Bautis Financial
Secure your Castle, Achieve your Dreams.
As we enter the second quarter of 2013, I’m writing to summarize market developments since the start of the year. Also I will share some thoughts from Warren Buffet, America’s most famous investor, regarding where he sees stocks heading. At the end of March, US stock markets crossed the all-time high reached in October of …
This retirement planning workshop will help you determine if you are on track with your savings, plus how to convert your savings to an income stream.
Every quarter, I like to send a reminder postcard of all the key financial deadlines heading our way over the next three months. Of course, we all know about the April 15th tax deadline, but there are a number of other drop-dead dates that you’ll see on the postcard. You can access your postcard by …
Houses, cars and jewelry are your golden eggs, but don't forget to protect the golden goose!
A lot of people think of dividend payers as stocks from companies that are stodgy, slow moving, and take forever to make money with. Let me introduce you to The Magnificent Seven. Coca-Cola (KO), 3M (MMM), ExxonMobil (XOM), Johnson & Johnson (JNJ), McDonald’s (MCD), Procter & Gamble (PG), and Wal-Mart (WMT). These seven companies have …
I recently had a nice review on My Retirement Blog I was recently given a copy of the book, The Retirement Fitness Challenge: Shape Up Your Finances and Make Your Money Last a Lifetime, by Marc Bautis to review. Since I do write for a retirement blog this book was just the kind of financial book …
The Old Foundation Looking for something to do in March. Come out to a benefit on March 9th in support of The Old Foundation and its mission to eliminate pediatric cancer. The event was great this past weekend and you can find out more information about the foundation at http://theoldfoundation.org The OLD Foundation made it’s …
The following is a guest post by Andrew Pogogeff, Senior Partner of Pogogeff & Co. a NJ CPA firm According to the IRS, under-reporting of income is the biggest contributing factor to the IRS tax gap–the amount owed by individuals and businesses versus the amount that was actually paid in taxes. In 2006, the most …
