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Baron Financial Group Supports Special Needs Community

Baron Financial Group is committed to helping families with special needs plan for their future through the fiduciary services we provide. In addition, we are proud of the philanthropy we dedicate to organizations like Spectrum for Living (see more about Spectrum below). Baron’s founding partner, Victor Cannillo’s relationship with a special needs family member made him aware of the many challenges associated with those with developmental disabilities. It led him to...

Financial Planning Philanthropy Baron Team

BFG in the News: Nick answers a reader’s question about paying for college expenses

Nicholas Scheibner, CFP®, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “College bills are due soon. Which money should we use first?”, originally published on July 5, 2022. As with most financial questions, the answers will depend on your individual situation, but you can think of the three accounts as...

Financial Planning Taxes College Planning Insights

Be Alert to Potential Scams

Baron Financial Group is committed to keeping your personal information safe and educating you on how to remain vigilant. With that in mind, we are sharing this bulletin from Schwab regarding potential scams. We have not received notification of any fraudulent activity with Baron Client Accounts. The following is an educational communication from Schwab to make you aware of what scams to look out for.

Investing Financial Planning Insights

Continuing Our Tradition: BFG Scholarship in its 12th Consecutive Year

This year we are pleased to award a Baron Financial Group scholarship to two deserving graduates from the Fair Lawn High School Class of 2022 who are continuing their education in a business program – Artem Beliavski and Jessica Olshefski. Continuing our commitment to education and to supporting our future business leaders, Baron Financial Group is proud to help these deserving students further their education.

Philanthropy

Happy Fourth of July from Baron Financial!

As we celebrate our nation’s independence, we honor the courageous men and women dedicated to preserving our freedom. In the spirit of the holiday, Baron Financial Group is proud to help sponsor Adopt-a- Soldier Platoon’s Salute to American Heroes Gala Event on October 20, 2022 The annual event raises money for “Operation Wounded Care”.

Philanthropy

BFG in the News: Nick answers readers’ questions about Social Security Benefits

Nicholas Scheibner, CFP®, is quoted on the topic of Social Security benefits, answering readers’ questions on NJMoneyHelp.com by Karin Price Mueller. “I never paid into Social Security. Can I get benefits anyway?”, originally published on May 2, 2022. “If I file for Social Security first, can I still get spousal benefits?”, originally published on June 13, 2022.

Income Planning Social Security Baron Team Insights

Why is portfolio rebalancing important during times of market volatility?

Rebalancing is one of the most important tasks we perform as we manage our clients’ investments. It is important that our clients understand the term “opportunistic rebalancing” and how it relates to your portfolio. Victor Cannillo, Wealth Management Principal at Baron Financial Group, answers these questions about rebalancing: What is it? Why do we recommend it? And how frequently will we employ it?

Investing Insights Videos Baron Financial Answers

We Honor Our Veterans

Baron Financial Group honors the brave men and women who gave their lives serving our country. To honor all our veterans, a donation has been made to: Adopt-a-Soldier Platoon, an all-volunteer 501(c)(3) public charity that has been supporting our Troops since April 2003 and is based in Fair Lawn, NJ. Baron will be closed on Monday, May 3oth in observance of Memorial Day.

Philanthropy