As you prepare for the arrival of Hurricane Florence, we thought this Red Cross checklist would be a helpful resource. If you click on the picture below it will bring you to a larger view.
With your safety in mind,
Baron Financial Group
“5 Steps to Take if the Bull Market Run Has You Thinking of Unloading Stocks”, an article written by Tara Siegel Bernard in the Aug. 22, 2018 edition of The New York Times, discusses the extended bull market that we are currently experiencing and what, if anything, we should do differently with our investments. According to Baron Financial Group’s, Nicholas Scheibner, CFP®,
“Many people feel that they only have two options: Invest or not invest,” said Nicholas Scheibner, a financial planner with Baron Financial Group. “However, you have a third option — adjust.”
Please reach out to the Baron Team for a second opinion on your portfolio.
A 30-second read by the Baron Team: Increasingly, we understand that there can be a need to have an additional person like a trusted family member or friend we can contact to ensure the well-being of a client. As we age, we may start to see that a person’s mindfulness and mental capacity diminishes. For some, early-onset dementia or other illness necessitates having a trusted contact in place at an earlier age. In those instances, who can you trust to be contacted on your behalf, if necessary?
A 30-second read by the Baron Team: What is a fake check scam?: According to the Federal Trade Commission (FTC), a fake check scam is when “someone sends you a check with instructions to deposit the check and wire some or all of the money back.”
The FTC provides some examples of Fake check scams:
Editor’s Note: This post was originally published March 29, 2016. The information is still current as of this date.
A 60-second read by the Baron Team: You probably have homeowner’s insurance for your home and car insurance for your vehicle, but do you have umbrella insurance? In a society where many of us are concerned about personal liability and the possibility of being sued rightly or wrongly, the more assets you accumulate the more important personal liability protection becomes.