Latest From Our Blog

Baron Financial Group is proud to be a member of the Fair Lawn community for over 25 years. Our principal office is located on Route 208 South, not far from Fair Lawn High School. We have been honored to present scholarships to 30 Fair Lawn High School graduates over 15 years. This year we are pleased to award a Baron Financial Group scholarship to two deserving graduates from the class of 2025 who are continuing their education in a business program

Baron Financial Team Answers Questions About “Your Personal Economy” - the aspects of your financial life that are unique to you. Presented by Victor Cannillo, NAPFA-Registered Financial Advisor. Today’s video answers the question, how do I create an income stream in retirement? We are going to cover three common income resources that may be available to you in retirement. View or listen to our video to learn more.

There are important questions at certain ages that you should keep in mind on your journey. Your options for Retirement and Financial Planning need to be given very serious thought and examination. You need to identify your goals, explore your options, and test for the unexpected. Am I OK financially? Can I live the lifestyle that I want in retirement?

James Suazo, a Wealth Manager at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “I’m 64 and considering retirement. Can I afford it?”. Your options for retirement need to be given very serious thought and examination to determine your needs and sources of income. Having a financial plan in place prior to retirement ...

Victor Cannillo, a Senior Wealth Manager/Partner at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, originally published in April 2025. The important thing to focus on is your long-term strategy and try to keep emotions out of investing.

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. Part 3 of our series addresses what to do if you are a victim of cyber-fraud. There are important actions you need to take.

Victoria Cannillo, an Associate Financial Planner/Analyst at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, originally published in February 2025. April is “Financial Literacy Month” and a good time to share our tips to help create an effective spending plan.

As a Registered Investment Adviser, we are held to a fiduciary standard and must put the interests of our clients first. Our recommendations will be tailored according to your unique needs and goals. Our goal is to deliver proactive advice designed to bring you value and opportunity. View our “Who We Are” video to learn more about how we are compensated and our fiduciary obligation.

Happy Women’s History Month! In honor of Women’s History Month, we are pleased to spotlight Angela Ludvigsen, a Client Relationship Specialist 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.

Baron Financial Team Answers Questions About “Your Personal Economy”. Presented by Victor Cannillo, NAPFA-Registered Financial Advisor. Today’s question is on Umbrella Insurance. What is it and why do I need it? View or listen to our video to learn more...

Prior to tax year 2022, 529 contributions were not tax-deductible. For 2022 and beyond, the New Jersey College Affordability Act allows 3 kinds of income tax deductions if your gross income is $200,000 or less on your tax return. The NJ Division of Taxation outlines them as follows:

Can I do a Qualified Charitable Distribution (QCD) from my Individual Retirement Account (IRA)? This post provides guidelines for taking QCDs from IRAs. You need to be at least age 70 ½ before you can make a QCD. A Qualified Charitable Distribution is a way to support charities while also reducing taxable income created by your IRA distribution. This flowchart addresses common issues pertaining to QCD rules, including: