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Bautis Financial

Bautis Financial

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Investing risk in the stock market

Episode 62 – The Year in Review and a Look Ahead

February 5, 2021 by Marc

Should I time the market? Is Bitcoin the next big thing? Am I missing out if I don’t purchase Tesla? Will Biden’s administration impact my taxes? What does the future of the economy look like? In this episode of The Agent of Wealth Podcast, Marc Bautis does a 2020 recap and looks ahead to help …

Read moreEpisode 62 – The Year in Review and a Look Ahead

Webinar Replay: The Year in Review and a Look Ahead

January 29, 2021 by Marc

2020 was a year like no other. Never has a singular even had such wide-ranging repercussions as the Covid pandemic. The economy and our investments saw unprecedented swings in 2020. Below is the replay of a recently hosted webinar on a look back at what happened in 2020 as well as economic predictions, key Risks, …

Read moreWebinar Replay: The Year in Review and a Look Ahead

The Markets: A Year in Review and a Look Ahead

January 15, 2021 by Marc

2020 was a year like no other. Never has a singular even had such wide-ranging repercussions as the Covid pandemic. The economy and our investments saw unprecedented swings in 2020. As we enter the new year we’ll also look at Economic Predictions and Key Risks as well as Planning Ideas for 2021 and Beyond. This …

Read moreThe Markets: A Year in Review and a Look Ahead
6 Retirement Account Options Bautis Financial

6 Retirement Account Options Everyone Must Know: Choosing the Right One When You Leave Your Job

June 3, 2020 by Marc

One of the most important retirement decisions you’ll ever make is what to do with your old retirement account when you leave your job. A lot of people think it’s an easy choice, but depending upon your situation you may have up to six options to choose from.  Each option has pros and cons when it …

Read more6 Retirement Account Options Everyone Must Know: Choosing the Right One When You Leave Your Job

Social Security Gets an Annual Checkup

July 28, 2013 by Bautis Financial

Every year the Federal Old-Age and Survivors Insurance and Federal Disability Insurance Trust Funds aka Social Security gets a checkup on who is receiving Social Security benefits and projections on how long it can continue making those payments.  The arrival of the report may not have the same anticipation of the winning Powerball numbers but …

Read moreSocial Security Gets an Annual Checkup

Free Retirement Planning Workshop in May

April 24, 2013 by Bautis Financial

After a lifetime of saving, building a strategy for income in retirement is a whole new challenge. The Retirement Income Planning Workshop will help you determine if you are on track for retirement with your savings and how to convert your savings to an income stream that will cover your expenses during retirement. Learn strategies to: Prevent …

Read moreFree Retirement Planning Workshop in May

January Free Retirement Planning Workshops

January 3, 2013 by Bautis Financial

After a lifetime of saving, building a strategy for income in retirement is a whole new challenge. The Retirement Income Planning Workshop will help you determine if you are on track for retirement with your savings and how to convert your savings to an income stream that will cover your expenses during retirement. Learn strategies to: Prevent …

Read moreJanuary Free Retirement Planning Workshops

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

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7 North Mountain Ave
Montclair, NJ 07042
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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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