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Bautis Financial

Bautis Financial

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retirement

5 Questions to Ask Yourself 5 Years Before You Retire

5 Questions to Ask Yourself 5 Years Before You Retire

March 21, 2023 by Bautis Financial

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.

Read more5 Questions to Ask Yourself 5 Years Before You Retire
7 Most Affordable States to Retire

7 Most Affordable States to Retire

September 1, 2022 by Bautis Financial

Surprise, surprise: Florida is not at the top of the list!

Read more7 Most Affordable States to Retire
One in Five People Think a New iPhone Is Worth Going Into Debt For

One in Five People Think a New iPhone Is Worth Going Into Debt For – Daily Flash Briefing

October 22, 2021 by Bautis Financial

Before you considering upgrading to the iPhone 13, consider how much the $1,000 could get you if saved in a retirement account instead.

Read moreOne in Five People Think a New iPhone Is Worth Going Into Debt For – Daily Flash Briefing
Phased Retirement

Is A Phased Retirement Strategy Right For You?

October 12, 2021 by Bautis Financial

More and more Americans are turning to a phased retirement strategy. Could it be right for you?

Read moreIs A Phased Retirement Strategy Right For You?
Marc Bautis Advisor Commentary

Bautis Financial Advisor Commentary: September 17, 2021

September 17, 2021 by Bautis Financial

In this week's advisor commentary, Marc Bautis explains proposed legislation changes in the Build Back Better Plan and SECURE Act.

Read moreBautis Financial Advisor Commentary: September 17, 2021
Bulletproof Your Finances

5 Tips to Bulletproof Your Finances

August 24, 2021 by Bautis Financial

Protect yourself from financial distress using these five tips.

Read more5 Tips to Bulletproof Your Finances
Fidelity 401(k) Record High Savings

401(k) Accounts Reach Record Highs, Fidelity Says – Daily Flash Briefing

August 20, 2021 by Bautis Financial

Retirement savers who hold 401(k) accounts with Fidelity are socking away money like never before, despite — or maybe because of — the COVID-19 pandemic.

Read more401(k) Accounts Reach Record Highs, Fidelity Says – Daily Flash Briefing
Retirement Account Options

Webinar – 6 Retirement Account Options Everyone Must Know: Choosing the Right One When You Leave Your Job

August 16, 2021 by Bautis Financial

One of the most important retirement decisions you'll ever make is what to do with your old retirement account when you leave your job. A lot of people think it's an easy choice, but depending upon your situation you may have up to six options to choose from.

Read moreWebinar – 6 Retirement Account Options Everyone Must Know: Choosing the Right One When You Leave Your Job
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7 North Mountain Ave
Montclair, NJ 07042
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