Do You Have a Will? 3 Basic Estate Planning Documents You Should Have

Editor’s Note: This post was originally published January 16, 2017. The information is still current as of this date.

A 60-second read by Victor Cannillo:  If you haven’t completed your estate planning documents yet, consider making it a priority. Having your estate planning documents in place can help to prevent issues down the road and ensures that your specific wants and wishes will be carried out. For example, did you know that technically, everyone has a will? The question is do you have a personalized will or the standard state version?

Here are the 3 most basic estate documents you should have:

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Should You Reduce the Amount of Stocks in Your Portfolio When You Retire?

A 60-second read by Nicholas Scheibner: The theory of, “reduce my risk as I near retirement” has been a long-standing investment mantra for many years.  However, a reduction in risk at retirement age may not be the best course of action for every investor. The theory of reduction in risk as you near retirement needs to be looked at more closely. 

Continue reading “Should You Reduce the Amount of Stocks in Your Portfolio When You Retire?”

What is the Benefit of Umbrella Insurance & How Do I Get It?

Editor’s Note: This post was originally published March 29, 2016. The information is still current as of this date.

A 60-second read by the Baron Team: You probably have homeowner’s insurance for your home and car insurance for your vehicle, but do you have umbrella insurance? In a society where many of us are concerned about personal liability and the possibility of being sued rightly or wrongly, the more assets you accumulate the more important personal liability protection becomes.

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Continuing Our Tradition: BFG Scholarship in Its 8th Consecutive Year

Romi Joseph with Associate Financial Planner James Suazo

This year we are pleased to award a scholarship to two deserving graduates from the Fair Lawn High School Class of 2018 – Romi Joseph and Jared Weber.  Romi will study Economics at Rutgers University in New Brunswick, New Jersey and hopes to pursue a career in business.  Continue reading “Continuing Our Tradition: BFG Scholarship in Its 8th Consecutive Year”