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Insurance

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

Both Roth IRAs and cash value life insurance policies offer compelling tax benefits for the right people. Life insurance and Roth IRAs have a lot in common. They are both often used as wealth transfer tools to help facilitate an efficient transfer of assets from one generation to the next. Despite their many similarities, however, …

Read moreHow to Build Your Estate Plan Using Roth IRAs and Life Insurance

Episode 55 – Protecting Your Assests With a Long-Term Care Plan with Raymond Lavine

September 10, 2020 by Marc

If you are someone who has not thought about their long-term career plan, you are not in the minority. 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 …

Read moreEpisode 55 – Protecting Your Assests With a Long-Term Care Plan with Raymond Lavine

Life Insurance Awareness Month – Daily Flash Briefing

September 8, 2020 by Bautis Financial

Get instructions on how to enable our Flash News Briefing skill to your Amazon devices:

Read moreLife Insurance Awareness Month – Daily Flash Briefing

Insurance Coverage

August 11, 2020 by Marc

A lot of folks are worried about what would happen if they lost their income in this crisis, due to layoffs, business closings, or even illness. Could you be leaving your loved ones at risk? In this video, I’m going to walk you through some of the questions to consider to help make sure your …

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Life Insurance Planning Simplified

January 25, 2019 by Marc

Addressing the need for life insurance is an important part of every financial plan.  With proper planning we can make sure that the plans we set forth will not get derailed by an early death.  The key and most important component of insurance planning is the death benefit or the amount of money that will …

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Life Insurance Awareness Month

September 29, 2013 by Bautis Financial

Life Insurance Awareness Month is a month to put the spotlight on Life Insurance and how it can help prevent financial catastrophes for families.   This year’s spokesperson is Boomer Esiasion: 10 Questions with Boomer Boomer’s life insurance story [youtube]http://www.youtube.com/watch?feature=player_detailpage&v=w6S2MF4rMFc[/youtube]

Read moreLife Insurance Awareness Month

What Is More Feared Than Death?

August 2, 2013 by Bautis Financial

Among workers ages 40 and 50, nearly half fear the financial consequences of a critical illness- compared with just 29 percent who rate dying as their biggest concern, according to a new study. That fear of a hit to the wallet being a bigger concern than dying is most pronounced among single workers, single women …

Read moreWhat Is More Feared Than Death?
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Montclair, NJ 07042
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    • Agent of Wealth
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  • 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
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    • Wealth Center
    • Orion

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