Welcome to a selection of our financial education offerings from the Baron Financial Group

Upcoming seminars at locations in Bergen and Morris Counties

  • Discussions:
    • June 20:  Allendale - Lee Memorial Library 7:00pm - 8:30pm
    • July 11:  Morristown - Morris Museum - 2:00pm - 4:00pm or 7:00pm - 9:00pm
  • Six hour seminars in three separate sessions
    • September 25, October 2, and 9:  Franklin Lakes Public Library - 1:00pm - 3:00pm  - Part of the "Financially Empowering Women™" program
    • October 1, 8 and 15:  William Paterson University - 6:30pm - 8:30pm

Articles of Interest

  1. Boomers View Retirement as a Time of Reinvention -- and Much Uncertainty
  2. Tactical Asset Allocation: Fine Tuning a Longer-Term Strategy
  3. Working Past Your Normal Retirement Age
  4. Understanding Correlation
  5. Sector Funds: Are They Worth a Look?
  6. Marriage and Money: Finding a Happy Balance
  7. High-Yield Bonds: Income Potential at a Price
  8. Why Diversification Matters
  9. Stretch IRA: A Handy Estate-Planning Tool
  10. Weaving Spiders and Other Exchange-Traded Funds Into Your Investment Net
  11. Three Steps to Help Reduce Debt
  12. Tips for Finding Bargain Stocks
  13. Does Your Portfolio Reflect Your Risk Tolerance?
  14. Expand Your Investment Horizon With Foreign Bonds
  15. Understanding Mutual Fund Categories
  16. Get Ready for Your Year-End Review
  17. Life Insurance -- Can You Afford Not to Have Enough?
  18. How Can I Reduce My Credit Card Debt?
  19. How Much Health Insurance Do I Need?

Baron Financial Web Casts

  1. "Estate Planning is for Everyone," on the Equity Trust Professional Network
  2. "Fraud: you may be a target ... You Don't Have to be a Victim"
  3. "It's a New Year.  Now What?  Get Your Finances in Order"

 

Interviews with Baron Financial Advisors

  1. "Financial Planning," with Judith West on "Getting Your Money's Worth", July 12, 2009
  2. "Picking a Financial Advisor" with Eric Landskroner on the News 12 New Jersey's "It's Your Money" series
  3. "529 Plans for College" with Tom Layson on the News 12 New Jersey's "It's Your Money" series
  4. "Fee-only Financial Advisors" with Tom Layson on the News 12 New Jersey's "It's Your Money" series
  5. "Comparing Financial Advisors with Stock Brokers" with Tom Layson on the News 12 New Jersey's "It's Your Money" series
  6. "Comparing Managed Portfolios with Index Funds" with Tom Layson on the News 12 New Jersey's "It's Your Money" series

Print articles with Baron Financial Advisors

  1. "Financial Fitness," an article with Laura Mattia and Kristen Totaro, the Area Director of Mountain Lakes Living magazine.
  2. "A Firm Belief in Fee-Only Financial Planning," with Joan Verdon, The Record, May 16, 2010
  3. "Money Matters (a Special Report):  Family Monday," with James Shagawatt, The Wall Street Journal, December 2, 2008

NAPFA Money Bus Tour