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BFG in the News: Victoria answers a reader’s question about reclaiming a spouse’s pension benefits

Victoria Cannillo, a Financial Analyst at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “My husband left his assets to our daughter. What can I do?”, originally published in January 2024. Having a beneficiary for a pension plan is very important, since…

Financial Planning Retirement Planning Baron Team Insights

Baron Financial Group Advisors receive recognition

Baron Financial Group is proud to announce that Advisors Anthony Benante, CFA, Victor Cannillo, NAPFA-Registered Financial Advisor, and Nicholas Scheibner, CFP®, EA, are recognized as Five Star Wealth Managers in New Jersey (Victor and Nick) and Sarasota (Anthony). They are humbled to be multi-year Five Star Award winners. The firm has been recognized as a Women’s Choice Award firm since its inception in 2013. You can read more about the selection criteria and methodology for these awards…

Recognition Baron Team

BFG in the News: Anthony answers a reader’s question about post-retirement-investment options

Anthony Benante, CFA, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “What are good investments for after you retire?”, originally published on December 5, 2023. Investment decisions in retirement depend on your specific situation. Different investments can have different objectives.

Investing Retirement Planning Baron Team Insights

2024 Financial Checklist

The start of a New Year is a good time to share our financial checklist again. We created our checklist in January of 2020, as we began a new decade, to help people take a fresh look at their financials. 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:

Investing Financial Planning Taxes Retirement Planning Income Planning Social Security Insurance

Baron Financial Answers Video: What is the financial planning process?

Baron Financial Team Answers Questions About “Your Personal Economy”. Presented by James Suazo, ChFC®. Today’s video provides a brief summary of our financial planning process. Our process involves 4 main steps, which will eventually help answer the question, “Am I OK?”. View or listen to our video to learn more

Financial Planning Retirement Planning Income Planning Baron Team Insights Videos Baron Financial Answers