facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck

Join our Mailing List



Latest From Our Blog

%POST_TITLE% Thumbnail

BFG In the News: Does Gifting Money Affect Financial Aid Possibilities?

A 45-second read by Victor Cannillo: If you want to help a relative pay for college, you can pay the money to the college directly without incurring any gift taxes. However, you need to ask the school if this would affect the need-based aid eligibility of the student because each school handles this differently. For example, if the school views the money as a payment of the student’s account, then most likely it would not affect financial aid. But if the money is treated as a resource, then it will reduce the student’s aid “dollar-for dollar.”

Financial Planning Taxes College Planning
%POST_TITLE% Thumbnail

WHY HIRE A CFA® CHARTERHOLDER TO MANAGE YOUR WEALTH?

Your wealth manager should be on the leading edge of every facet of your financial life, anticipating your needs and helping you create an investment strategy to achieve your goals. CFA charterholders blend intellectual curiosity and expertise to deliver premium advice. They are the difference you need. Here’s why:

Investing
%POST_TITLE% Thumbnail

College Planning: What Affects Your Qualification for Financial Aid?

A 90-second read by Anthony Benante: The first thing you need to do to see if you qualify for financial aid is fill out the FAFSA form: In order to apply for financial aid, you must complete the FAFSA (Free Application for Federal Student Aid) form. There are certain criteria to first apply for financial aid – Go to the Federal Student Aid website – StudentAid.ed.gov to see that you meet all required criteria to apply.

Financial Planning Anthony Benante
%POST_TITLE% Thumbnail

What is a Fiduciary?

If you are working with a financial professional it is important to know what it means to be a fiduciary. Not all financial professionals are the same. Not all financial professionals put their clients’ interests first. We do.

Baron Team