In honor of Veterans Day, we recognize all who have served our country, including the veterans in our Baron family. Their service and sacrifice hold a special place in our hearts. As a way of giving back to those who have given so much, we are proud to support Building Homes for Heroes®, an organization that provides mortgage-free, specially adapted homes to disabled veterans and their families.
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. This month we highlight the importance of tracking your 2026 budget and how we can help. This 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 2026 Market Update video here:
Could a Qualified Charitable Distribution (QCD) be a smart way to give directly from your IRA? If you’re age 70½ or older, a QCD may allow you to support the charities you care about while potentially reducing taxable income from your IRA. The rules can be confusing, so we’ve created a simple guide to walk you through the key requirements and considerations.
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. This month we highlight how higher interest rates may help with inflation pressures. This 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 2026 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 2027 Medicare Advantage and Part D prescription plans begins Oct. 15, 2026, and runs through December 7, 2026. You can change your Medicare Advantage and Part D plans without special enrollment requirements. Should I change my Medicare coverage during open enrollment?
A 30-second read by the Baron Team: If you are currently a Medicare card holder, below are some fraud-prevention tips provided by Medicare.gov that you may want to be aware of. Just like your credit card or social security card, you want to make sure your Medicare card and/or number is always protected.
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:
On this 25th anniversary of the terrorist attacks of September 11, 2001, we remember and mourn those who lost their lives, and we honor those who survived the unthinkable. We also honor the courageous first responders who answered the call that day, putting their own lives at risk to save others. We especially remember FDNY Firefighter Frank Anthony Palombo, beloved father of Maria Suazo and father-in-law of James Suazo, a valued member of the Baron Financial Group team for over a decade. We honor Frank’s courage, service, sacrifice, and the many lives he touched. May his memory, and the memory of all those lost on September 11, always be a blessing.
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. This month, we highlight planning ideas for the last 4 months of the year. This 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 2026 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, 2025. If you are a New Jersey resident who is 65 and older or was receiving Social Security Disability benefits on December 31, 2025, you can now submit a single application for Property Tax Relief for tax year 2025. 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.
James Suazo, a Wealth Manager at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, originally published in August 2026. “I just turned 60 and wanted to do a major renovation to the house. The house is almost paid for. Is there any benefit in taking a second mortgage or home equity loans to pay for the repairs?…
Fran Weizman has retired from her full-time role at Baron Financial Group after nearly 20 years with us. We wish her a retirement filled with health, happiness, exciting travel, good books and plenty of Mahjong wins! I am happy to report that we won’t be saying goodbye, as Fran has agreed to stay on as a consultant when needed, and we will continue to see her at our events, as well as our Baron lunches and parking-lot walks. Here is a message from Victor and Fran: