In this informative video, Bayntree Financial Advisor Cristina Perez walks you through the differences between a Traditional IRA and a […]

In this informative video, Bayntree Financial advisor Jonathan Gengle walks you through the important points to look for in your […]

In this informative video, Bayntree Financial advisor Cristina Perez emphasizes the significance of an SPD (Summary Plan Description) for a […]

Join Bayntree Financial Advisor Cristina Perez as she explains the fees associated with your 401K plan. She’ll go over the […]

What the SECURE Act 2.0 Means for You Join Bayntree Financial Advisor Cristina Perez as she discusses the SECURE Act […]

What You Need To Know To End The Year Right In this month’s educational video, “Year-End Planning” we discuss what […]

And Planning Tips for Year-End & 2023 In this month’s educational video, we discuss upcoming changes in your 401k contribution […]

In this month’s educational video, we discuss what rebalancing means and why it’s important. Join Cristina Perez, a Bayntree Financial Advisor, as […]

In this month’s educational video, we discuss the importance of regularly reviewing the beneficiaries for your accounts. Join Cristina Perez, […]