Paul Castellano - Barnum Financial Group Tri State

10/15/2026

The 4% rule is a basic rule-of-thumb when it comes to retirement, but how can we make it better? Let’s talk about your retirement plan and how adding an annuity can help reduce your market risk.

Researchers compared four ways to turn a $1 million nest egg into retirement income, weighing lifetime payouts, liquidity, and money left for heirs and emergencies.

10/08/2026

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money management, budgeting, and making choices that align with priorities.

10/01/2026

Retirees with annuities have reported higher well-being than those with defined contribution plans. Let’s talk about how reliable guaranteed income can take the stress out of retirement.

Discover why annuity owners value lifetime income for financial security, peace of mind, and protection against market volatility and inflation.

09/24/2026

Getting ahead of year‑end financial decisions can help reduce stress and create clarity. A quick check‑in now can make a big difference later. Let’s connect.

09/20/2026

May this Yom Kippur bring peace, reflection, and renewal.

09/17/2026

Studies show that 21.8 million American seniors have no alternate form of income other than social security. Now is the time to ensure that you have a foolproof retirement plan that will allow you to retain your way of life once you decide to stop working. Let’s talk about bolstering your retirement plan today.

09/17/2026

If you can’t perform the duties of your specialty, disability income insurance can help protect your financial stability — even if you continue working in another role. Let’s connect.

09/11/2026

Wishing you and your loved ones a sweet, happy, and healthy Rosh Hashanah.

09/10/2026

Back‑to‑school isn’t just for kids. It’s a great time to get back to the basics of financial protection — life insurance, income protection, and more. A quick reset can help make sure your strategy is still on track. Let’s look together.

09/07/2026

Happy Labor Day! Hope everyone has a nice and relaxing weekend.