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:
We wish you and your families a Happy, Healthy and Prosperous New Year! As we begin a New Year, we would like to take this opportunity to say Thank You! Click here to see the rest of our video message…
The "Baron Financial Group Market Update" is a video series where we present what has happened in the markets, what our team is doing now, and what we are looking at down the road. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA. Watch our December 2022 Market Update video here:
On November 22, 2022, the U.S. Department of Education announced an extension of the pause on student loan payments until the Department is permitted to implement the debt relief program or the litigation is resolved. According to the U.S. Department of Education:
We wish you and your loved ones a holiday season filled with joy and happiness! Here are our perennial top 10 wishes for you:
On October 21, 2022, the IRS announced that the contribution limit for 401(k), 403(b), many 457 plans, and the federal government’s Thrift Savings Plan has increased to $22,500 for 2023. Below is a summary of the upcoming 2023 changes to retirement plan contribution limits...
What 5 things should you be thinking about at the end of the year when it comes to your finances? 1. Review your personal budget and commit to a savings plan for 2023. 2. Review your long-term investment strategy...
The "Baron Financial Group Market Update" is a video series where we present what has happened in the markets, what our team is doing now, and what we are looking at down the road. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA. Watch our November 2022 Market Update video here:
The ANCHOR benefit application deadline has now been extended to January 31, 2023. This video presentation, originally published on October 11, 2022, has relevant information regarding the New Jersey program, but with the original application deadline of December 30th. The program provides property tax relief to NJ residents who either owned or rented their main residence on October 1, 2019 and met the income limits.
In this season of gratitude, we pause to say Thank You to our clients, family, and friends. Thank you for the privilege to know and work with you! We are grateful for your trust and confidence in us. As is the firm’s practice at Thanksgiving, we donate to our local food pantry to help those less fortunate in our community.
Baron Financial Team Answers Questions About “Your Personal Economy”. Presented by James Suazo, ChFC®. Today’s question is on Estate Planning. Do I need an Estate Plan? What are the three basic estate planning documents? View or listen to our video to learn more
Many clients have been asking us about Series I Savings Bonds. Here are some details that you need to know to determine if I Bonds are right for you - they are typically best for someone who has additional savings, which they feel they may not need for the next 1-5 years.