Bautis Financial
Secure your Castle, Achieve your Dreams.
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.
Have you ever heard of the infinite banking strategy? This intriguing approach to personal finance could be the one key that unlocks wealth.
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.
Let's take a deeper look at these two "loopholes" — the Backdoor Roth IRA and the Stretch IRA.
