Continuing Our Tradition: BFG Scholarship in Its 9th Consecutive Year
This year we are pleased to award a scholarship to two deserving graduates from the Fair Lawn High School Class of 2019 – Elisabeth Koyfman and Thomas Lichtmann.
This year we are pleased to award a scholarship to two deserving graduates from the Fair Lawn High School Class of 2019 – Elisabeth Koyfman and Thomas Lichtmann.
1. Turning wealth into income – creating a total return strategy that produces a continuous paycheck just like you had when you were employed 2. Revising your investment strategy – which was successful for the accumulation phase but may not work as well now during the distribution phase 3. Protecting against new risks and concerns...
As we celebrate our nation’s independence, we honor the courageous men and women dedicated to preserving our freedom. We wish all our clients and friends a Happy Independence Day!
A 60-second read by the Baron Team: Congratulations 2019 College graduates! Throw that mortarboard as high in the air as you can and before it circles back down to earth, start thinking about saving for your retirement. You are most likely going to be responsible for setting yourself up for a successful retirement, so your best bet is to invest early and often.
At Baron Financial Group, our team is our greatest asset. With the shared goal of improving our clients’ lives, we incorporate a collaborative approach throughout our process to help ensure you get maximum value out of the time you spend with us. We are pleased to announce the addition of two new team members to our client service team: Johanna Valdueza and Angela Ludvigsen!
Warren Buffett said, “Investing is simple, but not easy.” You would think that if something were simple that it would be easy. Not so. Take losing weight. Burn more calories than you take in. The surefire way to invest is to buy low and sell high. Both are very simple, but extremely difficult.
A 60-second read by Anthony Benante, CFA: What value does a Comprehensive Financial Advisor offer? There is the obvious – offering expertise in investment management and financial planning, and then there is the not-so-obvious.
Baron Financial Group’s Nicholas Scheibner was recently quoted in a CNBC.com article by Annie Nova on the topic of trade wars and its impact on investments. Here’s what Nick had to say:
A 45-second read by Victor Cannillo: If you want to help a relative pay for college, you can pay the money to the college directly without incurring any gift taxes. However, you need to ask the school if this would affect the need-based aid eligibility of the student because each school handles this differently. For example, if the school views the money as a payment of the student’s account, then most likely it would not affect financial aid. But if the money is treated as a resource, then it will reduce the student’s aid “dollar-for dollar.”
Baron hosted their fifth annual Casino Night client appreciation event on May 9, 2019, at Macaluso’s in Hawthorne, New Jersey. Attendees were given “play” money to participate in the casino games, ensuring no one could lose real money.
There are many factors to explore when choosing a retirement date. What would you like your retirement to look like? Watch our 40-second video to learn about planning for retirement.
Your wealth manager should be on the leading edge of every facet of your financial life, anticipating your needs and helping you create an investment strategy to achieve your goals. CFA charterholders blend intellectual curiosity and expertise to deliver premium advice. They are the difference you need. Here’s why: