Latest From Our Blog

Baron Financial Group is proud to announce that Wealth Manager/Partners Victor Cannillo and Anthony Benante are recognized as Five Star Wealth Managers in New Jersey (Victor) and Sarasota (Anthony). Anthony and Victor are humbled to be multi-year Five Star Award winners consecutively since 2012. In addition, Baron Advisors, Victor, Anthony, & James (Suazo) are recognized as Women’s Choice Award® Verified Financial Advisors for 2025-2026 (Victor and Anthony since its inception in 2013).

At Baron Financial Group, our team is our greatest asset. With the shared goal of improving our clients’ lives, we incorporate a team approach throughout our process to help ensure you benefit from our collaborative expertise. We are excited to announce that Colleen Celmer has joined the Baron Team…

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 2024. Since the original 2024 publication date of the article, the Roth contribution limit has changed. This blog post reflects 2026 numbers.

Baron Financial Group was delighted to return to Ed Smith Stadium in Sarasota, FL, for our 9th annual client-appreciation event. The Orioles came away with a 2–0 victory, and both Yankee and Oriole fans enjoyed beautiful weather, great food, and an exciting afternoon at the ballpark. Continuing with our tradition, a donation has been made in honor of our clients and friends to the “All Faiths Food Bank” in Sarasota.

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 March, we share insights to help keep Your Personal Economy on track - even when markets are volatile. 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 March 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 June 2025. If you have not met the working requirement, you would not be eligible to get your own Social Security benefits. However, there are spousal benefits that may be available to you…

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.

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: