Bautis Financial
Secure your Castle, Achieve your Dreams.
Target-date funds offer a simplified approach to building a portfolio that aligns with your retirement goals. But, before you invest, let’s explore what they are, how they work, and how to decide if a target-date fund is the right choice for you.
Are you concerned about financing your child's college education while still safeguarding your own retirement? We understand the weight of these financial responsibilities… But it is possible to strike a balance. Tune in for valuable insights and practical tips.
Retirement planning takes on added urgency the closer you get to leaving your job. Imagine your future by looking at these five major factors: housing, activities, lifestyle, life expectancy and unexpected events.
Before you considering upgrading to the iPhone 13, consider how much the $1,000 could get you if saved in a retirement account instead.
More and more Americans are turning to a phased retirement strategy. Could it be right for you?
In this week's advisor commentary, Marc Bautis explains proposed legislation changes in the Build Back Better Plan and SECURE Act.
