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Retirement Planning

Health Care Expenses in Retirement

How to Calculate Health Care Expenses in Retirement

April 9, 2021 by Bautis Financial

The cost of health care increases as we age. Here's how to plan for these expenses in retirement.

Read moreHow to Calculate Health Care Expenses in Retirement
Don't Make These Retirement Mistakes

4 Reasons Your Retirement Plan Might Fall Short

April 9, 2021 by Bautis Financial

Saving enough money is critical for retirement — no matter what you plan to do in your golden years. Avoid these four mistakes to stay on track.

Read more4 Reasons Your Retirement Plan Might Fall Short
How to Make Your Money Last in Retirement

How to Make Your Money Last in Retirement

March 31, 2021 by Marc

How big you build your nest egg will impact how long your money lasts in retirement. Likely, you already know this. But other factors matter, too.

Read moreHow to Make Your Money Last in Retirement
Saving for Retirement at Every Age

Retirement Savings Tips: From Your 20s to Your 60s

March 18, 2021 by Marc

Financial planning is a lifelong endeavor, but people often seek out investment advice that doesn’t fit their current stage in life. When it comes to saving for retirement, most Americans invest and manage those savings for six decades or longer. It’s important to consider how your resources and risk tolerance change as you move through …

Read moreRetirement Savings Tips: From Your 20s to Your 60s
Here’s what you should know about Social Security in 2021.

Social Security in 2021

March 2, 2021 by Marc

Here’s what you should know about Social Security in 2021.  Social Security is primarily funded through payroll taxes. Social Security benefits retirees, the disabled, or families who lose a loved one. Starting in 2021 Social Security will dip into fiscal reserves because benefit payments will exceed payroll tax contributions.  While lawmakers plan to make changes …

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Understanding Retirement Benefits for Veterans – Daily Flash Briefing

November 11, 2020 by Bautis Financial

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

Read moreUnderstanding Retirement Benefits for Veterans – Daily Flash Briefing

Episode 8 – Financial Advisor Confusion Part 6

October 22, 2020 by Marc

Join me daily for the latest in financial planning, physical wellness, current and events and more. Subscribe here https://bit.ly/2FrAwuh This episode is a continuation of a series. This first 4 episodes in the series are below. Part 1 – https://bit.ly/3m7bb8L Part 2 – https://bit.ly/2H9aZqi Part 3 – https://bit.ly/34ffKrr Part 4 – https://bit.ly/37oRMM6 Part 5 – …

Read moreEpisode 8 – Financial Advisor Confusion Part 6
Joe Biden's Proposed Changes to The 401k Retirement Plan

Joe Biden’s Proposed Changes to The 401k Retirement Plan – Daily Flash Briefing

September 30, 2020 by Bautis Financial

How can the presidential election effect your finances, you ask? Let's talk about Joe Biden's proposed changes to 401k retirement plans.

Read moreJoe Biden’s Proposed Changes to The 401k Retirement Plan – Daily Flash Briefing
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    • Agent of Wealth
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    • Our Approach
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    • 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
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