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What 5 things should you be thinking about at the end of the year when it comes to your finances? 1. Review your personal budget and...

Baron Financial Team Answers Questions About “Your Personal Economy” As we approach November 3rd, bombarded with election commentary and commercials, you might be asking yourself:

Medicare is health insurance for individuals who are 65 and older, under 65 with certain disabilities, or those who have End-Stage Renal Disease (ESRD). The 2021 Medicare annual open enrollment period for Medicare Advantage and Part D prescription plans begins Oct. 15, 2020 and runs through December 7, 2020. You can change your Medicare Advantage and Part D plans without special enrollment requirements. If you are applying for Medicare for the first time:

Baron Financial Team Answers Questions About “Your Personal Economy” There are 3 things to consider when planning for an early retirement: Life Expectancy Social Security Health Insurance Watch our video here to learn more:

Baron Financial Group is pleased to present a new video series: “Answering Questions About Your Personal Economy” Our first question is very timely – Should I consider refinancing my mortgage? Watch our video to learn what factors to consider when evaluating if there is a benefit to refinance.

The Baron Client Portal provides easy-to-navigate online access to your account information. Securely login to see more detail about your portfolio and how your money is invested. Watch our instructional video to learn how to enroll in and navigate the Baron Portal.

The Coronavirus Aid, Relief, and Economic Security (CARES) Act provides additional relief for small businesses with the Paycheck Protection Program (PPP). The initial program, first signed into law on March 27th, stopped accepting applications in mid-April due to a depletion of the original allocated funds. As of Monday, April 27th, the federal PPP, through the Small Business Administration (SBA), started accepting new applications. If you applied for funding in the first round, you will remain in the queue and do not need to apply again. For more information go to

Nicholas Scheibner is quoted on this topic in an article in NJMoneyHelp.com by Karin Price Mueller, originally published on March 19, 2020. When it comes to estate planning, there are two roles that many people confuse. “Executor” and “Trustee”.

First and foremost, our thoughts go out to the individuals and families who have been affected by the coronavirus. Our main concern is the health and well-being of our global community. During times of financial uncertainty, it’s often helpful to take a step back and identify what we know and what we don’t know, as well as what we can control and what we can’t control. These types of thinking exercises can help us make good decisions.

If you are like many working Americans, you are in the middle stages of your journey towards financial independence. This is the time to redefine your financial path to ensure the steps you are taking are leading towards your desired destination. Although you may have several more years to go, it's time to begin coming up with specific and measurable retirement goals.

The most important thing in your life is your child. And for parents with a special needs child that requires specialized care, the most significant concern is what happens to my child when I am gone or can no longer advocate for them. How would your child be financially taken care of? Watch our 85-second video to learn about how we help families with special needs.

Start the new decade with a fresh look at your financials. Here is a checklist to get you started: