Bautis Financial
Secure your Castle, Achieve your Dreams.
Although beneficiary designations are not required, neglecting to name a beneficiary could result in your hard-earned assets entering the probate process. Here's what you need to know about primary vs contingent and per capita vs per stirpes beneficiaries.
Uncover compelling reasons why enlisting the aid of a financial advisor can be a game-changing move as you navigate your finances through divorce.
Let's take a look at the advantages and disadvantages to following the 4% Rule as a retirement income strategy.
If you are an IRA owner interested in donating to charity, a qualified charitable distribution may be an option. These 10 rules outline how a qualified charitable distribution should be done.
Learn how to harness the power of auctions to navigate the sale of valuable, estate assets.
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.
Whether you’re a novice entrepreneur or a seasoned business owner, uncover invaluable insights into how a financial advisor can help you achieve your financial objectives and foster a flourishing business.
Setting aside money in an emergency fund is step number one. Once that’s complete, you’ll need to find the right home for it, too. While the money should be accessible, you should also factor in protection and interest rates. Here, we explore four options: high-yield savings accounts, money market mutual funds, treasuries and CDs.
