Bautis Financial

Secure your Castle, Achieve your Dreams.

Does Refinancing Now Still Make Sense?

If you purchased your house when interest rates were higher than current record lows, you might be wondering: should I refinance? You’d think the answer would be simple: a lower interest rate is better, right? However, the right choice really depends on your situation. And with the way fees

What Navy SEALs Can Teach Us About Uncertainty

By John Williams, Wealth Advisor We're dealing with more uncertainty than most of us have ever faced before. And as the months drag on, the stress and uncertainty are taking a toll. Fortunately, we’ve got somewhere to turn for help. The Navy SEALs undergo some of the most stressful

Does a Roth Conversion Make Sense for You This Year?

https://www.youtube.com/watch?v=5i5U0ChTHbM&feature=youtu.be What is a Roth IRA? A Roth IRA is a tax-efficient way to help you save money for your retirement. It is an individual retirement account that is funded with after-tax dollars. The contributions are not tax-deductible. Although

Careers, Jobs, and Starting a Business

I put together a five part series on Careers and Jobs that culminated in a webinar I recorded covering the pros and cons of the 6 Retirement Account Options that someone has when they leave their job. https://www.youtube.com/watch?v=oSEorOdf748&feature=youtu.be Register for the