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2024 Financial Checklist

The start of a New Year is a good time to share our financial checklist again. We created our checklist in January of 2020, as we began a new decade, to help people take a fresh look at their financials. 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:

Investing Financial Planning Taxes Retirement Planning Income Planning Social Security Insurance

Baron Financial Answers Video: What is the financial planning process?

Baron Financial Team Answers Questions About “Your Personal Economy”. 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

Financial Planning Retirement Planning Income Planning Baron Team Insights Videos Baron Financial Answers

BFG in the News: Victoria answers a reader’s question about a child’s savings and financial aid

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...

Financial Planning College Planning Baron Team Insights

We Honor All Who Serve

In honor of Veterans Day, and the heroes who serve our country, Baron Financial Group is proud to donate to the "Building Homes for Heroes®" project: Building Homes for Heroes® is determined and devoted to bringing renewed hope to our nation’s injured veterans. The organization builds or modifies homes, and gifts them, mortgage-free, to injured veterans and their families, while providing support services to enable them to build better and brighter lives and reach new heights.

Philanthropy

Victor & Donna Cannillo honored at non-profit gala

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.”

Recognition Baron Team