’s culture, meet students, and imagine life on campus. This guide covers the questions to ask and factors to consider to make the most of every visit.

Read moreHow to Make the Most of College Visitations: Questions to Ask and Factors to Consider
Reviewing Spending Patterns

Discretionary vs. Non-Discretionary Spending: What’s the Difference?

September 11, 2026 by Kyra Mackesy

Not every expense in your budget has the same level of flexibility. Understanding discretionary vs. non-discretionary spending can help you see where you have flexibility — and where you don't.

Read moreDiscretionary vs. Non-Discretionary Spending: What’s the Difference?
Man Checking His Investment Portfolio on His Laptop

How Often Should You Check Your Investment Portfolio?

September 9, 2026 by Bautis Financial

Your investment portfolio doesn’t need your attention every day. It needs a strategy that is reviewed thoughtfully as your goals, circumstances and financial plan evolve.

Read moreHow Often Should You Check Your Investment Portfolio?

Market Recap Week of 8/31/2026 to 9/4/2026

September 8, 2026 by Bautis Financial

The S&P 500 edged up 0.1% last week as gains in energy and technology stocks offset broader sector declines. A stronger-than-expected August jobs report also increased expectations for a September interest rate hike.

Read moreMarket Recap Week of 8/31/2026 to 9/4/2026
Medicare Health Insurance Card

Episode 307 – Medicare Explained: How to Navigate Your Coverage Options With Ryan George

September 4, 2026 by Bautis Financial

Missing a Medicare deadline can have consequences that last a lifetime. Understanding when to enroll, what coverage you need and how your options can change over time is essential to avoiding costly mistakes.

Read moreEpisode 307 – Medicare Explained: How to Navigate Your Coverage Options With Ryan George
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Recent Posts

  • The Four Risks Every Retirement Plan Should Consider
  • Market Recap Week of 9/8/2026 to 9/11/2026
  • Episode 308 – How Families Fight Denied, Delayed & Disputed Life Insurance Claims With Stephanie Prestridge
  • How to Make the Most of College Visitations: Questions to Ask and Factors to Consider
  • Discretionary vs. Non-Discretionary Spending: What’s the Difference?

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