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Bautis Financial

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Social Security and Medicare

Baby Boomers Applying for Social Security

Webinar – Savvy Social Security Planning: What Baby Boomers Need to Know About Their Retirement Income

May 10, 2022 by Bautis Financial

Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you'll receive over your lifetime. This webinar reveals innovative strategies for maximizing your benefits.

Read moreWebinar – Savvy Social Security Planning: What Baby Boomers Need to Know About Their Retirement Income
Older woman sitting outdoors in the park - Social Security for Women

Webinar – Savvy Social Security Planning for Women

May 3, 2022 by Bautis Financial

While Social Security is neutral with respect to gender, women have longer life expectancies than men and therefore represent 66% of all beneficiaries age 85 and older. Here's a look at Social Security strategies for women by marital status.

Read moreWebinar – Savvy Social Security Planning for Women
Social Security Webinar

Webinar – What’s New With Social Security? 7 Topics to Watch in 2022

April 21, 2022 by Bautis Financial

Social Security paid a substantial cost-of-living adjustment this year, what does that mean for your Social Security benefits going forward? That, and more, in this Social Security webinar.

Read moreWebinar – What’s New With Social Security? 7 Topics to Watch in 2022
Open a my Social Security Account

Why You Should Open a my Social Security Account

March 30, 2022 by Bautis Financial

You might assume it’s safer to keep your personal details – especially your Social Security number – off the internet. Actually, setting up a my Social Security account is an important step toward protecting your benefits.

Read moreWhy You Should Open a my Social Security Account
Transitioning to Medicare: How Health Insurance Works After You Leave Your Job

Webinar – Transitioning to Medicare: How Health Insurance Works After You Leave Your Job

October 14, 2021 by Bautis Financial

Transitioning from private insurance to Medicare? Here's what to expect and how to prepare.

Read moreWebinar – Transitioning to Medicare: How Health Insurance Works After You Leave Your Job
Medicare Basics: What Baby Boomers Need to Know About Medicare

Webinar – 30 Minutes on Medicare Basics: What Baby Boomers Need to Know About Medicare

October 5, 2021 by Bautis Financial

This presentation acts as a primer on the topic of Medicare, ideal for those who are recently retired, or planning to retire soon.

Read moreWebinar – 30 Minutes on Medicare Basics: What Baby Boomers Need to Know About Medicare
Social Security Webinar 2021

Webinar – What’s New With Social Security? Seven Topics to Watch in 2021

May 20, 2021 by Bautis Financial

Let's uncover what's new with Social Security! Watch the full webinar replay.

Read moreWebinar – What’s New With Social Security? Seven Topics to Watch in 2021
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
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  • About
    • Our Approach
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    • Our Difference
  • Who We Work With
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    • 401k Plan Sponsors
  • Insights
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    • Business Valuation Advisor
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    • Discover How
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    • Orion

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