• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • 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
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion
bautis financial secure your castle achieve your dreams

Budgeting/Saving

How Much Cash Should You Keep In the Bank?

How Much Cash Should You Keep In the Bank?

March 7, 2023 by Bautis Financial

Cash has its place in all financial plans, but how much cash should you keep in the bank? And what happens when the market is under-performing? Here’s the argument for holding cash, and against it.

Read moreHow Much Cash Should You Keep In the Bank?
Fixed vs. Variable Expenses

What’s the Difference Between Fixed and Variable Expenses?

February 22, 2023 by Kyra Mackesy

If you’re trying to get a handle on your cash flow – or creating a spending plan – you should understand these distinct difference between fixed and variable expenses. Plus, uncover tips for working both of these costs into your monthly budget.

Read moreWhat’s the Difference Between Fixed and Variable Expenses?
5 Holiday Shopping Tips to Control Spending

5 Holiday Shopping Tips to Control Spending

December 7, 2022 by Kyra Mackesy

Don’t let holiday shopping catch you, or your wallet, off guard. Here’s how to create a solid shopping plan for the most wonderful time of the year.

Read more5 Holiday Shopping Tips to Control Spending
Encourage Yourself to Save More By Completing a No-Spend Challenge

Encourage Yourself to Save More By Completing a No-Spend Challenge

November 9, 2022 by Kyra Mackesy

A no-spend challenge can reset your spending habits and, if you stick to the rules, leave you with more money to pad your savings.

Read moreEncourage Yourself to Save More By Completing a No-Spend Challenge
How to Pay-it-Forward Without Breaking Your Budget

How to Pay-It-Forward Without Breaking Your Budget

September 12, 2022 by Bautis Financial

The pandemic brought out the good in many people. In 2020, giving in America broke records. Here's how to pay-it-forward with any budget.

Read moreHow to Pay-It-Forward Without Breaking Your Budget
Impulse Spending Because of Social Media

Impulse Spending is an Increasing Issue, Partly Fueled by Social Media

September 9, 2022 by Bautis Financial

Recall your last impulse purchase. Was it influenced at all by social media? Various surveys reveal that impulse buying is becoming a big issue, and our screen time may be to blame.

Read moreImpulse Spending is an Increasing Issue, Partly Fueled by Social Media
Learn How to Take a Daily Money Minute

Learn How to Take a Daily Money Minute – Daily Flash Briefing

July 7, 2022 by Bautis Financial

If budgeting isn't your forte, this 60-second hack might be the better route to financial organization.

Read moreLearn How to Take a Daily Money Minute – Daily Flash Briefing
Couple calculating money for expenses and emergency savings

American Adults Reduce Emergency Fund Contributions Due to Inflation Surge – Daily Flash Briefing

May 25, 2022 by Bautis Financial

The average reduction in monthly contributions to emergency accounts is down $243.

Read moreAmerican Adults Reduce Emergency Fund Contributions Due to Inflation Surge – Daily Flash Briefing
  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Interim pages omitted …
  • Go to page 5
  • Next →

Subscribe to Our Insights

Sign up to receive valuable financial insight and updates straight to your inbox each week.

Social

Follow along on social media

Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get directions
862-205-5800
Contact

Navigation

  • 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
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

Copyright © 2023 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top