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Surprise Expenses

Retirees Planning for Expenses

Most Retirees Face Surprise Expenses – and Many Aren’t Prepared

January 21, 2026 by Bautis Financial

Most retirees face surprise costs every year — from health care to home repairs — yet many don’t have enough cash on hand to cover them. New research highlights why planning for liquidity is just as important as planning for income.

Read moreMost Retirees Face Surprise Expenses – and Many Aren’t Prepared

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8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
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  • Schedule a Call
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Podcast
    • Agent of Wealth
  • Client Access
    • Wealth Center
    • Orion

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