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Excerpt: 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.

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).

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

If you are thinking about retirement, we strongly suggest you plan ahead and consider what your retirement needs and goals will be and what financial resources are available for you to support your anticipated lifestyle. Here are Baron's suggested top ten priorities when planning for retirement:

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.

James Suazo, a Wealth Manager at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “I’m 64 and considering retirement. Can I afford it?”. Your options for retirement need to be given very serious thought and examination to determine your needs and sources of income. Having a financial plan in place prior to retirement ...

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.

Happy Women’s History Month! In honor of Women’s History Month, we are spotlighting Victoria Cannillo, an Associate Financial Planner/Analyst 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.

Baron Financial Team Answers Questions About “Your Personal Economy” - the aspects of your financial life that are unique to you. Presented by James Suazo, ChFC®. Today’s video provides a brief summary of our financial planning process. Our process involves 4 main steps, which will eventually help answer the question, “Am I OK?”. View or listen to our video to learn more

Victor Cannillo, NAPFA-Registered Financial Advisor, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “I’m 69. How long can I contribute to a Roth?”, originally published on June 27, 2023. For 2023, the total contribution limit is $6,500 per year; $7,500 if you’re over 50. You can contribute to your Roth IRA in perpetuity as long as you’re still…

James Suazo, ChFC®, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “I want to retire. Should I use the 4% rule?”, originally published on February 22, 2023. The 4% withdrawal rate has been used over time as rule of thumb for withdrawals in retirement. However, we recommend reviewing your specific plan. What is your current ...