• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • 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
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion
bautis financial secure your castle achieve your dreams

Retirement Planning

How to Save for Retirement Without a 401(k)

How to Save for Retirement Without a 401k

January 14, 2023 by John Williams

If you don't have access to a 401k or 403b employer-sponsored contribution plan, here are your options for retirement savings accounts.

Read moreHow to Save for Retirement Without a 401k
How to Prepare For Post-Retirement Aging

Episode 130 – How to Prepare For Post-Retirement Aging With Allison O’Shea

November 10, 2022 by Bautis Financial

Believe it or not, we all contribute to ageism — even as we age. So let's address the elephant in the room: post-retirement aging.

Read moreEpisode 130 – How to Prepare For Post-Retirement Aging With Allison O’Shea
How to Develop a Realizable Vision for Retirement

How to Develop a Realizable Vision for Retirement

October 28, 2022 by Bautis Financial

Retirement is a totally new stage of life, but with some careful prioritizing you can design a working plan for it that may surpass all your expectations.

Read moreHow to Develop a Realizable Vision for Retirement
Retirement Help | Financial Advisors Help With Retirement

5 Reasons Why Pre-Retirees May Need a Financial Advisor

September 21, 2022 by Bautis Financial

Successful retirement planning is one of the most difficult tasks, as it requires savvy money management. Here’s how a financial advisor can help alleviate the stress while ensuring you don’t run out of money in retirement.

Read more5 Reasons Why Pre-Retirees May Need a Financial Advisor
Retirement Scenario Planning

What is Retirement Scenario Planning?

September 16, 2022 by Kayla Waller

This comprehensive planning tool helps pre-retirees answer two critical questions: When can I retire, and how much can I spend in retirement?

Read moreWhat is Retirement Scenario Planning?
7 Most Affordable States to Retire

7 Most Affordable States to Retire

September 1, 2022 by Bautis Financial

Surprise, surprise: Florida is not at the top of the list!

Read more7 Most Affordable States to Retire
How to Fix Common 401k Plan Mistakes

How to Fix Common 401k Plan Mistakes

August 25, 2022 by Bautis Financial

Millions of people depend on the money they invest in their 401k to fund their retirement years. Avoid these mistakes to make the most of your retirement account.

Read moreHow to Fix Common 401k Plan Mistakes
A Better Approach to Retirement Income Then the 4% Rule

A Better Approach to Retirement Income Than the 4% Rule

August 19, 2022 by John Williams

Let's take a look at the advantages and disadvantages to following the 4% Rule as a retirement income strategy.

Read moreA Better Approach to Retirement Income Than the 4% Rule
  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Interim pages omitted …
  • Go to page 13
  • Next →

Subscribe to Our Insights

Sign up to receive valuable financial insight and updates straight to your inbox each week.

Social

Follow along on social media

Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get directions
862-205-5800
Contact

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
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

Copyright © 2023 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top