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Bautis Financial

Bautis Financial

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Wealth Management

Understanding Guardianship for Older Adults

Understanding Guardianship for Older Adults

June 29, 2022 by Bautis Financial

Guardianship promises to be a huge issue facing Baby Boomers in the years ahead as they watch over elderly parents and wonder if the time has come to take control of mom or dad’s affairs before something bad happens.

Read moreUnderstanding Guardianship for Older Adults
How to Bunch Charitable Gifts to Maximize Tax Savings

How to Bunch Charitable Gifts to Maximize Tax Savings

June 23, 2022 by Kayla Waller

If you're charitably inclined and in search of ways to save on taxes, look no further! Here's what you need to know about charitable bunching.

Read moreHow to Bunch Charitable Gifts to Maximize Tax Savings
Gifting Children Money

How to Structure Gifts and Transfers to Adult Children

May 11, 2022 by Bautis Financial

For parents who are considering giving or lending money to a child, here’s how to structure a transfer that’s best for both generations.

Read moreHow to Structure Gifts and Transfers to Adult Children
Should You Get a Prenup?

Should You Get a Prenup?

March 11, 2022 by Kyra Mackesy

Prenups are a wise investment if you or your partner falls within one of these six categories.

Read moreShould You Get a Prenup?
Personal Finance 101

Get Your Financial S*#t Together

February 24, 2022 by Bautis Financial

If you need to get a handle on your finances, but you're not sure where to start, these five simple exercises can build a solid foundation for success.

Read moreGet Your Financial S*#t Together
Bond Laddering

How Building a Bond Ladder Can Hedge Against Rising Interest Rates

February 10, 2022 by Kayla Waller

Bond ladders can help create predictable streams of income and manage some potential risks from changing interest rates.

Read moreHow Building a Bond Ladder Can Hedge Against Rising Interest Rates
How to Create A Financially Organized Life

How to Create A Financially Organized Life

January 10, 2022 by Bautis Financial

Here’s how to get a jump-start on creating a system to organize your bills, statements, policies and other financial paperwork.

Read moreHow to Create A Financially Organized Life
“Good Debt” Versus “Bad Debt”

“Good Debt” Versus “Bad Debt”

December 30, 2021 by Kyra Mackesy

Don’t be fearful of all debt. The correct amount of good debt can increase your ability to save for the future, build wealth and enhance your life.

Read more“Good Debt” Versus “Bad Debt”
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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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862-205-5800
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    • Agent of Wealth
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  • About
    • Our Approach
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    • Our Difference
  • Who We Work With
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    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
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    • Wealth Center
    • Orion

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