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Bautis Financial

Bautis Financial

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Personal Finance

IRAs for Beginners

IRAs for Beginners

March 17, 2023 by Kyra Mackesy

IRAs give all workers a convenient way to prepare for retirement. Here’s a look at how they work, the different types of IRAs available, and more.

Read moreIRAs for Beginners
How Much Cash Should You Keep In the Bank?

How Much Cash Should You Keep In the Bank?

March 7, 2023 by Bautis Financial

Cash has its place in all financial plans, but how much cash should you keep in the bank? And what happens when the market is under-performing? Here’s the argument for holding cash, and against it.

Read moreHow Much Cash Should You Keep In the Bank?
Fixed vs. Variable Expenses

What’s the Difference Between Fixed and Variable Expenses?

February 22, 2023 by Kyra Mackesy

If you’re trying to get a handle on your cash flow – or creating a spending plan – you should understand these distinct difference between fixed and variable expenses. Plus, uncover tips for working both of these costs into your monthly budget.

Read moreWhat’s the Difference Between Fixed and Variable Expenses?
Financial Planning Before Marriage

7 Financial Planning Issues to Cover Before Marriage

February 21, 2023 by Bautis Financial

Premarital financial planning can help a couple start off on the right foot. Whether it’s a first marriage or a subsequent union, make it a priority to discuss these seven issues before the big day.

Read more7 Financial Planning Issues to Cover Before Marriage
Lost Your Job? Here's What to Do First

Episode 143 – What to Do When You Lose Your Job

February 17, 2023 by Bautis Financial

While job loss is emotionally and financially difficult, these actionable tips can help you bounce back stronger than ever. Plus, you'll learn some tips to prepare for a job loss in the future, even if you're not expecting closures, downsizings or reorganizations to effect you.

Read moreEpisode 143 – What to Do When You Lose Your Job
5 Money Habits

5 Money Habits You Should Do Daily

February 2, 2023 by Bautis Financial

These daily habits can help you meet your short- and long-term financial goals.

Read more5 Money Habits You Should Do Daily
Financial Illiteracy | Financial Literacy

Financial Illiteracy is a Growing Problem for Adults in the U.S.

February 1, 2023 by Bautis Financial

Studies show that financial literacy is lacking among many U.S. adults, and, in some cases, that lack of knowledge has cost them more than $10,000 in 2022.

Read moreFinancial Illiteracy is a Growing Problem for Adults in the U.S.
Reasons Why College Graduates May Need a Financial Advisor

5 Reasons Why Recent College Graduates May Need a Financial Advisor

January 12, 2023 by Kyra Mackesy

Financial advisors can offer valuable direction on these crucial planning topics for college students who have recently graduated.

Read more5 Reasons Why Recent College Graduates May Need a Financial Advisor
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7 North Mountain Ave
Montclair, NJ 07042
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    • Agent of Wealth
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  • About
    • Our Approach
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    • Our Difference
  • Who We Work With
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    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
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    • Wealth Center
    • Orion

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