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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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Key Financial Data Card

Here is a handy reference card to help with your finances for the rest of the year. It’s called the 2014 Key Financial Data card and gives you many of the numbers investors need on Social Security, taxes, health savings, Medicare, retirement, college planning and more.
Of course, you can always call me when you have questions or concerns or want more detailed information, but this quick reference can be very helpful in checking an assumption or marshaling your facts.
I look forward to another great year with you!
KeyData
Download the Key Financial Data Card

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Risk Score
21 Key Stats

Recent Posts

The Markets: A Year in Review and a Look Ahead

January 15, 2021 By Marc

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January 13, 2021 By Marc

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January 12, 2021 By Marc

What to Do if You Get a Tax Notice From the IRS With Allan Rolnick – Daily Flash Briefing

What to Do if You Get a Tax Notice From the IRS With Allan Rolnick – Daily Flash Briefing

January 8, 2021 By Marc

Episode 61 – What to Do if You Get a Tax Notice From the IRS With Allan Rolnick

Episode 61 – What to Do if You Get a Tax Notice From the IRS With Allan Rolnick

January 7, 2021 By Marc

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