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Bautis Financial

Bautis Financial

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bautis financial secure your castle achieve your dreams

Retirement Planning

Pre-retiree working, downshifting and working longer

Downshifting: Working Longer and Loving It

April 19, 2022 by Bautis Financial

Working full-time and then abruptly stopping work at age 65 is no longer the only possibility for retirement. “Downshifting” allows for a more gradual process, benefiting employers and employees.

Read moreDownshifting: Working Longer and Loving It
Reading the SECURE Act 2.0

What The SECURE Act 2.0 Could Mean for Your Retirement Savings

April 14, 2022 by Kayla Waller

The SECURE Act 2.0 spells out big changes for how 401(k)s are administrated. Here's what you should know.

Read moreWhat The SECURE Act 2.0 Could Mean for Your Retirement Savings
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
Florida is the best state to retire in

Best States for Retirement in 2022 – Daily Flash Briefing

April 1, 2022 by Bautis Financial

The worst state on the list may surprise you...

Read moreBest States for Retirement in 2022 – Daily Flash Briefing
Maximize Your HSA

How to Maximize Your Health Savings Account (HSA)

March 30, 2022 by Bautis Financial

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

Read moreHow to Maximize Your Health Savings Account (HSA)
Retirement Myths

5 Retirement Myths, Debunked

March 28, 2022 by Bautis Financial

You may have internalized these retirement myths without even realizing.

Read more5 Retirement Myths, Debunked
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
Personal Finance 101

Get Your Financial S*#t Together

February 24, 2022 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
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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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862-205-5800
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    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • 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
  • Client Access
    • Wealth Center
    • Orion

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