Latest From Our Blog

Because we have personally seen several recent phishing emails claiming to be from Amazon, Chase Bank, Capital One, the IRS, among others, we felt it was important to remind everyone to be aware of fraudulent emails and phone calls asking for personally identifiable information. It is key to remember that you will never receive an email or a phone call, from the IRS or your bank, asking for your social security number or account number. Always assume this is a fraudulent call or email and do not give out any sensitive information.

The Five Star Wealth Manager award, administered by Five Star Professional, recognizes professionals in the financial services industry who are committed to excellence. Baron Financial Group is proud to announce that Advisors Anthony Benante, Victor Cannillo, and Nicholas Scheibner are recognized as 2020 Five Star Wealth Managers in New Jersey.

Victor Cannillo and Nicholas Scheibner of Baron Financial Group recently spoke to the senior residents of the New York Medical College Pediatric Residency Program in Valhalla, NY about financial planning.

Start by choosing one who listens to you… Baron Financial Group is a member of NAPFA (National Association of Personal Financial Advisors). We are a Fee-Only firm that is compensated solely by the client, not by the purchase or sale of a financial product. Our fiduciary responsibility is to put the best interests of our clients first.

Continuing our tradition of support for Spectrum for Living, Baron Financial Group proudly sponsored their Annual Walkathon – 5K & Doggie Dash. The event was held Saturday, September 28, 2019 at Overpeck Park in Ridgefield, NJ. We were happy to also support Spectrum for Living’s annual Gala.

Update to the Equifax Data Breach Settlement (this post was updated on 8.14.19) Due to the overwhelming response to the Equifax Settlement Claim, those who opt for the $125 cash settlement may only receive a small portion. Instead, you might be better served by choosing the free credit monitoring. Robert Schoshinski, Assistant Director, Division of Privacy and Identity Protection of the FTC (Federal Trade Commission), had this to say on his July 31, 2019 FTC blog post:

Phone scams and particularly Social Security phone scams have been in the news recently. If you are looking for ways to protect your information, here is a list of some common red flags and what to do from AARP (formerly American Association of Retired Persons). To learn more, read AARP’s article on Social Security Scams.

A 60-second read by the Baron Team: Congratulations 2019 College graduates! Throw that mortarboard as high in the air as you can and before it circles back down to earth, start thinking about saving for your retirement. You are most likely going to be responsible for setting yourself up for a successful retirement, so your best bet is to invest early and often.

At Baron Financial Group, our team is our greatest asset. With the shared goal of improving our clients’ lives, we incorporate a collaborative approach throughout our process to help ensure you get maximum value out of the time you spend with us. We are pleased to announce the addition of two new team members to our client service team: Johanna Valdueza and Angela Ludvigsen!

Warren Buffett said, “Investing is simple, but not easy.” You would think that if something were simple that it would be easy. Not so. Take losing weight. Burn more calories than you take in. The surefire way to invest is to buy low and sell high. Both are very simple, but extremely difficult.

Baron hosted their fifth annual Casino Night client appreciation event on May 9, 2019, at Macaluso’s in Hawthorne, New Jersey. Attendees were given “play” money to participate in the casino games, ensuring no one could lose real money.

There are many factors to explore when choosing a retirement date. What would you like your retirement to look like? Watch our 40-second video to learn about planning for retirement.