Michael V. Lupia Barnum Financial Group

Michael V. Lupia Barnum Financial Group Michael is a financial services representative who helps families and business owners develop strategies for protection, savings, and long-term planning.

His focus is on helping clients make informed decisions with confidence, not just for today, but for the future. His approach begins with listening. Before making any recommendations, Michael takes the time to understand each client’s goals, priorities, and concerns. Known for his patient, no-pressure style, he explains financial concepts in clear, straightforward terms, encourages thoughtful deci

sion-making, and is honest when a particular solution isn’t the right fit. Outside of work, Michael lives on Long Island with his wife and two children. He enjoys staying active and spending time outdoors, whether it’s mountain biking or taking long walks with his family. Disclosures: https://barnumfinancialgroup.com/representative/michael-lupia

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access...
08/27/2026

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access to medical and financial information. This article walks through a few important forms to consider and why they matter. And if you’d like help taking the next step, I can connect you with trusted legal professionals in our community.

https://bit.ly/4iyc4Y9

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who the...
08/27/2026

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who these organizations are and what their ratings mean for
your retirement planning.

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.
08/27/2026

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.

Key Person Insurance is important for every business owner. If one of your best employees can no longer work, what will ...
08/26/2026

Key Person Insurance is important for every business owner. If one of your best employees can no longer work, what will you do? Find out all about key person insurance.

Read More: https://bit.ly/4y5fnux

CRN202907-11773768

08/25/2026

Last week, U.S. markets weakened as higher Treasury yields and borrowing costs weighed on investor sentiment, especially among growth-oriented areas of the market. Inflation concerns linked to energy prices and geopolitical tensions pushed bond yields higher. Economic data was mixed, with softer consumer spending balanced by stronger business activity. Read this week’s market perspective to learn more.

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Co...
08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

When should you retire? It’s a series of interconnected decisions and calculations, each of which affects the others. Th...
08/21/2026

When should you retire? It’s a series of interconnected decisions and calculations, each of which affects the others. This article dives into all your questions.

Read More: https://bit.ly/4ik1GmH

CRN202907-11773768

Variable annuities can be a great option for those looking to bolster their retirement income needs but don’t want to gi...
08/21/2026

Variable annuities can be a great option for those looking to bolster their retirement income needs but don’t want to give up on the potential for growth. Does your retirement plan align with your future retirement income needs?

You can have a strong net worth and still feel financial stress if income stops — because a lot of wealth isn’t easily t...
08/20/2026

You can have a strong net worth and still feel financial stress if income stops — because a lot of wealth isn’t easily turned into cash without tradeoffs. Let’s talk about your plan.

There’s a difference between AI as a financial resource or as a financial advisor. In this article, we discuss how and w...
08/19/2026

There’s a difference between AI as a financial resource or as a financial advisor. In this article, we discuss how and when to use AI for financial advice.

Read More: https://bit.ly/4zqPjLH



CRN202907-11773768

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155 E 44th Street
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10017

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