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Bautis Financial

Bautis Financial

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Financial Strategies

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
How to Create Infinite Wealth Using Infinite Banking

Episode 86 – How to Create Infinite Wealth Using Infinite Banking with Anthony Faso and Cameron Christiansen

November 18, 2021 by Bautis Financial

Have you ever heard of the infinite banking strategy? This intriguing approach to personal finance could be the one key that unlocks wealth.

Read moreEpisode 86 – How to Create Infinite Wealth Using Infinite Banking with Anthony Faso and Cameron Christiansen
Why It's Important to Look at Your Financial Situation From Different Angles

Why It’s Important to Look at Your Financial Situation From Different Angles – Daily Flash Briefing

June 19, 2020 by Marc Bautis

In this scenario, incurring a penalty on purpose sets a couple up for a more robust financial future. Here's why financial advisors who look at the bigger picture get the job done better.

Read moreWhy It’s Important to Look at Your Financial Situation From Different Angles – Daily Flash Briefing
Tax Loophole Tips

Take Advantage Of These “Loopholes” Before They Are Gone

March 5, 2016 by Bautis Financial

Let's take a deeper look at these two "loopholes" — the Backdoor Roth IRA and the Stretch IRA.

Read moreTake Advantage Of These “Loopholes” Before They Are Gone

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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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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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