Bautis Financial

06/24/2026

Being named an executor is an honor, but it also comes with significant responsibilities.

Before an estate can be closed, there are debts to resolve, assets to distribute, tax filings to complete, and important administrative details to address.

Our Estate Closing Checklist can help you navigate the process and avoid common oversights.

Learn more here: https://bautisfinancial.com/what-to-consider-before-closing-an-estate/

06/24/2026

Federal student loan holders may soon qualify for a discount on their interest rate if they sign up for automatic payments. However, to be eligible for the reduced rate, your debt must be in good standing and from the Direct Loan program.

Learn more, via :

To qualify for the U.S. Department of Education's new interest rate discount on student loans, borrowers must meet several requirements. Here's what to know.

06/24/2026

Summer is here! As we welcome the vibrant days and the season of travel, it’s crucial to mark your calendars with important financial dates – that way, we don’t miss them.

At Bautis Financial, we understand the importance of staying informed and organized when it comes to your finances. That’s why we’re excited to share that the Summer 2026 Key Deadlines card is now available.

Free Download:https://bautisfinancial.com/wp-content/uploads/2026/06/Summer-2026-Key-Planning-and-Investment-Deadlines.pdf

Stay ahead this summer with our guide to key financial deadlines, tax dates, market closures, and more. Download our postcard and plan your year with confidence!

Read More: https://bautisfinancial.com/summer-2026-key-planning-and-investment-deadlines/

06/23/2026

Most people update their beneficiaries after a major life event.
The problem? Life changes in between those events.

In this clip, Marc Bautis explains why an Annual Beneficiary Audit should be part of your financial routine and how understanding the difference between probate assets and direct-transfer assets can help protect your wishes.

Learn more: https://bautisfinancial.com/why-beneficiary-designations-can-override-will/

06/23/2026

When headlines are everywhere, it's easy to confuse urgency with opportunity.

Whether it's an IPO, a hot stock, or a private investment, asking the right questions can help you separate excitement from sound decision-making.

Here are five questions worth asking before you invest: https://bautisfinancial.com/5-questions-every-investor-should-ask-before-jumping-in/

06/22/2026

By 2035, an estimated 6 million small businesses could face an ownership transition. That’s not a distant trend — it’s a near-term reality. Each transition represents decades of work, relationships & value changing hands. For investors and families, timing will matter more than ever.

Are business owners ready for the wave?

06/22/2026

Market Recap: The S&P 500 gained 0.9% last week as investors welcomed a new US-Iran peace agreement and another Fed rate pause.

Technology stocks led the rally, while energy shares fell as oil prices declined.

Here's what moved markets — and what investors should watch this week: https://bautisfinancial.com/market-recap-week-of-6-15-2026-to-6-19-2026/

06/21/2026

Today and every day, we celebrate the incredible dads who make our lives brighter. From the Bautis Financial Dads to yours… Happy Father’s Day!

06/20/2026

Life is unpredictable. Storms, emergencies, or unexpected expenses can hit anytime. Make sure your finances are ready. This guide walks you through emergency funds, insurance, estate documents & a practical disaster planning checklist:

Emergencies can strike at any time, but the right preparation can protect you. This guide covers building an emergency fund, reviewing insurance, leveraging home equity, and updating important documents. Use the included disaster planning checklist to identify household risks and pair them with solu...

06/19/2026

Think your estate plan is complete because you have a will?
Not so fast.

Marc Bautis shares a critical estate planning truth that catches millions of Americans off guard: beneficiary designations generally override your will. That's why reviewing them regularly can be one of the most impactful actions you take for your family.

A few minutes today could prevent years of headaches later.

Full episode: https://bautisfinancial.com/why-beneficiary-designations-can-override-will/