Latest From Our Blog

Because we have personally seen several recent phishing emails claiming to be from Amazon, Chase Bank, Capital One, the IRS, among others, we felt it was important to remind everyone to be aware of fraudulent emails and phone calls asking for personally identifiable information. It is key to remember that you will never receive an email or a phone call, from the IRS or your bank, asking for your social security number or account number. Always assume this is a fraudulent call or email and do not give out any sensitive information.

The Five Star Wealth Manager award, administered by Five Star Professional, recognizes professionals in the financial services industry who are committed to excellence. Baron Financial Group is proud to announce that Advisors Anthony Benante, Victor Cannillo, and Nicholas Scheibner are recognized as 2020 Five Star Wealth Managers in New Jersey.

Start the new decade with a fresh look at your financials. Here is a checklist to get you started:

In the spirit of the season, a donation has been made to the Fair Lawn Food Pantry in Fair Lawn, New Jersey and to the All Faiths Food Bank in Sarasota, Florida.

As part of Congress’ year-end budget deal, the SECURE Act (Setting Every Community Up for Retirement Enhancement) has been signed into law. The SECURE Act includes many changes that will affect retirement accounts starting in 2020. Below is a summary of some of the major changes:

What 5 things should you be thinking about at the end of the year when it comes to your finances?

Victor Cannillo and Nicholas Scheibner of Baron Financial Group recently spoke to the senior residents of the New York Medical College Pediatric Residency Program in Valhalla, NY about financial planning.

In this season of gratitude, we pause to say Thank You to our clients, family and friends. As is the firm’s practice at Thanksgiving, we donate to our local food pantry to help those less fortunate in our community.

Start by choosing one who listens to you… Baron Financial Group is a member of NAPFA (National Association of Personal Financial Advisors). We are a Fee-Only firm that is compensated solely by the client, not by the purchase or sale of a financial product. Our fiduciary responsibility is to put the best interests of our clients first.

If you are considering an additional car purchase (for your child or for yourself), there are several financing options that you may want to consider to determine the best way to pay for the car. Here are some pros and cons of the possible options:

What is the best age to file for your Social Security? There are many factors to consider when planning to maximize your benefit, including your specific situation. Watch our 2 1/2 -minute video to learn more about what factors to consider.

Continuing our tradition of support for Spectrum for Living, Baron Financial Group proudly sponsored their Annual Walkathon – 5K & Doggie Dash. The event was held Saturday, September 28, 2019 at Overpeck Park in Ridgefield, NJ. We were happy to also support Spectrum for Living’s annual Gala.