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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

BFG in the News: James answers a reader’s question about withdrawing from retirement accounts using the 4% rule

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 ...

Investing Retirement Planning Income Planning Baron Team Insights

Women and Money: Why It’s Important to Take Control of Your Finances

In recognition of Women’s History Month in March, and International Women's Day on March 8th, we felt it was important and timely to share this article on women and money, to reinforce the importance of women taking control of their finances. “Women and Money: Why It’s Important to Take Control of Your Finances” by Carrie Schwab-Pomerantz, was originally posted on March 4, 2020 on Schwab.com.

Investing Financial Planning Retirement Planning Insights