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Bautis Financial

Bautis Financial

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bautis financial secure your castle achieve your dreams

Saving for Retirement

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
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
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
Don't Make These Retirement Mistakes

4 Reasons Your Retirement Plan Might Fall Short

April 9, 2021 by Bautis Financial

Saving enough money is critical for retirement — no matter what you plan to do in your golden years. Avoid these four mistakes to stay on track.

Read more4 Reasons Your Retirement Plan Might Fall Short
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
Bautis Financial's Daily Flash Briefing

3 Questions to Ask if You Are Considering Altering Your Retirement Because of COVID-19 – Daily Flash Briefing

August 17, 2020 by Bautis Financial

Before you make the decision to postpone your retirement, ask yourself these three questions.

Read more3 Questions to Ask if You Are Considering Altering Your Retirement Because of COVID-19 – Daily Flash Briefing
Bautis Financial Daily Flash Briefing (Alexa)

Why Retirement Is Like Baking A Cake – Daily Flash Briefing

July 7, 2020 by Bautis Financial

While it may seem like an unlikely comparison, Fritz Gilbert explains how planning for retirement is a lot like baking a cake.

Read moreWhy Retirement Is Like Baking A Cake – Daily Flash Briefing
Retirement Income Planning

Episode 52 – How to Live the Retirement of Your Dreams With Fritz Gilbert of The Retirement Manifesto

July 1, 2020 by Bautis Financial

In this episode of The Agent of Wealth podcast, Marc Bautis is joined by Fritz Gilbert, a former aluminum industry professional who has chronicled every step of his retirement in his blog called The Retirement Manifesto. Here's what retirement looks like, from a first-person perspective.

Read moreEpisode 52 – How to Live the Retirement of Your Dreams With Fritz Gilbert of The Retirement Manifesto
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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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862-205-5800
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  • 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

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