The Wealth Chronicle
I recently published the latest edition of my newsletter, The Wealth Chronicle. Articles on The Fiscal Cliff NJ Employment Law How emotions effects your investments You can read the newsletter here
Employment Law
The following is a guest post by Andrew Bosin, a New Jersey employment lawyer. If you have any questions about employment law, he is a great person to talk to. ARE YOU READY TO MAKE A JOB MOVE BUT ARE STILL CONTRACTUALLY OBLIGATED TO YOUR PRESENT EMPLOYER. PERHAPS NOW IS THE TIME TO SPEAK TO …
Why I am Independent
A blog I recently read in Reuters highlights why I am an independent advisor. The article quotes a former JP Morgan broker who stated that the company urged its financial advisors to sell their own commissioned funds rather than less expensive products from other companies. As an independent advisor I have no ties to any …
The Wealth Chronicle
I recently published the latest edition of my newsletter, The Wealth Chronicle. I wrote articles on What steps you should take with your finances in preparation and once you have a new baby How setting goals sets you up for success Life Insurance 101 – purchasing a policy can be a complex endeavor. I tried …
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. Most of what …
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 strategy for income in retirement is …
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 have Marc come speak at your organization he can …