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Finance Tips

Road to Financial Freedom

Episode 263 – The Simple Road Toward Financial Freedom With Steve Short and Mark Schlipman

September 19, 2025 by Bautis Financial

From first paychecks to credit cards, money skills matter — and while they aren’t always taught in school, Steve Short and Mark Schlipman show how they can still be taught, with simple, actionable lessons from The Simple Road Toward Financial Freedom.

Read moreEpisode 263 – The Simple Road Toward Financial Freedom With Steve Short and Mark Schlipman

Financial Planning Checklist: What To Consider At the Start of 2025

December 13, 2024 by Marc Bautis

Looking to make a fresh start in 2025? This checklist covers all the items you should consider when completing a financial check-up.

Read moreFinancial Planning Checklist: What To Consider At the Start of 2025

Episode 205 – Financial Documents: What to Save and How Long to Keep Them

May 16, 2024 by Bautis Financial

With spring in full swing, many of us are tackling clutter and organizing our lives. If you’ve found it hard to determine which of your financial documents you should keep, and which to get rid of, this episode is for you.

Read moreEpisode 205 – Financial Documents: What to Save and How Long to Keep Them
Adult teaching children financial literacy.

Preparing Your Children for Adulthood Through Financial Literacy

April 1, 2024 by Bautis Financial

With April being Financial Literacy Month, there is no better time to learn about the importance of teaching children about financial matters and helping them form good habits.

Read morePreparing Your Children for Adulthood Through Financial Literacy
The Divorce Money Guide

Episode 139 – The Divorce Money Guide With Tracy Coenen

January 20, 2023 by Bautis Financial

If you suspect your spouse has been hiding or lying about money, this guide will help you uncover the assets and take control of your finances during a divorce.

Read moreEpisode 139 – The Divorce Money Guide With Tracy Coenen
Stressed Out by Headlines? Try These 3 Strategies

Stressed Out by Headlines? Try These 3 Strategies

March 4, 2022 by John Williams

If the constant cycle of negative world news makes you anxious, take these three action steps.

Read moreStressed Out by Headlines? Try These 3 Strategies
How to Navigate Market Volatility

How to Navigate Market Volatility

January 31, 2022 by Bautis Financial

What's the best advice you can get during periods of high volatility? Stick to the plan!

Read moreHow to Navigate Market Volatility
Financial Planning Checklist: Issues To Consider When Funding An Unexpected Expense

Financial Planning Checklist: Issues To Consider When Funding An Unexpected Expense

January 27, 2022 by Marc Bautis

Unexpected expenses can induce fear and stress, even though they're not all "bad." Keep this checklist on hand to guide you through the process when they arise.

Read moreFinancial Planning Checklist: Issues To Consider When Funding An Unexpected Expense
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Montclair, NJ 07042
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    • Agent of Wealth
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  • About
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  • Who We Work With
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    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
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    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
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    • Orion

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