https://youtu.be/y9-7rr-ySew Join me daily for the latest in financial planning, physical wellness, current and events and more. Subscribe here https://bit.ly/2FrAwuh This episode is a continuation of a series. This first 4 episodes in the series are below. Part 1 -
Episode 7 – Financial Advisor Confusion Part 5
https://youtu.be/tP2M5OmP0Lc Join me daily for the latest in financial planning, physical wellness, current and events and more. Subscribe Here This episode is a continuation of a series. This first 4 episodes in the series are below. Part 1 - https://bit.ly/3m7bb8L Part 2 -
Financial Advisor Confusion – Part 3 – Investments
https://www.youtube.com/watch?v=ZZ1XgfZpX-0 Today we will give a basic overview of how advisors are compensated for investment management. Advisors that are affiliated with broker dealers and registered investment advisors are compensated in different ways. Want to hear more about how we
2019 Year End Planning Checklist
I've found that the two main reasons why people don't make progress with achieving their financial goals are Time and Knowledge. We get bogged down by things at work and want to spend any free time with our families or doing things we enjoy. It can also be overwhelming to know where to start when
Wealth Center on your Mobile Device
Answers in the Palm of Your Hand With mobile access to your website, your complete financial picture is in the palm of your hand, whenever you want, from wherever you are. Wealth Center can be accessed on iPhone, Android, and other popular smart phones. Here’s How to Get
The Best Ways To Start Saving And Planning For College – Episode 11
Episode 11 - Financial Workshops Part 2: Planning for College Even the least financially savvy people know that saving for college is a lengthy but important process. If you’re not sure where to begin, let Marc Bautis and his colleague John Williams be your guides. In part two of the
Maximizing Your Social Security Benefits – Episode 10
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
Life Insurance Planning Simplified
Addressing the need for life insurance is an important part of every financial plan. With proper planning we can make sure that the plans we set forth will not get derailed by an early death. The key and most important component of insurance planning is the death benefit or the amount of