James Suazo, ChFC®, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “We sold our stocks. What should we do with the money?”, originally published on September 7, 2022. Without knowing your full financial situation, we recommend answering the following questions to help you make an informed decision.
Baron Financial Group is committed to helping families with special needs plan for their future through the fiduciary services we provide. In addition, we are proud of the philanthropy we dedicate to organizations like Spectrum for Living (see more about Spectrum below). Baron’s founding partner, Victor Cannillo’s relationship with a special needs family member made him aware of the many challenges associated with those with developmental disabilities. It led him to...
We believe that all clients and prospective clients need to understand the way their financial advisor or potential advisor operates as a firm. We interviewed our Baron Advisors, Victor Cannillo, Anthony Benante, and James Suazo, to ask them some important questions:
Baron Financial Group is proud to have been honored at the SCARC (Sussex County Arc) Foundation Honors Awards Gala, which took place on Wednesday, March 30th at Perona Farms in Andover, NJ. The SCARC Foundation’s mission is to raise funds that will support the services that SCARC, Inc. and SCARC Guardianship Services, Inc provides to individuals with developmental disabilities.
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 and Victor Cannillo are recognized as 2022 Five Star Wealth Managers in New Jersey.
James Suazo, ChFC®, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “I have an inherited IRA. How soon do I have to take distributions?”, originally published on November 30, 2021. If your inherited IRA falls under the 10-year rule, the IRS has clarified the rule in their publication 590-B...
We are proud to announce that James Jacob Suazo, ChFC®, of Baron Financial Group, has recently earned the Chartered Financial Consultant® designation. James is fluent in Spanish and helps clients with their investment and financial planning needs. Additionally, he researches and implements technological improvements within the field of financial planning and cybersecurity so Baron can continuously deliver quality services to their clients.
On this 20th anniversary of the terrorist attack on September 11, 2001, we remember and mourn the victims of 9/11 – those that perished and those that survived the unthinkable. We also honor the brave men and women, the first responders, who put their lives on the line to save others. We remember and mourn FDNY Firefighter Frank Anthony Palombo, beloved father of Maria Suazo and father-in-law of James Suazo, a member of the Baron Financial Group Team. May their memory be for a blessing.
There are always concerning headlines, disappointing economic results and fears about the future. This is exacerbated by the financial media, which is why I always advise investors to turn it off; ignore it. And if you just can’t help yourself to look, at the very least do it with the correct lens. That lens is that the media is all about getting you to click or tune in. Whether times are good or bad, the media often will portray things ...
The Federal Trade Commission (FTC) provides some useful tips to avoid Coronavirus-related scams, including testing and vaccine scams:
Baron Financial Team Answers Questions About “Your Personal Economy"SM. To practice mindfulness when making investment decisions, we should: 1. Gather all the facts – not just those at our fingertips 2. Consider all the possible outcomes – not just ones we hope for 3. Consult with your advisor At Baron Financial Group, we always advise our clients to control the controllable and most importantly, keep emotions out of investing. Here is how we help our clients:
Protecting our personal identity in today’s digital world is of paramount importance. Creating a safe password is essential to that process of protecting our personal identifiable information (PII). How do we keep hackers from gaining access to our emails, our financial account information and even our medical records?