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BFG in the News: Victor answers a reader’s question about contributing to a Roth

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…

Investing Taxes Retirement Planning Income Planning Social Security Baron Team Insights

When it comes to food or investing, we eat our own cooking!

Some traditions live on. Growing up in a first-generation Italian household, Victor Cannillo, of Baron Financial Group, learned how to make fresh mozzarella - a tradition going back 100 years, beginning with his grandfather. In this short video, Victor keeps the tradition alive, demonstrating how to make mozzarella with his family. Although Victor has some serious mozz-making skills, he is also a Financial Advisor, helping clients with investing and financial planning for over 25 years. As an advisor, Victor likes to say, “we eat our own cooking”, meaning Baron Financial Group invests their own money in the same way they do their clients – in a globally-diversified, and risk-appropriate strategy.

Investing Baron Team Videos

Disciplined Perspectives and Your Personal Economy: The Eventual Recession

Since early last year economists, market experts, and even corporate CEOs were predicting a recession for this year. Most of them said it would happen early in the year. A recession was the consensus view among experts, almost a foregone conclusion. With inflation surging to 9% last summer and the Fed aggressively raising interest rates, it was an easy story to sell…and believe. Fast forward to the present.

Investing Insights

Debt Ceiling Update

Have you heard about the debt ceiling and wondering how it may impact you? For our Baron clients, we are paying close attention. At the time of this writing on May 31st, the House of Representatives will be voting on a bill this evening at 8:30pm. As we understand it, they expect to have the necessary votes to pass the bill in its current form. At Baron Financial Group, we feel a default is highly unlikely. What is the debt ceiling and why do markets care?

Investing Insights

Be Alert to Potential Scams

Baron Financial Group is committed to keeping your personal information safe and educating you on how to remain vigilant. With that in mind, we are sharing this bulletin from Schwab regarding a recent scam involving pop-ups on computers or mobile devices. We have not received notification of any fraudulent activity with Baron Client Accounts. The following is an educational communication from Schwab to make you aware of what scams to look out for.

Investing Insights