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Nicholas Scheibner, CFP®, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “Should my wife apply for Social Security on my account?”, originally published on July 6, 2023. When your wife applies for Social Security, Social Security will automatically apply for both her own retirement benefits and spousal benefits. This is called “deemed filing”. If your wife never worked…

Now that we are in an active hurricane season, a good reminder is that we do see an increase in scams related to natural disasters. Be on the lookout for disaster-relief, insurance, or charity-relief scams. Here are some helpful tips/reminders from the FCC (Federal Communications Commission) to keep in mind:

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. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA. Watch our August 2023 Market Update video here:

It is easy to see blind spots in others, but incredibly difficult to see them in ourselves – that is why it is called a blind spot. It is near impossible to be objective when it comes to our personal circumstances. That’s why we engage trained professionals – to look at all angles. We may go see a doctor, lawyer, or financial advisor to help us be aware of what we do not see, teach us what we do not know, and improve our perspectives – so we can ultimately make better decisions. For your financial well-being, we suggest the following:

The “Affordable New Jersey Communities for Homeowners and Renters” program (ANCHOR) has been renewed for the second year. This year’s program provides property tax relief to NJ residents who either owned or rented their main residence on October 1, 2020 and met the income limits (Your 2020 NJ gross income was not more than $250,000 for homeowners, and $150,000 for tenants). Some important information to take note of:

Victor Cannillo, NAPFA-Registered Financial Advisor, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “I’m 69. How long can I contribute to a Roth?”, originally published on June 27, 2023. For 2023, the total contribution limit is $6,500 per year; $7,500 if you’re over 50. You can contribute to your Roth IRA in perpetuity as long as you’re still…

Some traditions live on. Growing up in a first-generation Italian household, Victor Cannillo, of Baron Financial Group, learned how to make fresh mozzarella - a tradition going back 100 years, beginning with his grandfather. In this short video, Victor keeps the tradition alive, demonstrating how to make mozzarella with his family. Although Victor has some serious mozz-making skills, he is also a Financial Advisor, helping clients with investing and financial planning for over 25 years. As an advisor, Victor likes to say, “we eat our own cooking”, meaning Baron Financial Group invests their own money in the same way they do their clients – in a globally-diversified, and risk-appropriate strategy.

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. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA. Watch our July 2023 Market Update video here:

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...

This year we are pleased to award a Baron Financial Group scholarship to two deserving graduates from the Fair Lawn High School Class of 2023 who are continuing their education in a business program – Stephen Toth and Mia Marchan. Continuing our commitment to education and to supporting our future business leaders, Baron Financial Group is honored to help these deserving students further their education.

Baron Financial Team Answers Questions About “Your Personal Economy”. Presented by Victor Cannillo, NAPFA-Registered Financial Advisor. Today’s video answers the question, how do I create an income stream in retirement? We are going to cover three common income resources that may be available to you in retirement. View or listen to our video to learn more.

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. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA. Watch our June 2023 Market Update video here: