• 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

Retirement Planning

SECURE Act Changes to Required Minimum Distributions

Episode 37 – The SECURE Act and Changes to Your Retirement Plan

February 24, 2020 by Bautis Financial

Catch up on the SECURE Act's biggest changes and how these changes may impact your financial plan.

Read moreEpisode 37 – The SECURE Act and Changes to Your Retirement Plan
Bautis Financial Daily Flash Briefing (Alexa)

Understanding Capital to Income Ratio for Retirement – Daily Flash Briefing

January 21, 2020 by Bautis Financial

Are you on track for retirement? Understanding this ratio can help you answer that question.

Read moreUnderstanding Capital to Income Ratio for Retirement – Daily Flash Briefing
What CPAs should know about IRAs

Episode 24 – 10 Things CPAs Should Know About IRAs: Part 1

August 15, 2019 by Bautis Financial

Are you using IRAs to their greatest potential? Here's how to utilize them for a financially free retirement.

Read moreEpisode 24 – 10 Things CPAs Should Know About IRAs: Part 1
How to Handle Stock Market Declines

How to Handle Market Declines

December 18, 2018 by Bautis Financial

Discover strategies you can employ to fight the urge of making emotional decisions in times of market turmoil.

Read moreHow to Handle Market Declines
Should You Pay Off Your Student Loans or Save For Retirement?

Pay Off Student Loans or Save For Retirement?

August 4, 2014 by Bautis Financial

Funding college is an investment in your future, but so is saving for retirement. Let's get to the bottom of which you should prioritize.

Read morePay Off Student Loans or Save For Retirement?
  • ← Previous
  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Go to page 4

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