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Bautis Financial

Bautis Financial

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Health Insurance

How to Make the Most of Your Employee Benefits

August 21, 2026 by Dylan Kramer

Too many employees miss out on valuable perks simply because they don’t understand them. But benefits like health insurance, stock options, HSAs, and paid time off aren’t just “extras” — they can play a huge role in building wealth, reducing taxes, and improving your well-being.

Read moreHow to Make the Most of Your Employee Benefits

Medicare Advantage Under Pressure: CMS Signals Flat Payments for 2027

January 28, 2026 by Bautis Financial

CMS surprised markets by proposing a near-flat increase to Medicare Advantage payment rates for 2027, triggering sharp declines across major health insurance stocks.

Read moreMedicare Advantage Under Pressure: CMS Signals Flat Payments for 2027
Business Owner | Owner of Flower Shop

Episode 256 – Health Insurance Without the Headache: Smart Strategies for Business Owners With Sherri Matheney

July 31, 2025 by Bautis Financial

Health insurance decisions can impact a company’s finances just as much as investments or taxes. Learn how to avoid common coverage mistakes and plan for growth with these insights from health insurance expert Sherri Matheney.

Read moreEpisode 256 – Health Insurance Without the Headache: Smart Strategies for Business Owners With Sherri Matheney
4 Key Health Insurance Terms You Should Know

4 Key Health Insurance Terms You Should Know

November 5, 2024 by Bautis Financial

Before health insurance open enrollment begins, get a handle on these key terms — premiums, co-pay, co-insurance and deductible.

Read more4 Key Health Insurance Terms You Should Know

Financial Planning Checklist: What to Consider When Reviewing Health and Life Insurance Policies

May 30, 2024 by Kayla Waller, CFP®

By addressing these key areas annually, you can rest assured that your health and life insurance policies will continue to safeguard you and your family’s assets, providing peace of mind for the future.

Read moreFinancial Planning Checklist: What to Consider When Reviewing Health and Life Insurance Policies
How Medicare Could Change If ‘Build Back Better’ Becomes Law

How Medicare Could Change If ‘Build Back Better’ Becomes Law – Daily Flash Briefing

November 23, 2021 by Bautis Financial

Some changes to Medicare could be on their way.

Read moreHow Medicare Could Change If ‘Build Back Better’ Becomes Law – Daily Flash Briefing
Transitioning to Medicare: How Health Insurance Works After You Leave Your Job

Webinar – Transitioning to Medicare: How Health Insurance Works After You Leave Your Job

October 14, 2021 by Bautis Financial

Transitioning from private insurance to Medicare? Here's what to expect and how to prepare.

Read moreWebinar – Transitioning to Medicare: How Health Insurance Works After You Leave Your Job
Medicare Basics: What Baby Boomers Need to Know About Medicare

Webinar – 30 Minutes on Medicare Basics: What Baby Boomers Need to Know About Medicare

October 5, 2021 by Bautis Financial

This presentation acts as a primer on the topic of Medicare, ideal for those who are recently retired, or planning to retire soon.

Read moreWebinar – 30 Minutes on Medicare Basics: What Baby Boomers Need to Know About Medicare
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Bautis Financial
8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
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862-205-5800

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    • 401k Plan Sponsors
  • Insights
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    • Business Valuation Advisor
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    • Discover How
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    • Orion

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