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Bautis Financial

Bautis Financial

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bautis financial secure your castle achieve your dreams

Learning Center

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
2021 Economic Review

Webinar – The Year in Review And a Look Ahead

January 27, 2022 by Bautis Financial

Discover a variety of financial planning ideas for 2022 and beyond.

Read moreWebinar – The Year in Review And a Look Ahead
Key Financial Data for 2022

Webinar – Key Financial Data for 2022

January 13, 2022 by Bautis Financial

This handy reference card lists all of the key numbers that could affect your finances in 2022.

Read moreWebinar – Key Financial Data for 2022
Transitioning to Medicare: How Health Insurance Works After You Leave Your Job

Webinar – Transitioning to Medicare: How Health Insurance Works After You Leave Your Job

October 14, 2021 by Bautis Financial

Transitioning from private insurance to Medicare? Here's what to expect and how to prepare.

Read moreWebinar – Transitioning to Medicare: How Health Insurance Works After You Leave Your Job
Medicare Basics: What Baby Boomers Need to Know About Medicare

Webinar – 30 Minutes on Medicare Basics: What Baby Boomers Need to Know About Medicare

October 5, 2021 by Bautis Financial

This presentation acts as a primer on the topic of Medicare, ideal for those who are recently retired, or planning to retire soon.

Read moreWebinar – 30 Minutes on Medicare Basics: What Baby Boomers Need to Know About Medicare
An Inside Look at Qualifying for Financial Aid

Webinar – An Inside Look at Qualifying for Financial Aid

October 5, 2021 by Bautis Financial

Until you understand all of the aid available to your child, you can’t put a good college funding plan into place. This webinar is designed to help parents guide their children through the financial aid process to maximize their savings.

Read moreWebinar – An Inside Look at Qualifying for Financial Aid
How to Cut College Costs

Webinar – 4 Keys to Cut College Costs: How to Avoid Overpaying

September 16, 2021 by Bautis Financial

Looking to minimize student loan debt? You can reduce college costs in four different ways. Discover how at this college planning webinar.

Read moreWebinar – 4 Keys to Cut College Costs: How to Avoid Overpaying
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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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