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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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Miscellaneous

Our List of Vetted Professionals

Our List of Vetted Professionals

April 7, 2021 by Bautis Financial

Whether you need a CPA to help with taxes or a Mortgage Lender to refinance your home, consider our list of trusted, vetted professionals.

Read moreOur List of Vetted Professionals
Kyra Mackesy

Kyra Mackesy Joins Bautis Financial

March 31, 2021 by Bautis Financial

Bautis Financial welcomes Mackesy to the full-time team.

Read moreKyra Mackesy Joins Bautis Financial
The History of Valentine's Day

The History of Valentine’s Day

February 9, 2021 by Bautis Financial

Discover the origins of Valentine's Day, plus some fun facts about the holiday of love.

Read moreThe History of Valentine’s Day

Fast Facts About the Times Square New Year’s Ball – Daily Flash Briefing

December 31, 2020 by Bautis Financial

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

Read moreFast Facts About the Times Square New Year’s Ball – Daily Flash Briefing

Resolution Tips

December 28, 2020 by Marc

More than half of all resolutions fail. Here are 5 ways to improve your chances of success.  The resolution should be important to you. You need internal drive to succeed.  Pick an achievable goal. If you’ve never hiked, maybe don’t climb Mount Everest first.  Break your goal up into measurable steps. When you reach your …

Read moreResolution Tips

Merry Christmas!

December 21, 2020 by Marc

However and wherever you celebrate from our family to yours Merry Christmas!

Read moreMerry Christmas!

2020 Year End Financial Planning Checklist

December 15, 2020 by Marc

We’re nearing the end of 2020 which means it’s time to do some financial planning, to set the stage for a great 2021. We believe this is so important that we created a Last-Chance Financial Planning Checklist. The checklist covers eight key areas. It only takes a few minutes to run through but the results …

Read more2020 Year End Financial Planning Checklist

Resolved: Financial Fitness for the New Year

December 14, 2020 by Bautis Financial

Set an achievable goal. It can be tempting to set lofty goals but the more achievable the goal the more likely you are to stick to your savings plan. Record your expenses. Keeping close track of where your money goes will illuminate areas you can cut.  Budget for savings. Setup an automatic savings account each …

Read moreResolved: Financial Fitness for the New Year
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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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Navigation

  • 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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