To draw attention to Autism Awareness Month, we wanted to remind everyone how we can help families with special needs. At Baron Financial Group, we understand that for parents of special needs children, the main concern is: "What happens to my child when I am no longer there to support them?".
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:
Medicare is health insurance for individuals who are 65 and older, under 65 with certain disabilities, or those who have End-Stage Renal Disease (ESRD) or Amyotrophic Sclerosis (ALS). The Medicare annual open enrollment period for the 2024 Medicare Advantage and Part D prescription plans begins Oct. 15, 2023, and runs through December 7, 2023. You can change your Medicare Advantage and Part D plans without special enrollment requirements. The 2024 Medicare Parts A & B premiums and deductibles will be available in the latter part of the Annual Enrollment period at cms.gov. If you are applying for Medicare for the first time:
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…
Phone scams and particularly Social Security phone scams are often in the news. The Social Security Administration (SSA) recently sent out a communication on March 9th for “National Slam the Scam Day”. Read more for tools to recognize Social Security-related scams and ways to protect yourself.
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:
The Social Security Administration (SSA) announced on Thursday, October 13, 2022, that it will be increasing Social Security (SS) and Supplemental Security Income (SSI) benefits by 8.7 percent in 2023. This is the highest increase in 41 years. This cost-of-living adjustment (COLA) will begin for more than 65 million SS beneficiaries in January 2023 and for more than 7 million SSI beneficiaries, on December 30, 2022. Some people receive both Social Security and SSI benefits.
Medicare is health insurance for individuals who are 65 and older, under 65 with certain disabilities, or those who have End-Stage Renal Disease (ESRD). The Medicare annual open enrollment period for the 2023 Medicare Advantage and Part D prescription plans begins Oct. 15, 2022 and runs through December 7, 2022. You can change your Medicare Advantage and Part D plans without special enrollment requirements. The 2023 Medicare Parts A & B premiums and deductibles will be available in the latter part of the Annual Enrollment period at cms.gov. If you are applying for Medicare for the first time:
The Social Security Administration (SSA) announced on October 13, 2021, that it will be increasing Social Security (SS) and Supplemental Security Income (SSI) benefits by 5.9 percent in 2022. This cost-of-living adjustment (COLA) will begin for 64 million SS beneficiaries in January 2022 and for approximately 8 million SSI beneficiaries, on December 30, 2021.
Medicare is health insurance for individuals who are 65 and older, under 65 with certain disabilities, or those who have End-Stage Renal Disease (ESRD). The 2022 Medicare annual open enrollment period for Medicare Advantage and Part D prescription plans begins Oct. 15, 2021 and runs through December 7, 2021. You can change your Medicare Advantage and Part D plans without special enrollment requirements. If you are applying for Medicare for the first time:
April is Financial Literacy Month and the perfect 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:
Medicare is health insurance for individuals who are 65 and older, under 65 with certain disabilities, or those who have End-Stage Renal Disease (ESRD). The 2021 Medicare annual open enrollment period for Medicare Advantage and Part D prescription plans begins Oct. 15, 2020 and runs through December 7, 2020. You can change your Medicare Advantage and Part D plans without special enrollment requirements. If you are applying for Medicare for the first time: