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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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Financial Help Desk

I recently sent out a letter offering a free “Help Desk” service for a couple of weeks to answer questions you, your friends, or colleagues may have. The response has been great and I have received some great questions on a lot of different personal finance topics.  Here are a few examples
–       Can I transfer my E Savings bonds into my child’s 529 plan?
–       Can I purchase my vested stock options using my IRA?
–       What will rising interest rates mean to my bond portfolio?
–       Is my 529 account penalized if my child receives a scholarship?
–       Are there any ways I can improve my Social Security benefits?
If you have friends, family, or colleagues with any type of personal finance question – send them my way, I will do my best to answer it.

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Recent Posts

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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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862-205-5800
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