A 60-second read by the Baron Team: Congratulations 2026 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. Invest in yourself first…
We are entering the summer-travel season and thought it would be helpful to share some of the travel tips utilized by our Baron Team members. To protect "Your Personal Economy", here are some safe and smart tips to consider before you head out. Note that most of these, but not all, are for international travel. We hope you enjoy a safe and easy travel experience!
Our financial planning chart provides information that includes key financial planning numbers for 2026.New to 2026: Retirement Plan Contribution Limits. For Baron Clients, reach out to your Baron Team to make sure you are maximizing your retirement savings. You can click on the image to view the 2-page chart.
Victor Cannillo, a 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 October 2024. Since the original 2024 publication date of the article, the Roth contribution limit has changed. This blog post reflects 2026 numbers.
Victoria Cannillo, an Associate Financial Planner at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, originally published in June 2025. If you have not met the working requirement, you would not be eligible to get your own Social Security benefits. However, there are spousal benefits that may be available to you…
There are documents that need to be reviewed periodically to ensure they are up-to-date. These can include estate documents, account beneficiaries, trusted contact forms and others. Please review your designated beneficiaries and trusted contacts to make sure they are still your preferred choice, or to see if their contact information has changed. Please let us know if you need to update us with new names and/or contact information.
Happy Women’s History Month! In honor of Women’s History Month, we are spotlighting Lucy De Robertis, a Client Relationship Specialist at Baron Financial Group. At Baron, 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.
As you start to compile the documents you need for filing your tax return, it might be helpful to reference our flowchart below in determining what documents are needed. It is important to wait for all of your tax documents to arrive before filing, especially if you are thinking of filing your taxes early this year. Keep in mind the following:
The start of a New Year is a good time to share our financial checklist. Here are some priorities for you to review, plan for, and update in 2026. As Financial Advisors, we are dedicated to educating our clients and our community about the importance of their financial health. We hope you find this checklist helpful! You can download the checklist here:
Victor Cannillo, a 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 October 2025:, “I’m divorced. How do I make sure my money is in the right place?” To help you navigate your post-divorce financial life, we would recommend working with a Registered Investment Adviser (RIA).
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 commit to a savings plan for 2026. 2. Review your long-term investment strategy...
The Social Security Administration (SSA) announced on Friday, October 24, 2025 that it will be increasing Social Security (SS) and Supplemental Security Income (SSI) benefits for 75 million Americans by 2.8 percent. This cost-of-living adjustment (COLA) will begin for more than 71 million SS beneficiaries in January 2026 and for more than 7.5 million SSI beneficiaries, on December 31, 2025