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Bautis Financial

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Blog

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

Monthly Market Wrap: August 2026

September 3, 2026 by Bautis Financial

In August, markets saw broad-based gains, with every major index ending the month higher. Treasury yields advanced along the front end of the curve, housing prices and mortgage rates trended lower, inflation moderated, and job growth unexpectedly fell.

Read moreMonthly Market Wrap: August 2026
Pre-Retirees Looking At Tax Brackets for Retirement

Why Tax Planning Should Start Before Retirement

September 3, 2026 by Bautis Financial

Retirement planning isn't just about how much you save — it's also about creating a strategy for how and when you use those savings.

Read moreWhy Tax Planning Should Start Before Retirement

Market Recap Week of 8/24/2026 to 8/28/2026

September 1, 2026 by Bautis Financial

The S&P 500 edged up 0.5% last week as stronger-than-expected earnings from Salesforce and CrowdStrike helped lift technology stocks. The index is now up 3% for August and 13% for the year.

Read moreMarket Recap Week of 8/24/2026 to 8/28/2026

Episode 306 – Branding That Drives Growth With Michael Maloney, Brand Force 5

August 28, 2026 by Bautis Financial

What if the biggest bottleneck in your business isn't your marketing budget, but the subtle signal your brand is sending? Bad branding quietly erodes customer trust before you even make your pitch. Tune in as Brand Force 5 founder Michael Maloney breaks down how to fix hidden brand flaws and turn every customer touchpoint into a growth engine.

Read moreEpisode 306 – Branding That Drives Growth With Michael Maloney, Brand Force 5
How Inflation Impacts Your Purchasing Power Over Time

How Inflation Impacts Your Purchasing Power Over Time

August 27, 2026 by Dylan Kramer

Inflation doesn't just affect what you pay at the grocery store today. Over time, rising prices can significantly change how much your savings — and future retirement income — can actually buy.

Read moreHow Inflation Impacts Your Purchasing Power Over Time

Financial Planning Checklist: What to Consider When Moving Out of State

August 26, 2026 by Marc Bautis

Moving to a new state? There’s more to consider than finding a new home and changing your address. A move could affect your taxes, estate plan, healthcare coverage, insurance, residency status, and more.

Read moreFinancial Planning Checklist: What to Consider When Moving Out of State
Slow Slug | Slow Change

The Things That Change Slowly Are Easy to Miss

August 25, 2026 by Bautis Financial

Bad news can make headlines in an instant. Progress often takes longer to notice. From record highs in the stock market to the gradual changes in your own financial life, some of the most important developments happen slowly enough to escape our attention.

Read moreThe Things That Change Slowly Are Easy to Miss
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Recent Posts

  • Episode 307 – Medicare Explained: How to Navigate Your Coverage Options With Ryan George
  • Monthly Market Wrap: August 2026
  • Why Tax Planning Should Start Before Retirement
  • Market Recap Week of 8/24/2026 to 8/28/2026
  • Episode 306 – Branding That Drives Growth With Michael Maloney, Brand Force 5

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Montclair, NJ 07042
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