Polito Financial & Insurance

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Polito Financial & Insurance Polito Financial and Insurance provides quality financial strategies, and offers insurance and financial services to businesses and individuals.

Polito Financial and Insurance is a financial services firm in Dedham, MA. While we work with a variety of clients, the majority of our practice is focused on those who are in or nearing retirement. Clients in this life stage must make a number of important decisions. Together, we create a strategy to help ensure they don’t outlive their money in retirement. Our role is to act as a financial quarterback, keeping an eye on the big picture so clients can have true long-term financial well-being. Polito Financial was founded by Mike Polito. Mike holds a B.A. degree in Corporate Finance and Accounting from Bentley College. He currently lives in Dedham with his wife, Laura, their daughter Eleni, and their son, Alex. When away from the office, he enjoys playing golf and spending time with family. Michael Polito is an Agent licensed to sell insurance though New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Michael Polito is a Financial Services Professional of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Michael Polito is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Neither Polito Financial & Insurance nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Polito Financial & Insurance is not owned or operated by New York Life Insurance Company or its affiliates.
437 High Street
Dedham, Ma 02026
(781) 329-2999

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Where your retirement savings are held can influence how your income is taxed in retirement. Different account types can...
10/20/2026

Where your retirement savings are held can influence how your income is taxed in retirement. Different account types can provide different tax treatment and may create opportunities for greater flexibility over time.

Coordinating withdrawals across accounts may help support a more efficient retirement income strategy. Let's discuss whether your assets are positioned to support your long-term goals.

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children ca...
10/15/2026

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children can prevent conflict before it starts.

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches m...
10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/47nbZQp

If it gets you thinking about your own plans, send me a message.

Inheriting a home with siblings or other family members can bring financial, legal and emotional decisions. Here's what ...
10/13/2026

Inheriting a home with siblings or other family members can bring financial, legal and emotional decisions. Here's what to know about your options, from selling the property to buying out another heir.

Inheriting a house with siblings can raise questions about ownership, taxes and costs. Learn your options for selling, keeping or buying out the home.

An estimated 17 million Americans  are part of the so-called sandwich generation, caring for a child and an adult with a...
10/08/2026

An estimated 17 million Americans are part of the so-called sandwich generation, caring for a child and an adult with a disability or complex medical condition at the same time, according to new research.

An estimated 17 million Americans are part of the so-called sandwich generation, caring for a child and an adult with a disability or complex medical condition at the same time, according to new research.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
10/05/2026

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

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial fut...
10/02/2026

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?Half of rec...
09/30/2026

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?
Half of recent grads are moving back home after finishing school. While living with parents can have its own challenges, many of them see it as an opportunity to save—and use what they'd have spent on rent to travel, chip away at debt, or just get some breathing room before the next step.
Check out the full story here:
https://bit.ly/4AAJhc1
If this sounds like you, or someone you know, send me a message and let's talk.

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437 High Street
Dedham, MA
02026

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