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Bautis Financial

Bautis Financial

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Retirement Tips

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
How to Make Your Money Last in Retirement

How to Make Your Money Last in Retirement

March 31, 2021 by Bautis Financial

How big you build your nest egg will impact how long your money lasts in retirement. Likely, you already know this. But other factors matter, too.

Read moreHow to Make Your Money Last in Retirement
Saving for Retirement at Every Age

Retirement Savings Tips From Your 20s to Your 60s

March 18, 2021 by Bautis Financial

Saving for your retirement looks very different at every age. Here are some areas that we consider when giving age-appropriate advice.

Read moreRetirement Savings Tips From Your 20s to Your 60s
How Inflation Affects Retirement

How Does Inflation Affect Your Retirement? – Daily Flash Briefing

July 21, 2020 by Bautis Financial

The answer is simple: Inflation decreases the purchasing power of your money in the future.

Read moreHow Does Inflation Affect Your Retirement? – Daily Flash Briefing
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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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862-205-5800
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    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
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    • Our Difference
  • Who We Work With
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    • 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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