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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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Retirement Money Saving Tips

How Much Do You Have Saved for Retirement?

How Much Money Do You Need to Retire? – Daily Flash Briefing

July 14, 2021 by Bautis Financial

To determine the answer to this popular question, first ask yourself these three questions.

Read moreHow Much Money Do You Need to Retire? – Daily Flash Briefing
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
How Tax Planning Changes Through the Four Stages of Retirement

Webinar – How Tax Planning Changes Through the Four Stages of Retirement

June 3, 2021 by Bautis Financial

Avoid major tax implications in retirement to maximize your nest egg. Discover how!

Read moreWebinar – How Tax Planning Changes Through the Four Stages of Retirement
How to Avoid Running Out of Money in Retirement

Episode 33 – How to Avoid Running Out of Money in Retirement

January 28, 2020 by Bautis Financial

Your first line of defense against running out of money in retirement is to start planning now.

Read moreEpisode 33 – How to Avoid Running Out of Money in Retirement
Couple Retirement Planning

6 Issues Impacting Retirement

June 19, 2012 by Marc Bautis

Let's uncover the most important — and most common — risks that can prevent you from having a successful retirement.

Read more6 Issues Impacting Retirement

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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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  • 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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