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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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What you need to know about finance and investing

I first got into finance and investing almost 20 years ago when I opened my first brokerage account at Ameritrade and read the book, One Up on Wall Street, by Peter Lynch. Since then I've read countless books on the subject, took many classes and helped individuals and families with their finances.

Free Retirement Income Planning Workshop

Marc Bautis of Bautis Financial is pleased to offer FREE workshops to the public covering critical areas of Retirement Planning.  Each of these FREE workshops are designed for guests to come away with valuable tools to begin planning for the financial future. After a lifetime of saving, building a

Social Security Planning Workshop

Bautis Financial is pleased to offer free, educational workshops to the public covering critical areas of investment and retirement planning.  One topic that Marc has spoken extensively on is Social Security planning and how baby boomers can maximize their retirement income.  If you would like to

Retirement Fitness Challenge: The Book

MEDIA ALERT FOR IMMEDIATE RELEASE Contact: Marc Bautis Phone:   201-842-7655 Email:     [email protected] The Retirement Fitness Challenge: Shape Up Your Finances and Make Your Money Last a Lifetime Do you want to become financially fit enough to live the retirement of your

Issues Impacting Retirement

US News& World Report published a list of the most important risks to your retirement.  In the article below I took what I think to be the top 7 risks and have added my comments to each of the risk - http://tinyurl.com/USNews 1. Boomers turn 65 unprepared for retirement. Hope springs eternal

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