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BFG in the News: Anthony answers a reader’s question about post-retirement-investment options

Anthony Benante, CFA, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “What are good investments for after you retire?”, originally published on December 5, 2023. Investment decisions in retirement depend on your specific situation. Different investments can have different objectives.

Investing Retirement Planning Baron Team Insights

2024 Financial Checklist

The start of a New Year is a good time to share our financial checklist again. We created our checklist in January of 2020, as we began a new decade, to help people take a fresh look at their financials. 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:

Investing Financial Planning Taxes Retirement Planning Income Planning Social Security Insurance

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