Baron Financial Team Answers Questions About “Your Personal Economy” - the aspects of your financial life that are unique to you. Presented by Victor Cannillo, NAPFA-Registered Financial Advisor. Today’s video answers the question, how do I create an income stream in retirement? We are going to cover three common income resources that may be available to you in retirement. View or listen to our video to learn more.
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, “I’m 64 and considering retirement. Can I afford it?”. Your options for retirement need to be given very serious thought and examination to determine your needs and sources of income. Having a financial plan in place prior to retirement ...
Victor Cannillo, a Senior Wealth Manager/Partner at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, originally published in April 2025. The important thing to focus on is your long-term strategy and try to keep emotions out of investing.
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 3 of our series addresses what to do if you are a victim of cyber-fraud. There are important actions you need to take.
Victoria Cannillo, an Associate Financial Planner/Analyst at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, originally published in February 2025. April is “Financial Literacy Month” and a good time to share our tips to help create an effective spending plan.
Baron Financial Group was happy to return to the ballpark to host a client-appreciation event at the spring-training home of the Baltimore Orioles. The March 20th game versus the New York Yankees ended with a win for the Yankees. This was our eighth year hosting a client event at Ed Smith Stadium in Sarasota, Florida. Continuing with our tradition, a donation has been made in honor of our clients and friends to the “All Faiths Food Bank” in Sarasota.
Happy Women’s History Month! In honor of Women’s History Month, we are pleased to spotlight Angela Ludvigsen, a Client Relationship Specialist at Baron Financial Group. At Baron Financial Group, we understand the importance of women taking control of their finances and have experience providing financial guidance to women at different stages of life. Through our Financial Life Planning process, we are here to help answer the questions that don't always fit onto an investment statement.
Baron Financial Team Answers Questions About “Your Personal Economy”. Presented by Victor Cannillo, NAPFA-Registered Financial Advisor. Today’s question is on Umbrella Insurance. What is it and why do I need it? View or listen to our video to learn more...
Increasingly, we understand that there can be a need to have an additional person like a trusted family member or friend we can contact to ensure the well-being of a client. As we age, we may start to see that a person’s mindfulness and mental capacity diminishes. For some, early-onset dementia or other illness necessitates having a trusted contact in place at an earlier age.
Victoria Cannillo, an Associate Financial Planner/Analyst at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “Will my son’s summer income count for financial aid?”, originally published in June 2024.
Our September 12th blog post focused on some basic information about Traditional Individual Retirement Accounts (IRAs). This post provides guidelines for taking withdrawals from Traditional IRAs that have been inherited. Reference this flow chart for guidance with your RMDs from an Inherited IRA. If you inherit an IRA, you must determine:
Due to the recent CrowdStrike outage, there has been a reported surge in phishing emails. Be extra cautious with emails. Before clicking on any links or downloading attachments, double-check the sender’s email address and domain, and look for signs of spoofing or unusual email addresses. As part of our Responsible Guidance platform, we created a multi-part video series to educate you on Cybersecurity, which includes information about phishing. You can view our videos in the cybersecurity series here :