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Bautis Financial

Bautis Financial

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Retirement Account Options

Webinar – Should I Stay or Should I Go? An Overview of the Factors to Consider When Making Rollover Decisions

March 24, 2022 by Bautis Financial

In order to handle your hard-earned retirement savings with care, consider all IRA rollover options available.

Read moreWebinar – Should I Stay or Should I Go? An Overview of the Factors to Consider When Making Rollover Decisions
Women in the workplace

The State of Women in Corporate America – Daily Flash Briefing

September 29, 2021 by Bautis Financial

The gap between men and women who feel burnout at work has nearly doubled. Discover other workplace trends in this year's Women in the Workplace report.

Read moreThe State of Women in Corporate America – Daily Flash Briefing
Retirement Account Options

Webinar – 6 Retirement Account Options Everyone Must Know: Choosing the Right One When You Leave Your Job

August 16, 2021 by Bautis Financial

One of the most important retirement decisions you'll ever make is what to do with your old retirement account when you leave your job. A lot of people think it's an easy choice, but depending upon your situation you may have up to six options to choose from.

Read moreWebinar – 6 Retirement Account Options Everyone Must Know: Choosing the Right One When You Leave Your Job

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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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  • 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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