There are documents that need to be reviewed periodically to ensure they are up-to-date. These can include estate documents, account beneficiaries, trusted contact forms and others. Please review your designated beneficiaries and trusted contacts to make sure they are still your preferred choice, or to see if their contact information has changed. Please let us know if you need to update us with new names and/or contact information.
Excerpt: Happy Women’s History Month! In honor of Women’s History Month, we are spotlighting Lucy De Robertis, a Client Relationship Specialist at Baron Financial Group. At Baron, 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.
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. In February, diversification shines. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA, CFP®. Watch our February 2026 Market Update video here:
Victoria Cannillo, an Associate Financial Planner at Baron Financial Group, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, originally published in January 2026. It is important to have your ducks in a row for RMDs (Required Minimum Distributions) as there are penalties for missing an RMD. The types of accounts that count toward your RMD calculation are tax-deferred accounts, such as…
As you start to compile the documents you need for filing your tax return, it might be helpful to reference our flowchart below in determining what documents are needed. It is important to wait for all of your tax documents to arrive before filing, especially if you are thinking of filing your taxes early this year. Keep in mind the following:
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. Plus, is automatic bill payment right for you and Your Personal Economy? It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA, CFP®. Watch our January 2026 Market Update video here:
The start of a New Year is a good time to share our financial checklist. Here are some priorities for you to review, plan for, and update in 2026. 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:
Victor Cannillo, a 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 October 2025:, “I’m divorced. How do I make sure my money is in the right place?” To help you navigate your post-divorce financial life, we would recommend working with a Registered Investment Adviser (RIA).
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. Plus, a few New Year’s resolutions for Your Personal Economy. It is a video with audio, so if you prefer to just listen, click play and enjoy! Presented by Anthony Benante, CFA, CFP®. Watch our December 2025 Market Update video here:
We wish you and your loved ones a holiday season filled with joy and happiness! Here are our perennial top 10 wishes for you:
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 2026. 2. Review your long-term investment strategy...