facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Join our Mailing List



Latest From Our Blog

%POST_TITLE% Thumbnail

What is the Benefit of Umbrella Insurance & How Do I Get It?

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. Umbrella insurance will help to cover your legal expenses if someone is injured by your car or in your home. When looking to get Umbrella Insurance, there are a few things you may want to know:

Financial Planning Insurance
%POST_TITLE% Thumbnail

BFG In the News: Nick answers readers’ questions - 3 things to consider when converting money to a Roth IRA

Nicholas Scheibner is quoted on this topic in an article in NJMoneyHelp.com by Karin Price Mueller, originally published on September 15, 2020. A 60-second read by Nicholas Scheibner, CFP®: If you want to transfer your 401(k) to a Roth IRA, here are three things to consider, other than the tax rates, before making a Roth conversion:

Investing Taxes Retirement Planning Baron Team Insights Insurance
%POST_TITLE% Thumbnail

2021 Financial Checklist

April is Financial Literacy Month and the perfect 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 Social Security Insurance
%POST_TITLE% Thumbnail

Medicare Annual Enrollment – Oct. 15 – Dec. 7, 2020

Medicare is health insurance for individuals who are 65 and older, under 65 with certain disabilities, or those who have End-Stage Renal Disease (ESRD). The 2021 Medicare annual open enrollment period for Medicare Advantage and Part D prescription plans begins Oct. 15, 2020 and runs through December 7, 2020. You can change your Medicare Advantage and Part D plans without special enrollment requirements. If you are applying for Medicare for the first time:

Financial Planning Social Security Insurance Videos
%POST_TITLE% Thumbnail

CARES Act: Unemployment Benefits

The Coronavirus Aid, Relief, and Economic Security (CARES) Act provides additional unemployment insurance benefits for workers impacted by the Coronavirus pandemic. Coverage has now been extended to cover more workers such as self-employed and independent contractors. For the next four months, eligible unemployed workers will receive an additional $600 per week, above and beyond the standard benefits. According to the U.S. Department of Labor:

Income Planning Insurance
%POST_TITLE% Thumbnail

What is the Benefit of Umbrella Insurance & How Do I Get It?

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.

Insurance