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Bautis Financial

Bautis Financial

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Insurance

Disability Insurance Checklist

Financial Planning Checklist: What to Consider When Purchasing Disability Insurance

May 18, 2022 by Marc Bautis

May is Disability Insurance Awareness Month. If you’re shopping around for disability insurance – or haven’t even considered it – this checklist helps make sure you’re properly protecting your income.

Read moreFinancial Planning Checklist: What to Consider When Purchasing Disability Insurance
Maximize Your HSA

How to Maximize Your Health Savings Account (HSA)

March 30, 2022 by Bautis Financial

Don’t dismiss a HSA before really evaluating the benefits.

Read moreHow to Maximize Your Health Savings Account (HSA)
Do I Need Life Insurance?

Do I Need Life Insurance? 3 Variables to Consider

October 6, 2021 by Marc Bautis

Life insurance is an income replacement plan, meant to help cushion the blow of a person's death. Here's three key questions to ask yourself when determining if life insurance is worth getting.

Read moreDo I Need Life Insurance? 3 Variables to Consider
Increasing Health Care Costs

How the Millennial Generation is Hiking Health Care Costs for All – Daily Flash Briefing

May 26, 2021 by Bautis Financial

Insurance claims and demands on the United States healthcare system are expected to increase as millennials continue to age, resulting in higher health insurance premiums for everyone.

Read moreHow the Millennial Generation is Hiking Health Care Costs for All – Daily Flash Briefing
Health Care Expenses in Retirement

How to Calculate Health Care Expenses in Retirement

April 9, 2021 by Bautis Financial

The cost of health care increases as we age. Here's how to plan for these expenses in retirement.

Read moreHow to Calculate Health Care Expenses in Retirement
Estate Planning Using Roth IRA and Life Insurance

How to Build Your Estate Plan Using Roth IRAs and Life Insurance

March 24, 2021 by Bautis Financial

If you’re looking to leave a legacy when you pass, there are many tools to consider. Let's take a look at the advantages of a Roth IRA and Life Insurance.

Read moreHow to Build Your Estate Plan Using Roth IRAs and Life Insurance
Stock Investor Assessing the Market

Market Recap Week of 12/21/2020 Through 12/31/2020 – Daily Flash Briefing

January 4, 2021 by Bautis Financial

Listen to our weekly stock market recap, including a look at the week ahead.

Read moreMarket Recap Week of 12/21/2020 Through 12/31/2020 – Daily Flash Briefing
Long Term Care Planning

Episode 55 – How to Protect Your Assets With a Long-Term Care Plan with Raymond Lavine

September 10, 2020 by Bautis Financial

If you haven’t thought about your long-term care plan, you’re in the majority. Several individuals avoid planning for extended care because it can be a difficult and daunting task. However, whether it be for you or a loved one, organizing steps for long-term care is critical to address in any financial plan. On today’s episode of …

Read moreEpisode 55 – How to Protect Your Assets With a Long-Term Care Plan with Raymond Lavine
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Contact

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

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