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Bautis Financial

Bautis Financial

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Financial Planning

Financial Planning Before Marriage

7 Financial Planning Issues to Cover Before Marriage

February 21, 2023 by Bautis Financial

Premarital financial planning can help a couple start off on the right foot. Whether it’s a first marriage or a subsequent union, make it a priority to discuss these seven issues before the big day.

Read more7 Financial Planning Issues to Cover Before Marriage
Financial Issues to Consider at the Start of the Year

Episode 136 – Financial Issues to Consider at the Start of the Year

December 29, 2022 by Bautis Financial

Looking to make a fresh start this year? This episode covers all the items you should consider when completing a financial check-up.

Read moreEpisode 136 – Financial Issues to Consider at the Start of the Year
Financial Planning Checklist for 2023

2022 Year-End Financial Planning Checklist

September 30, 2022 by Bautis Financial

Set the stage for a successful new year by completing this checklist — it should only take five minutes.

Read more2022 Year-End Financial Planning Checklist
Generational Planning

Why You Should Talk to Your Financial Advisor About Generational Planning

September 9, 2022 by Bautis Financial

When you have a multigenerational family, financial planning has a few different twists. Here are eight areas to focus on with your financial advisor to create a successful future for all.

Read moreWhy You Should Talk to Your Financial Advisor About Generational Planning
Understanding Guardianship for Older Adults

Understanding Guardianship for Older Adults

June 29, 2022 by Bautis Financial

Guardianship promises to be a huge issue facing Baby Boomers in the years ahead as they watch over elderly parents and wonder if the time has come to take control of mom or dad’s affairs before something bad happens.

Read moreUnderstanding Guardianship for Older Adults
Personal Finance 101

Get Your Financial S*#t Together

February 24, 2022 by Bautis Financial

If you need to get a handle on your finances, but you're not sure where to start, these five simple exercises can build a solid foundation for success.

Read moreGet Your Financial S*#t Together
2021 Economic Review

Webinar – The Year in Review And a Look Ahead

January 27, 2022 by Bautis Financial

Discover a variety of financial planning ideas for 2022 and beyond.

Read moreWebinar – The Year in Review And a Look Ahead
2021 Year-End Financial Planning Checklist

2021 Year-End Financial Planning Checklist

October 13, 2021 by Bautis Financial

Set the stage for a successful new year by completing this checklist — it should only take five minutes.

Read more2021 Year-End Financial Planning Checklist
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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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862-205-5800
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  • 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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