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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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Blog

The Wealth Chronicle

December 5, 2012 by Bautis Financial

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

Read moreThe Wealth Chronicle

Employment Law

December 5, 2012 by Bautis Financial

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 …

Read moreEmployment Law

Why I am Independent

October 16, 2012 by Bautis Financial

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 …

Read moreWhy I am Independent

401k Rollover Infographic

October 9, 2012 by Bautis Financial

Via: 401k Rollover

Read more401k Rollover Infographic

The Wealth Chronicle

October 1, 2012 by Bautis Financial

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 …

Read moreThe Wealth Chronicle

What you need to know about finance and investing

September 5, 2012 by Bautis Financial

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 …

Read moreWhat you need to know about finance and investing

Free Retirement Income Planning Workshop

August 22, 2012 by Bautis Financial

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 …

Read moreFree Retirement Income Planning Workshop

Social Security Planning Workshop

August 21, 2012 by Bautis Financial

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 …

Read moreSocial Security Planning Workshop
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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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862-205-5800
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  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • Discover How
    • Risk Score
    • Learning Center
  • Client Access
    • Wealth Center
    • Orion

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