Bautis Financial
Secure your Castle, Achieve your Dreams.
Taxes can be one of the biggest factors affecting long-term wealth — but many people don't think about them until it's time to file. In this episode, Chris Miller shares how proactive tax planning can help high earners and business owners preserve more cash and create greater financial flexibility.
How much can you give without triggering gift tax? While most people don’t owe under current IRS gift tax rules, gifts above certain limits require careful planning. Learn the rules, exemptions, and strategies to give large gifts smartly.
Your employee benefits should fit into your overall financial plan — not be considered in isolation. This checklist walks through key areas to review, including healthcare, retirement savings, insurance coverage, equity compensation, taxes, and cash flow.
Gold has been attracting plenty of attention from investors. But does that mean it belongs in your portfolio? The answer depends less on where you think gold prices are headed and more on what role gold would play in your investment strategy.
The S&P 500 slipped 0.1% last week as investors digested the Federal Reserve’s 25-basis-point rate hike and updated economic projections. The Fed’s outlook pointed to a potential additional rate increase later this year, while health care, communication services and technology were among the sectors that gained.
Economic conditions will change. Inflation will rise and fall, markets will have difficult periods and interest rates will move. A thoughtful financial plan is designed with those possibilities in mind. Here’s how to determine when inflation is simply a headline — and when it may deserve a closer look in your financial plan.
Social Security benefits can be affected by more than when you choose to claim them. Working while collecting, claiming before Full Retirement Age, your marital status, and your income can all be important considerations. Use our Social Security decision flowchart to walk through the factors that may apply.
A layoff can bring uncertainty – but it can also create something that’s hard to find during a busy career: time to really think about what comes next.
