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:
In this season of gratitude, we pause to say Thank You to our clients, family, and friends. We are grateful for your trust and confidence in us. Thank you for the privilege of getting to know and work with you. In this season of giving, we donate to our local food pantries to help those less fortunate in our community.
For enhanced security with your Baron Portal, Multi-Factor Authentication (MFA) will be enabled starting on Friday, November 21, 2025. OTP (One-Time Passcode) will become the default MFA method. You will automatically receive an OTP via email each time you log in. For more information...
In honor of Veterans Day, and the heroes who serve our country, Baron Financial Group is proud to donate to the "Building Homes for Heroes®" project: Building Homes for Heroes® is determined and devoted to bringing renewed hope to our nation’s injured veterans. The organization builds or modifies homes, and gifts them, mortgage-free, to injured veterans and their families, while providing support services to enable them to build better and brighter lives and reach new heights.
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. The 2026 Social Security Adjustment has been set. 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 October 2025 Market Update video here:
October is Cybersecurity Awareness Month and a good time to remind everyone to be vigilant when it comes to preventing fraud. It is especially important to let us know if you receive any suspicious calls or emails related to your Baron accounts. Baron Financial Group is committed to the protection and security of your personal information. As part of our Responsible Guidance platform, we have created a multi-part video series to educate you on Cybersecurity. Part 2 of our series discusses how we protect your data through our cybersecurity program, which includes:
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. Is current investment performance causing recency bias? 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 September 2025 Market Update video here:
Medicare is health insurance for individuals who are 65 and older, under 65 with certain disabilities, or those who have End-Stage Renal Disease (ESRD) or Amyotrophic Sclerosis (ALS). The Medicare annual open enrollment period for the 2026 Medicare Advantage and Part D prescription plans begins Oct. 15, 2025, and runs through December 7, 2025. You can change your Medicare Advantage and Part D plans without special enrollment requirements. Should I change my Medicare coverage during open enrollment?
If you are thinking about retirement, we strongly suggest you plan ahead and consider what your retirement needs and goals will be and what financial resources are available for you to support your anticipated lifestyle. Here are Baron's suggested top ten priorities when planning for retirement:
As part of the “One Big Beautiful Bill Act” (OBBBA) that was signed into effect on July 4, 2025, there are several “clean energy” tax credits that will expire. Please see below some deadlines to be aware of if you were considering any of these purchases and/or improvements.
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. Economic data continues to be mixed in August. 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 August 2025 Market Update video here:
The ANCHOR program is available for eligible New Jersey residents who owned or rented their main residence as of October 1, 2024. If you are a New Jersey resident who is 65 and older or was receiving Social Security Disability benefits on December 31, 2024, you can now submit a single application for Property Tax Relief for tax year 2024. For easy reference, the following information has been gathered from the NJ Treasury - Division of Taxation website for Senior Freeze, ANCHOR, and Stay NJ programs.