As part of the “One Big Beautiful Bill Act” (OBBBA) that was signed into effect on July 4, 2025, there are several “clean energy” tax credits that will expire. Please see below some deadlines to be aware of if you were considering any of these purchases and/or improvements.
Baron Financial Team Answers Questions About “Your Personal Economy” - the aspects of your financial life that are unique to you. Presented by Victor Cannillo, NAPFA-Registered Financial Advisor. Today’s video answers the question, how do I create an income stream in retirement? We are going to cover three common income resources that may be available to you in retirement. View or listen to our video to learn more.
There are important questions at certain ages that you should keep in mind on your journey. Your options for Retirement and Financial Planning need to be given very serious thought and examination. You need to identify your goals, explore your options, and test for the unexpected. Am I OK financially? Can I live the lifestyle that I want in retirement?
A 60-second read by the Baron Team: Congratulations 2025 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…
Victor Cannillo, a Senior 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 April 2025. The important thing to focus on is your long-term strategy and try to keep emotions out of investing.
Our financial planning chart provides information that includes key financial planning numbers for 2025. New to 2025: Retirement Plan Contribution Numbers – 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.
Victoria Cannillo, an Associate Financial Planner/Analyst at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, originally published in February 2025. April is “Financial Literacy Month” and a good time to share our tips to help create an effective spending plan.
As a Registered Investment Adviser, we are held to a fiduciary standard and must put the interests of our clients first. Our recommendations will be tailored according to your unique needs and goals. Our goal is to deliver proactive advice designed to bring you value and opportunity. View our “Who We Are” video to learn more about how we are compensated and our fiduciary obligation.
Happy Women’s History Month! In honor of Women’s History Month, we are pleased to spotlight Angela Ludvigsen, a Client Relationship Specialist at Baron Financial Group. At Baron Financial Group, 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 2025. 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:
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 2025. 2. Review your long-term investment strategy...