Victor Cannillo 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.
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.
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 Principals Victor Cannillo and Anthony Benante are recognized as 2019 Five Star Wealth Managers in New Jersey.
This time of year it is not uncommon to find yourself burdened with an abundance of credit card debt. The National Association of Personal Financial Advisors (NAPFA) provides this list of their top six tips to help you come out from under the weight of credit card debt.
A 30-second read by the Baron Team: At Baron Financial Group, we are committed to education and further advancing our knowledge of the industry to best serve our clients. In November 2018, one of our Baron team members, Victoria Cannillo, earned the CFA Institute Investment Foundations® certificate from the CFA (Chartered Financial Analyst®) Institute to help with her role as a financial analyst as well as a member of our internal investment committee.