Monthly Archives: November 2018


Episode 6 – Last Chance Financial Planning: Part 4

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 taxes
  • The benefits of the “bunching deductions” strategy
  • The importance of reevaluating previously held tax strategies
  • How often you should check your insurance policies—and why
  • And more!

Join Marc now and learn how to make the most of your taxes and insurance in the new year!

Resources: Bautis Financial | 862-205-5800 | Part 1 | Part 2 | Part 3 | 2018 Year-End Financial Planning Checklist



Episode 5 – Last Chance Financial Planning: Part 3

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 change jobs
  • What Americans’ number one motivator is for organizing their finances
  • Marc’s recommendation for choosing a guardian for your estate plan
  • And more!

Tune in now and learn how you can prepare confidently for your life transitions!

Resources: Bautis Financial | 862-205-5800 | Episode 4-Your 2018 Year-End Financial Checklist: Part 2| 2018 Year-End Financial Planning Checklist