Bautis Financial

06/02/2026

Every saving and investment action involves different risks and returns, therefore understanding your appetite for risk is one of the most essential aspects to creating a financial plan.

Use our cutting edge technology to pinpoint your acceptable levels of risk and reward with unparalleled accuracy: https://bit.ly/3s3NoKf

If you've never taken a risk assessment before, our advisors can walk you through an assessment. Schedule a call: https://bit.ly/3ApFdMk

06/02/2026

A financial legacy isn't just about what you leave behind — it's about how it's received.

Inherited IRAs can help support future generations, but beneficiaries who misunderstand the rules may face avoidable taxes, penalties, and missed opportunities.

We've outlined seven of the most common inherited IRA mistakes and how to avoid them: https://bautisfinancial.com/7-inherited-ira-mistakes-to-avoid/

06/02/2026

The personal savings rate has fallen to one of its lowest levels in decades as rising costs continue to strain household budgets. Here’s what it could mean for your financial plan:

The U.S. personal savings rate has fallen to one of its lowest levels in decades as rising costs continue to pressure household budgets. Learn what it could mean for your financial plan.

06/02/2026

Today we’re celebrating a special milestone: Kayla Waller's 5-year anniversary at Bautis Financial!

Over the past five years, Kayla has made a meaningful impact on our clients and our firm. As a CERTIFIED FINANCIAL PLANNER™ professional, she helps individuals and families navigate important financial decisions with clarity, confidence, and a personalized approach.

Kayla plays an integral role in our process, bringing technical expertise, thoughtful guidance, and a genuine commitment to helping clients achieve their goals. Whether she's developing comprehensive financial plans, helping clients prepare for retirement, or providing ongoing support through life's transitions, Kayla consistently delivers the care and professionalism that define the Bautis Financial experience.

Congratulations, Kayla!

Read Kayla's biography: https://bautisfinancial.com/our-team-kayla-waller-cfp/

06/01/2026

Want to raise money-savvy kids? It all begins with teaching financial literacy — and the earlier, the better! In this article, discover fun and engaging ways to make financial education a family affair:

This article delves into the importance of financial literacy for children and offers practical strategies for teaching them money management, budgeting, and investing. Start early and foster open conversations to equip your kids with the skills they need for a secure financial future.

06/01/2026

Six months into the year, it’s worth asking: Are your financial strategies still aligned with your goals? A thoughtful mid-year review can uncover risks and identify opportunities you may have missed.

Let’s walk through the seven key areas to assess during your mid-year money checkup:

Six months into the year, it’s worth asking: Are your financial strategies still aligned with your goals? A thoughtful mid-year review can uncover risks and identify opportunities you may have missed. Let’s walk through the seven key areas to assess during your mid-year money checkup.

06/01/2026

For many homeowners, their house is their largest asset. But when does it make sense to tap into that equity?

John Williams, CFP®, explains the differences between HELOCs, home equity loans, and cash-out refinances — and how to determine which option may fit your goals.

LISTEN: https://bautisfinancial.com/episode-295-common-home-equity-options-what-every-homeowner-needs-to-know/

Tune in for a practical framework that can help you determine which home equity option best aligns with your cash flow needs, borrowing goals, and overall financial plan.

06/01/2026

Market Recap: The S&P 500 climbed to another record high last week, extending its winning streak to nine consecutive weeks and finishing May with a gain of 5.15%. Technology stocks led the rally, supported by strong earnings and continued enthusiasm around artificial intelligence.

Learn more: https://bautisfinancial.com/market-recap-week-of-5-26-2026-to-5-29-2026/

05/31/2026

Estate planning mistakes rarely come from one bas decision. They happen when good decisions are made in isolation. The deed affects the tax plan. Beneficiary forms affect the will. Trusts affect property titles. Estate planning is a system — and it only works when the pieces work together.

Intentions are great. Outcomes matter. Here's what to know.

05/29/2026

Higher inflation doesn’t necessarily require a new financial plan. It may simply require revisiting assumptions, maintaining flexibility, and focusing on what you can control:

Inflation is rising again, and interest rates may stay higher for longer. Learn how to adapt your financial plan and stay focused on long-term goals.