Polito Financial & Insurance

09/03/2026

A financial professional looks beyond a single product. Your goals, income, debt, savings, family responsibilities and future plans all help shape the right protection strategy. Life insurance works best when it is considered as part of the whole financial picture.

Schedule time to review how protection fits into your broader plan.

09/02/2026

Many consumers rely on credit cards to pay for everyday expenses, such as groceries, but some can't make the minimum payment, according to a new report.

08/28/2026

For some people, the appeal of retiring abroad lies in the ability to live well for less than it would cost in the U.S. Adventure, lower costs, potentially lower healthcare costs and a richer life can all be yours overseas — but you have to nail the practical details first.

Adventure, lower costs, affordable healthcare and a richer life can all be yours overseas — but you have to nail the practical details first.

08/26/2026

The loss of a spouse can bring both emotional and financial challenges. Many people suddenly find themselves managing important financial decisions on their own for the first time.

Whether it's understanding income sources, reviewing beneficiary information, or discussing long-term retirement goals, you don't have to navigate these decisions alone.

If you or someone you care about is facing the loss of a spouse, contact me to discuss strategies that can help provide clarity, confidence, and financial security for the years ahead.

08/24/2026

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likelihood, duration, and level of an extended care need can vary, and what those differences may mean for individuals and their families.
https://bit.ly/4wH83nT

08/19/2026

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current cost considerations and how extended care needs may affect household finances and retirement plans.
https://bit.ly/4gBPBbj

08/17/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

08/17/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

08/14/2026

Health risks don’t stop at retirement, and planning for them is an important part of preparing for the future.

More than three-quarters of adults live with at least one chronic condition, and the costs associated with care can add up over time, impacting savings and retirement goals.

Let’s talk about how planning ahead for healthcare and long-term needs can help you feel more confident about the road ahead.

Source: LIMRA (2026), The Growing Influence of Health Risks on Retirement Security

08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/4wlRg9z
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.