• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • 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
  • Facebook
  • Twitter
  • LinkedIn
  • YouTube
bautis financial secure your castle achieve your dreams

Medicare Planning

Medicare Health Insurance Card

Episode 307 – Medicare Explained: How to Navigate Your Coverage Options With Ryan George

September 4, 2026 by Bautis Financial

Missing a Medicare deadline can have consequences that last a lifetime. Understanding when to enroll, what coverage you need and how your options can change over time is essential to avoiding costly mistakes.

Read moreEpisode 307 – Medicare Explained: How to Navigate Your Coverage Options With Ryan George
The 7 Financial Transitions Baby Boomers Face

The 7 Financial Transitions Baby Boomers Face

January 28, 2026 by Bautis Financial

Life’s later chapters bring some of the most important financial decisions. Here’s how thoughtful planning can help you prepare for what lies ahead.

Read moreThe 7 Financial Transitions Baby Boomers Face
Avoiding Medicare Surprises: 6 Caveats Every Retiree Should Know

Avoiding Medicare Surprises: 6 Caveats Every Retiree Should Know

August 12, 2025 by Bautis Financial

Turning 65 or planning to leave employer health coverage? Discover six common Medicare mistakes – from missed deadlines to surprise costs – and how to avoid them for a smoother transition into retirement healthcare.

Read moreAvoiding Medicare Surprises: 6 Caveats Every Retiree Should Know
Older Couple in Retirement Trying to Manage Health Care Expenses

Webinar – How to Manage Health Care Expenses in Retirement

April 26, 2024 by Bautis Financial

Now is the time to start planning for health care expenses in retirement. Find out what you need to do to obtain the coverage you need and protect against rising costs.

Read moreWebinar – How to Manage Health Care Expenses in Retirement

Subscribe to Our Insights

Sign up to receive valuable financial insight and updates straight to your inbox each week.

Social

Follow along on social media

  • Facebook
  • Twitter
  • LinkedIn
  • YouTube

Contact

Bautis Financial
8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
Get Directions
862-205-5800

Form CRS

Navigation

  • 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

Copyright © 2026 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top