Bautis Financial
Secure your Castle, Achieve your Dreams.
Stocks and bonds both were down for the third quarter after rallying in July. The hope that the Fed would ease its interest rate hikes was quickly shut down when the Fed and other central banks around the world reiterated their commitment to taming inflation. The Fed raised rates twice in 0.75% increments during the quarter.
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.
Set the stage for a successful new year by completing this checklist — it should only take five minutes.
Successful retirement planning is one of the most difficult tasks, as it requires savvy money management. Here’s how a financial advisor can help alleviate the stress while ensuring you don’t run out of money in retirement.
When you have a multigenerational family, financial planning has a few different twists. Here are eight areas to focus on with your financial advisor to create a successful future for all.
Let's take a look at the advantages and disadvantages to following the 4% Rule as a retirement income strategy.
Join us in congratulating Kayla Waller in her successful completion of the CFP® exam. Let’s take a look at just how difficult and stringent the process is to become a CERTIFIED FINANCIAL PLANNER™ practitioner.
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.
