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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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emergency savings

What is an emergency fund?

Why You Need An Emergency Fund

January 12, 2021 by Bautis Financial

Here's what an emergency fund is, and what it should consist of depending on your financial situation.

Read moreWhy You Need An Emergency Fund
Are You Financially Prepared for a Weather-Related Emergency?

Are You Financially Prepared for a Weather-Related Emergency? – Daily Flash Briefing

August 4, 2020 by Bautis Financial

It often takes disaster to remind us to be prepared. Here's some tips for financial disaster preparation.

Read moreAre You Financially Prepared for a Weather-Related Emergency? – Daily Flash Briefing
Uses of a Roth IRA

Uses of a Roth IRA

December 26, 2018 by Bautis Financial

A Roth IRA account is one of the most flexible retirement accounts available. Here are four ways to use them, three of which being alternatives to retirement.

Read moreUses of a Roth IRA

Who Needs Rules? You Do!

August 30, 2017 by Bautis Financial

Not many of us like to follow a set of rules, but for each component of our life we need to set some personal rules, or standards that can apply to our everyday obligations. If we don’t it’s like we are flying blind and that area of our life can quickly turn chaotic. For example …

Read moreWho Needs Rules? You Do!

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