Episode 10 - Financial Workshops Part 1: Maximizing Your Social Security Marc Bautis’ newest series covers content from the financial planning workshops that he and his team put on in North Jersey. In this first part, Marc teaches you how to maximize your Social Security benefit and he
#9 - Understanding Risk in Your Portfolio Right now the markets are a little precarious and have been more volatile in the last month than they have been over the past decade. Are you wondering how much risk exposure you have in your portfolio? Today, Marc Bautis explains how investors can
Uses of a Roth IRA Roth IRAs are similar to Traditional IRAs, but the main difference between the two is how they are taxed. Traditional IRA contributions are made with pre-tax dollars whereas Roth IRA contributions are made with after-tax dollars. Another major difference between the two
Smart investing can overcome the power of emotion by focusing on relevant research, solid data and proven strategies. Here are principles that can help fight the urge to make emotional decisions in times of market turmoil.
I think it’s safe to say that the most infamous mountain in the world to climb is Mount Everest. More than 280 people have lost their lives trying to make it through the clouds to its 29,029-foot summit. Some have made it their life long mission to navigate its dangerous terrain to hopefully get to
Have you considered the emotional aspects of retirement and how to plan wisely? In today’s world, people are working well past the age of 65 before retiring. Some people who are in good health may not be ready to retire just yet because they like what they do, want to keep busy, or need the extra
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
If you or someone you know is celebrating one of the key birthdays on the image below you may want to look into whether there are any financial decisions you have to or can make around the milestone. Let's dissect one of the key birthday's above and take a look at what types of strategies you