• 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 Tips

How to Develop a Realizable Vision for Retirement

How to Develop a Realizable Vision for Retirement

October 28, 2022 by Bautis Financial

Retirement is a totally new stage of life, but with some careful prioritizing you can design a working plan for it that may surpass all your expectations.

Read moreHow to Develop a Realizable Vision for Retirement
Mistakes to Avoid When Investing In Your 401k

Episode 117 – Mistakes to Avoid When Investing In Your 401k

August 11, 2022 by Bautis Financial

In the second of a three-part series on 401ks, Marc Bautis outlines seven mistakes people make when investing in their 401k accounts and how to avoid them.

Read moreEpisode 117 – Mistakes to Avoid When Investing In Your 401k
Mistakes to Avoid When Contributing to Your 401k

Episode 116 – Mistakes to Avoid When Contributing to Your 401k

August 4, 2022 by Bautis Financial

In the first of a three-part series on 401ks, Marc Bautis outlines six mistakes people make when contributing to their 401k accounts and how to avoid them.

Read moreEpisode 116 – Mistakes to Avoid When Contributing to Your 401k
How to Create a Good Life in Retirement

Webinar – Life After Work: How to Create a Good Life in Retirement

August 5, 2021 by Bautis Financial

It's time to build a retirement income plan that works for you! Join us for this free educational webinar to discover how.

Read moreWebinar – Life After Work: How to Create a Good Life in Retirement
IRA Planning for Boomers

Webinar – Savvy IRA Planning for Boomers

July 15, 2021 by Bautis Financial

Discover how to implement an effective distribution strategy for IRA accounts — so you can retire without stress! Join us for the webinar on July 15, 2021 at noon.

Read moreWebinar – Savvy IRA Planning for Boomers
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
  • Go to page 1
  • Go to page 2
  • Go to page 3
  • 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 © 2023 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top