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Personal Finance

2022 Financial Fitness Checkup

Webinar – 2022 Financial Fitness Checkup

February 10, 2022 by Bautis Financial

Discover the steps you can take to “shape up” your finances throughout the year.

Read moreWebinar – 2022 Financial Fitness Checkup
2 in 3 Americans Expect No Improvement in Their Personal Finances in 2022

2 in 3 Americans Expect No Improvement in Their Personal Finances in 2022 – Daily Flash Briefing

December 21, 2021 by Bautis Financial

Many Americans aren't confident that their financial situation will improve in the new year, citing inflation worries as the primary concern.

Read more2 in 3 Americans Expect No Improvement in Their Personal Finances in 2022 – Daily Flash Briefing
43% of Adults Say They Have Committed Financial Infidelity

43% of Adults Say They Have Committed Financial Infidelity – Daily Flash Briefing

November 19, 2021 by Bautis Financial

Regardless of the scale, financial infidelity hurts — that's why financial complications are a leading cause of divorce. Here's what a recent study revealed about shared finances.

Read more43% of Adults Say They Have Committed Financial Infidelity – Daily Flash Briefing
How to Create Infinite Wealth Using Infinite Banking

Episode 86 – How to Create Infinite Wealth Using Infinite Banking with Anthony Faso and Cameron Christiansen

November 18, 2021 by Bautis Financial

Have you ever heard of the infinite banking strategy? This intriguing approach to personal finance could be the one key that unlocks wealth.

Read moreEpisode 86 – How to Create Infinite Wealth Using Infinite Banking with Anthony Faso and Cameron Christiansen
6 Ways to Prevent Biases in Financial Decision-Making

6 Ways to Prevent Biases in Financial Decision-Making

July 22, 2021 by Bautis Financial

These research-backed behavior strategies can strengthen your investing decision-making process.

Read more6 Ways to Prevent Biases in Financial Decision-Making
Retirement Planning

There’s More to Retirement Than Just Numbers

June 21, 2021 by Bautis Financial

You may be prepared financially, but it's just as important to prepare for the emotional and psychological affects of retirement. Here's how you can get started.

Read moreThere’s More to Retirement Than Just Numbers
Finance and Investing 101

What You Need to Know About Finance and Investing

June 14, 2021 by Marc Bautis

Follow these five financial principles to ensure a successful future — and avoid some of the biggest investment mistakes.

Read moreWhat You Need to Know About Finance and Investing
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
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Contact

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

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    • 401k Plan Sponsors
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    • Business Valuation Advisor
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