Webinar – Savvy IRA Planning for Boomers
Discover how to implement an effective distribution strategy for IRA accounts — so you can retire without stress! Join us for the webinar on July 15, 2021 at noon.
Bautis Financial Advisor Commentary: July 8, 2021
Is renting a waste of money? Let's take a deeper look at this often debated topic.
Why It’s Important to Look at Your Financial Situation From Different Angles – Daily Flash Briefing
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.