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Personal Finance

Elderly man designating beneficiaries on financial documents.

The Importance of Designating Beneficiaries

September 11, 2023 by Kayla Waller

Although beneficiary designations are not required, neglecting to name a beneficiary could result in your hard-earned assets entering the probate process. Here's what you need to know about primary vs contingent and per capita vs per stirpes beneficiaries.

Read moreThe Importance of Designating Beneficiaries
What to Consider When Paying Off Student Loans

Financial Planning Checklist: What to Consider When Paying Off Student Loans

September 7, 2023 by John Williams

Discover the crucial factors you need to consider to take control of your student loans and set the stage for a better, debt-free future.

Read moreFinancial Planning Checklist: What to Consider When Paying Off Student Loans
5 Reasons Why Divorcees May Need a Financial Advisor

5 Reasons Why Divorcees May Need a Financial Advisor

August 29, 2023 by Kyra Mackesy

Uncover compelling reasons why enlisting the aid of a financial advisor can be a game-changing move as you navigate your finances through divorce.

Read more5 Reasons Why Divorcees May Need a Financial Advisor
How to Diversify Your Income With Multiple Revenue Streams

How to Diversify Your Income With Multiple Revenue Streams

July 25, 2023 by Bautis Financial

From passive income streams to side hustles and investment opportunities, learn how to safeguard your financial future and open doors to growth opportunities by embracing the power of income diversification.

Read moreHow to Diversify Your Income With Multiple Revenue Streams
Negotiating a Salary

How to Negotiate Your Best Offer

July 14, 2023 by Marc Bautis

You’ve found your dream job, you’ve received an offer, now what? If you’re in the midst of negotiating a new job offer or are on the hunt for a new job, this message is for you.

Read moreHow to Negotiate Your Best Offer
Teaching Kids About Money

How to Teach Kids About Money: 4 Practical Tips

June 14, 2023 by Bautis Financial

By implementing these practical tips, you can empower your children with essential financial skills and attitudes.

Read moreHow to Teach Kids About Money: 4 Practical Tips
Financial Stress

Get Your Financial S*#t Together

June 12, 2023 by Bautis Financial

If you need to get a handle on your finances, but you're not sure where to start, these five simple exercises can build a solid foundation for success.

Read moreGet Your Financial S*#t Together
HSA

How to Maximize Your Health Savings Account (HSA)

June 2, 2023 by Bautis Financial

Don’t dismiss a HSA before really evaluating the benefits.

Read moreHow to Maximize Your Health Savings Account (HSA)
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Bautis Financial
8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
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862-205-5800

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