Baron Financial Answers Video: How do I create a budget/spending plan?
Baron Financial Team Answers Questions About “Your Personal EconomySM” Here are 5 simple tips that can help create an effective spending plan: WATCH OUR VIDEO HERE TO LEARN MORE:
Baron Financial Team Answers Questions About “Your Personal EconomySM” Here are 5 simple tips that can help create an effective spending plan: WATCH OUR VIDEO HERE TO LEARN MORE:
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:
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
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.
You want to put your emergency funds in an account where the funds are easily accessible and not exposed to risk. Examples include traditional bank accounts that carry FDIC insurance (savings, checking, etc.).
Whether you are making a plan to travel or planning for retirement, determining an appropriate strategy ahead of time will provide guidance for a path to success and for actions to take when things might not go as smoothly as expected.
A 45-second read by Victor Cannillo: If you want to help a relative pay for college, you can pay the money to the college directly without incurring any gift taxes. However, you need to ask the school if this would affect the need-based aid eligibility of the student because each school handles this differently. For example, if the school views the money as a payment of the student’s account, then most likely it would not affect financial aid. But if the money is treated as a resource, then it will reduce the student’s aid “dollar-for dollar.”
A 90-second read by Anthony Benante: The first thing you need to do to see if you qualify for financial aid is fill out the FAFSA form: In order to apply for financial aid, you must complete the FAFSA (Free Application for Federal Student Aid) form. There are certain criteria to first apply for financial aid – Go to the Federal Student Aid website – https://studentaid.gov/h/apply-for-aid/fafsa to see that you meet all required criteria to apply.