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BFG In the News: Victor answers readers’ questions about College-Savings Accounts and Financial Aid

Victor Cannillo is quoted on this topic in an article on NJMoneyHelp.com by Karin Price Mueller, originally published on July 30, 2020. A 90-second read by Victor Cannillo: If you are a grandparent who has set up a college-savings plan for your grandchild, you may be concerned as to how it could affect their financial aid eligibility. Here are some things to consider.

College Planning Baron Team Insights
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Cybersecurity Video: How We Protect Your Data

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:

Baron Team Videos
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Priorities for Organizations Reviewing Their Investment Plan

Although the mission statement of organizations (such as endowments, foundations or not-for-profits) who manage funds for others (beneficiaries), can vary greatly, the need to responsibly manage the investments of the organization is crucial for the ultimate beneficiaries. Below are important priorities members should remember when reviewing their annual investments for their organizations:

Investing Baron Team
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An Important Message from Baron Financial Group

Dear Clients and Friends, We hope you have seen our recent post related to the Stock Market and COVID-19 (Coronavirus). We are here for you. If you feel it’s time to talk about your personal economy, we have several options available: Phone Calls, Video Conferencing and Emails. With everyone’s safety in mind, we would prefer to delay in-person meetings at this point. If needed, your Baron Team is capable of working remotely and can still be contacted. We can be reached by email at info@baron-financial.com or at 1-866-333-6659 to schedule a meeting via phone call or video conference. Or reach out directly to your team members. Stay healthy and safe!

Baron Team
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Tax-Identity-Theft Awareness

It is always a good time to enhance online security and know what to do if you are a victim of tax fraud. In recognition of “Identity Theft Awareness Week”, held February 3rd – 7th, we thought it was particularly timely to re-post this blog, originally posted Jan 25th, 2018.

Taxes Baron Team
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Tips to avoid Phishing Scams

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.

Baron Team Insights