Baron Financial Team Answers Questions About “Your Personal Economy”. Do you understand the difference between speculating and investing and how it could affect your portfolio? We offer disciplined perspectives on Your Personal Economy - the aspects of your financial life that are unique to you. WATCH OR LISTEN TO OUR SHORT VIDEO HERE TO LEARN MORE:
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?".
James Suazo, ChFC®, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “I invested in a friend’s company. Should I sell out?”, originally published on November 1, 2023. Working with a financial advisor can help you determine a course of action that takes into account your willingness and ability to take risks while keeping emotions out of investing. It may not be wrong for you to sell, however…
Happy Women’s History Month! In honor of Women’s History Month, we are spotlighting Victoria Cannillo, an Associate Financial Planner/Analyst at Baron Financial Group. At Baron Financial Group, we understand the importance of women taking control of their finances and have experience providing financial guidance to women at different stages of life. Through our Financial Life Planning process, we are here to help answer the questions that don't always fit onto an investment statement.
With the filing due date fast approaching, you are probably in the process of collecting all of your tax-related documents from the past year. Tax returns must be submitted by April 15th this year. If you realize that you are going to need more time to compile information for your tax return or haven’t received all of the documents you need, it will be in your best interest to file a tax extension. This will extend the due date up until October 15, 2024. Continue reading to learn how to file a paper tax extension.
Victoria Cannillo, a Financial Analyst at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “My husband left his assets to our daughter. What can I do?”, originally published in January 2024. Having a beneficiary for a pension plan is very important, since…
Baron Financial Group is proud to announce that Advisors Anthony Benante, CFA, and Victor Cannillo, NAPFA-Registered Financial Advisor are recognized as Five Star Wealth Managers in New Jersey (Victor) and Sarasota (Anthony). They are humbled to be multi-year Five Star Award winners. The firm has been recognized as a Women’s Choice Award firm since its inception in 2013. You can read more about the selection criteria and methodology for these awards…
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.
Baron Financial Team Answers Questions About “Your Personal Economy” - the aspects of your financial life that are unique to you. Presented by James Suazo, ChFC®. Today’s video provides a brief summary of our financial planning process. Our process involves 4 main steps, which will eventually help answer the question, “Am I OK?”. View or listen to our video to learn more
Victoria Cannillo, a Financial Analyst at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “How will my daughter’s money count for financial aid?”, originally published on October 3, 2023. Assuming your daughter is going to apply for financial aid...
Baron Financial Group is pleased to recognize Victor & Donna Cannillo as the honorees of the 2023 Spectrum for Living Gala: Family, Community & Our Spectrum Heroes. The gala event took place on October 12, 2023, at Macaluso’s in Hawthorne, NJ. A great time was had by all with casino night games, raffles, and silent auction items. This year marks Spectrum for Living’s 40th anniversary. Their mission is “to enable individuals who have developmental and/or physical disabilities to have the opportunity to attain their highest level of skills, purpose and independence with dignity through an ongoing commitment to comprehensive quality services, advocacy and family partnership.”
October is Cybersecurity Awareness Month and the ideal time to re-share our educational videos on cybersecurity. Baron Financial Group is committed to the protection and security of your personal information. As part of our Responsible Guidance platform, we have created a multi-part video series to educate you on cybersecurity. It is important to stay vigilant to the ever-increasing cyber threats that invade our inbox.