The "Baron Financial Group Market Update" is a video series where we present what has happened in the markets, what our team is doing now, and what we are looking at down the road. In February, diversification shines. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA, CFP®. Watch our February 2026 Market Update video here:
Victoria Cannillo, an Associate Financial Planner at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, originally published in January 2026. It is important to have your ducks in a row for RMDs (Required Minimum Distributions) as there are penalties for missing an RMD. The types of accounts that count toward your RMD calculation are tax-deferred accounts, such as…
As you start to compile the documents you need for filing your tax return, it might be helpful to reference our flowchart below in determining what documents are needed. It is important to wait for all of your tax documents to arrive before filing, especially if you are thinking of filing your taxes early this year. Keep in mind the following:
The "Baron Financial Group Market Update" is a video series where we present what has happened in the markets, what our team is doing now, and what we are looking at down the road. Plus, is automatic bill payment right for you and Your Personal Economy? It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA, CFP®. Watch our January 2026 Market Update video here:
The start of a New Year is a good time to share our financial checklist. Here are some priorities for you to review, plan for, and update in 2026. As Financial Advisors, we are dedicated to educating our clients and our community about the importance of their financial health. We hope you find this checklist helpful! You can download the checklist here:
Victor Cannillo, a Wealth Manager/Partner at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, originally published in October 2025:, “I’m divorced. How do I make sure my money is in the right place?” To help you navigate your post-divorce financial life, we would recommend working with a Registered Investment Adviser (RIA).
We wish you and your families a Happy, Healthy, and Prosperous New Year! As we begin a New Year, we would like to take this opportunity to say Thank You! Click here to see the rest of our video message…
The "Baron Financial Group Market Update" is a video series where we present what has happened in the markets, what our team is doing now, and what we are looking at down the road. Plus, a few New Year’s resolutions for Your Personal Economy. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA, CFP®. Watch our December 2025 Market Update video here:
We wish you and your loved ones a holiday season filled with joy and happiness! Here are our perennial top 10 wishes for you:
What 5 things should you be thinking about at the end of the year when it comes to your finances? 1. Review your personal budget and commit to a savings plan for 2026. 2. Review your long-term investment strategy...
The Social Security Administration (SSA) announced on Friday, October 24, 2025 that it will be increasing Social Security (SS) and Supplemental Security Income (SSI) benefits for 75 million Americans by 2.8 percent. This cost-of-living adjustment (COLA) will begin for more than 71 million SS beneficiaries in January 2026 and for more than 7.5 million SSI beneficiaries, on December 31, 2025
The "Baron Financial Group Market Update" is a video series where we present what has happened in the markets, what our team is doing now, and what we are looking at down the road. Year-End planning items for Your Personal Economy are discussed. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA, CFP®. Watch our November 2025 Market Update video here: