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Year-End Financial Planning

2021 Year-End Financial Planning Checklist

2021 Year-End Financial Planning Checklist

October 13, 2021 by Bautis Financial

Set the stage for a successful new year by completing this checklist — it should only take five minutes.

Read more2021 Year-End Financial Planning Checklist
Year End Financial Planning: Part 4

Episode 6 – Your Year-End Financial Planning Checklist: Part 4

November 26, 2018 by Bautis Financial

How often do you reassess your tax planning or insurance policies? In the fourth and final part of Marc Bautis’ mini-series on year-end financial planning, Marc shares several ways you can reassess your taxes and insurance to maximize your financial potential. In this episode, you will learn: How the new tax laws will affect your …

Read moreEpisode 6 – Your Year-End Financial Planning Checklist: Part 4
Year End Financial Planning: Part 3

Episode 5 – Your Year-End Financial Planning Checklist: Part 3

November 8, 2018 by Bautis Financial

It’s time for part three of Marc Bautis’ financial planning series! Today, Marc details how you can plan for major life transitions, like selling a home or adopting a child. In this episode, you’ll learn: How to determine if downsizing will actually save you money. Four options for your 401(k) or retirement account if you …

Read moreEpisode 5 – Your Year-End Financial Planning Checklist: Part 3
Year End Financial Planning: Part 2

Episode 4 – Your Year-End Financial Planning Checklist: Part 2

October 26, 2018 by Bautis Financial

In this episode of The Agent of Wealth Podcast, host Marc Bautis is back to share part two of the 2018 Year-End Financial Planning Checklist. In this part, you’ll learn everything you need to know about making retirement plan contributions before 2019 begins.   In this episode, you will learn: The benefit of making contributions …

Read moreEpisode 4 – Your Year-End Financial Planning Checklist: Part 2
Year End Financial Planning: Part 1

Episode 3 – Your Year End Financial Planning Checklist Part 1

October 12, 2018 by Bautis Financial

Do you wait until April to look over your finances? If so, you’re not alone; most people wait until spring to do a review. But there are financial matters that need to be taken care of by December 31st. Here’s what you will learn about in this episode: Why you need to check on your …

Read moreEpisode 3 – Your Year End Financial Planning Checklist Part 1

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Montclair, NJ 07042
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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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