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Introducing 2 New Baron Team Members!

At Baron Financial Group, our team is our greatest asset. With the shared goal of improving our clients’ lives, we incorporate a collaborative approach throughout our process to help ensure you get maximum value out of the time you spend with us. We are pleased to announce the addition of two new team members to our client service team: Johanna Valdueza and Angela Ludvigsen!

Baron Team
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BFG In the News: Does Gifting Money Affect Financial Aid Possibilities?

A 45-second read by Victor Cannillo: If you want to help a relative pay for college, you can pay the money to the college directly without incurring any gift taxes. However, you need to ask the school if this would affect the need-based aid eligibility of the student because each school handles this differently. For example, if the school views the money as a payment of the student’s account, then most likely it would not affect financial aid. But if the money is treated as a resource, then it will reduce the student’s aid “dollar-for dollar.”

Financial Planning Taxes College Planning
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WHY HIRE A CFA® CHARTERHOLDER TO MANAGE YOUR WEALTH?

Your wealth manager should be on the leading edge of every facet of your financial life, anticipating your needs and helping you create an investment strategy to achieve your goals. CFA charterholders blend intellectual curiosity and expertise to deliver premium advice. They are the difference you need. Here’s why:

Investing