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2012 Key Financial Data
In an effort to start the New Year off on the best foot possible, I’m sending you a very handy reference card that I use. It’s called the 2012 Key Financial Data card and it can be quite helpful...
View ArticleMarch Edition of The Wealth Chronicle
Included in this month’s edition are articles on: How Smart Investors Make Money Key Financial Dates The Real Inflation Rate Creating your Financial Team
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2012: What to invest in
In the December and January issues of the Personal Finance magazines (Money, Smart Money, Forbes, Kiplingers, etc) feature articles about what stocks, bonds, and sectors to invest in for 2012. Here are...
View ArticleChoosing to Plan for Retirement or Education
Families nowadays confront a financial quandary that most families did not face 30 or 40 years ago. Families must simultaneously plan for both their retirement and their children’s college tuition....
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May is Disability Awareness Month
I help many small business owners and independent contractors put benefits packages together. One of the benefits that almost everyone considers, especially if they have children is Life Insurance....
View ArticleDistressed Property Investing
Over the past 4 years there have been a lot of attention-grabbing and doomsday-like lines about the housing market similar to these: “Housing Market Crunch”, “Mortgage Crisis”, Double-Dip Recession.”...
View ArticleJune Edition of The Wealth Chronicle
Included in this month’s edition are articles on: Distressed Property Investing – Part II Tapping your 529 plan The Iphone Summer Key Planning Dates Company Spotlight – Ambit Energy
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The Retirement Fitness Challenge
I recently authored a book focused on retirement income planning. The book is based on a program I created called The Retirement Fitness Challenge. In financial planning there is plenty of focus on...
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Bautis Financial Advisor Commentary: January 4, 2024
This is a new installment in an ongoing series where Marc Bautis and colleagues comment on hot topics in the financial industry. This week, Kayla Waller, Financial Planner, fills us in. December 2023...
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Episode 188 – The Power of a One-Page Financial Plan
Starting the new year with a concise, effective financial plan is like setting sail with a clear destination in mind. Picture this: A single page that holds the potential to transform your financial...
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2024 Key Financial Data Card
Are you familiar with how our Federal tax code originated? In 1909, progressives in Congress attached a provision for an income tax to a tariff bill. Hoping to kill the idea for good, conservatives...
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Market Recap Week of 01/02/2024 Through 01/05/2024
The S&P 500 index slipped 1.5% last week, marking a bumpy start to the new year and snapping a nine-week winning streak. The S&P 500’s decline came as investors adjusted their portfolios...
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It’s Deadline Day for the SEC’s Decision on Spot Bitcoin ETFs
Bitcoin has rallied for months ahead of the expected launch of the first US exchange-traded funds (ETF) to hold the cryptocurrency. The Securities and Exchange Commission (SEC) is expected to make a...
View ArticleWhy It’s Important to Have Life Insurance in Your 30’s
If you’re like many adults in their 30s, you’re probably going through a whole lot of big life changes. Maybe you’re buying your first home, getting married, having kids or starting a business....
View ArticleSocial Security, Medicare, and HSAs
If your employer health plan is a health savings account (HSA) paired with a high-deductible health plan (HDHP), you may have a problem when you turn 65. Why? Because once you enroll in Medicare at...
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Episode 189 – Teaching Financial Literacy In and Out of the Classroom With...
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Brian Curcio, co-founder of the financial literacy tool Rapunzl. With a free financial literacy curriculum and teaching...
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AI Will Affect Almost 40 Percent of Jobs Around the World
Artificial Intelligence (AI) is really coming for our jobs. That is, according to an analysis published by the International Monetary Fund (IMF) over the weekend. Many studies have predicted the...
View ArticleETFs vs Mutual Funds, What’s the Difference?
When looking at different investment choices, ETFs and mutual funds are most likely included in the conversation. For many investors, the difference between the two is not obvious. Similarities...
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