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Bautis Financial

Bautis Financial

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Learning Center

Baby Boomers Applying for Social Security

Webinar – Savvy Social Security Planning: What Baby Boomers Need to Know About Their Retirement Income

May 19, 2022 by Bautis Financial

Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you'll receive over your lifetime. This webinar reveals innovative strategies for maximizing your benefits.

Read moreWebinar – Savvy Social Security Planning: What Baby Boomers Need to Know About Their Retirement Income
Older woman sitting outdoors in the park - Social Security for Women

Webinar – Savvy Social Security Planning for Women

May 3, 2022 by Bautis Financial

While Social Security is neutral with respect to gender, women have longer life expectancies than men and therefore represent 66% of all beneficiaries age 85 and older. Here's a look at Social Security strategies for women by marital status.

Read moreWebinar – Savvy Social Security Planning for Women
Social Security Webinar

Webinar – What’s New With Social Security? 7 Topics to Watch in 2022

April 21, 2022 by Bautis Financial

Social Security paid a substantial cost-of-living adjustment this year, what does that mean for your Social Security benefits going forward? That, and more, in this Social Security webinar.

Read moreWebinar – What’s New With Social Security? 7 Topics to Watch in 2022
Long-Term Care Planning Webinar

Webinar – Getting Long-Term Care Planning Right: Smart Approaches for People at All Stages

April 7, 2022 by Bautis Financial

Having a long-term care plan is vital as tough financial, emotional and administrative decisions arise later in life. Discover how to plan, prep and deliver care in the best way possible.

Read moreWebinar – Getting Long-Term Care Planning Right: Smart Approaches for People at All Stages
Retirement Account Options

Webinar – Should I Stay or Should I Go? An Overview of the Factors to Consider When Making Rollover Decisions

March 24, 2022 by Bautis Financial

In order to handle your hard-earned retirement savings with care, consider all IRA rollover options available.

Read moreWebinar – Should I Stay or Should I Go? An Overview of the Factors to Consider When Making Rollover Decisions
Russia-Ukraine War: Investor Impact & 5 Ways to Keep Your Financial Cool

Webinar – Russia-Ukraine War: Investor Impact & 5 Ways to Keep Your Financial Cool

March 10, 2022 by Bautis Financial

Russia's invasion of Ukraine will continue to be a major focus, as U.S. investors watch fresh inflation data and the rising price of oil. Here's how to face the short- and long-term impacts.

Read moreWebinar – Russia-Ukraine War: Investor Impact & 5 Ways to Keep Your Financial Cool
Searching for Tax-Saving Strategies

Webinar – 5 Ways You Could Reduce Your 2021 Taxes

February 24, 2022 by Bautis Financial

Whether you choose to use a tax preparer or file yourself, you don’t want to miss out on these tax strategies that could save you!

Read moreWebinar – 5 Ways You Could Reduce Your 2021 Taxes
2022 Financial Fitness Checkup

Webinar – 2022 Financial Fitness Checkup

February 10, 2022 by Bautis Financial

Discover the steps you can take to “shape up” your finances throughout the year.

Read moreWebinar – 2022 Financial Fitness Checkup
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Bautis Financial
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
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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