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Bautis Financial

Bautis Financial

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Assets

What Documents to Keep On File

What Documents to Keep On File, and How Long to Retain Them

August 18, 2021 by Marc Bautis

This downloadable outlines what tax, healthcare, legal and asset documents you should keep on file.

Read moreWhat Documents to Keep On File, and How Long to Retain Them
Mutual Funds vs ETFs

Mutual Funds vs. ETFs: What’s the Difference?

June 22, 2021 by Bautis Financial

ETF is the new kid on the block. Let's see how it matches up to Mutual Funds.

Read moreMutual Funds vs. ETFs: What’s the Difference?
Combining Money Pointers for Newly Married Couples

Combining Money Pointers for Newly Married Couples – Daily Flash Briefing

June 10, 2020 by Bautis Financial

Most new couples benefit from having two household incomes. Here's how to make the most of that financial situation before children enter the picture.

Read moreCombining Money Pointers for Newly Married Couples – Daily Flash Briefing

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

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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