Bautis Financial
Secure your Castle, Achieve your Dreams.
Every person and every family has different goals, whether that be retiring early, opening up a business, paying for their children’s college education, not running out of money during retirement and the list goes on. The one thing these goals all have in common is the question of whether or not they are attainable. We …
Perhaps you feel emotionally ready to retire, but are you financially ready? Stop the Google search and discover which financial issues to consider before you retire. In the final episode of this two-part Agent of Wealth Podcast series, host Marc Bautis covers action items to take care of before retirement, including asset allocation, tax planning, …
We all struggle to fight the urge to splurge and are constantly faced with the conflict of assessing wants vs needs. Advertising can be very persuasive and very damaging to our wallets. It’s important that you take a look at how much things really cost over time. The key is to spend wisely. We recommended looking …
Making the transition to retirement can be stressful unless you’re fully prepared for the financial, mental and emotional changes that go with it. In this episode of The Agent of Wealth Podcast, host Marc Bautis gives you an exclusive walk-through of his retirement preparation checklist and offers expert recommendations along the way. In this …
Discover the benefits of creating a customized plan for your student loan repayment.
Preparing for the future is as much about identifying market trends and understanding your customer base as it is about knowing where you’ve been. Healthy growth requires experience and a fundamental understanding of the nuances of your business. It’s your baby, after all, and is a reflection of your drive, passion and planning. You hope …
Protect yourself — and your assets — from theft and damage with these helpful cyber security tips.
You’ve spent your life saving for your child’s education, and now the time has come for those savings to be used. In this episode of The Agent of Wealth Podcast, host Marc Bautis sits down with college planning expert John Williams to discuss how you can get the most out of your college savings. In …
