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Bautis Financial

Bautis Financial

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Insurance Coverage

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Why It’s Important to Have Life Insurance in Your 30’s

May 13, 2025 by Bautis Financial

Here are just a few of the reasons why you should consider getting a life insurance policy in your thirties – even if you are single and without dependents.

Read moreWhy It’s Important to Have Life Insurance in Your 30’s
The Importance of Life Insurance in Your 50s

The Importance of Life Insurance in Your 50s (And Up)

May 4, 2023 by Bautis Financial

Whether or not someone in their 50s or older should have life insurance depends on their individual circumstances and life goals. Uncover six reasons why you may want to open a policy, and what type of policy is more appropriate.

Read moreThe Importance of Life Insurance in Your 50s (And Up)
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
Long Term Care Planning

Episode 55 – How to Protect Your Assets With a Long-Term Care Plan with Raymond Lavine

September 10, 2020 by Bautis Financial

If you haven’t thought about your long-term care plan, you’re in the majority. Several individuals avoid planning for extended care because it can be a difficult and daunting task. However, whether it be for you or a loved one, organizing steps for long-term care is critical to address in any financial plan. On today’s episode of …

Read moreEpisode 55 – How to Protect Your Assets With a Long-Term Care Plan with Raymond Lavine
How to Lower Car Insurance Premiums Without Sacrificing Coverage

How to Lower Car Insurance Premiums Without Sacrificing Coverage

June 9, 2020 by Bautis Financial

Consider these four variables when assessing the cost of your car insurance premium.

Read moreHow to Lower Car Insurance Premiums Without Sacrificing Coverage

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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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  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
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    • Our Difference
  • Who We Work With
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    • 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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