• 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
bautis financial secure your castle achieve your dreams

Personal Finance Tips

Financial Planning Checklist: Issues To Consider When Funding An Unexpected Expense

Financial Planning Checklist: Issues To Consider When Funding An Unexpected Expense

January 27, 2022 by Marc Bautis

Unexpected expenses can induce fear and stress, even though they're not all "bad." Keep this checklist on hand to guide you through the process when they arise.

Read moreFinancial Planning Checklist: Issues To Consider When Funding An Unexpected Expense
Financial Planning Checklist: Issues To Consider At the Start of 2022

Financial Planning Checklist: Issues To Consider At the Start of 2022

December 30, 2021 by Marc Bautis

Kickoff the New Year by getting your finances in check. This free downloadable will give you a place to start.

Read moreFinancial Planning Checklist: Issues To Consider At the Start of 2022
How to Manage Finances As A Couple

Episode 87 – How to Manage Finances As A Couple with Chris Felton

November 23, 2021 by Bautis Financial

Chris and his wife Marlow Felton went from broke, in debt and on the brink of divorce to financial freedom and harmony. Together, they wrote the book "Couples Money" and in this episode, Chris shares his personal journey and lessons learned along the way.

Read moreEpisode 87 – How to Manage Finances As A Couple with Chris Felton
2021 Year-End Financial Planning Checklist

2021 Year-End Financial Planning Checklist

October 13, 2021 by Bautis Financial

Set the stage for a successful new year by completing this checklist — it should only take five minutes.

Read more2021 Year-End Financial Planning Checklist
Good Credit Score Habits

4 Good Credit Score Habits

June 8, 2021 by Bautis Financial

Credit scores are so useless... until you need them! Here are some good habits to have so that when you do need a line of credit, your score will support you.

Read more4 Good Credit Score Habits
Adult teaching children financial literacy.

Preparing Your Children for Adulthood Through Financial Literacy

April 28, 2021 by Bautis Financial

With April being Financial Literacy Month, there is no better time to learn about the importance of teaching children about financial matters and helping them form good habits.

Read morePreparing Your Children for Adulthood Through Financial Literacy
Should You Play the Lottery?

How to Know if You Should Play the Lottery

January 19, 2021 by Bautis Financial

Here’s the golden rule that determines if you should buy a lottery ticket.

Read moreHow to Know if You Should Play the Lottery
How Cash Flow Leads to Financial Wellness

The First Step To Financial Wellness

January 19, 2021 by John Williams

It all starts with your cash flow.

Read moreThe First Step To Financial Wellness
  • Go to page 1
  • Go to page 2
  • Next →

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

Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get directions
862-205-5800
Contact

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 © 2022 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top