Alyssa Zito

10/16/2026

Choosing the between a high-deductible vs. a low-deductible health plan depends on your full financial picture. Find out which plan might be right for you!

https://bit.ly/4eDvvfk

CRN202909-12132758

10/16/2026

According to a recent study, 88% of pre-retirees have thought about retirement income, but 50% lack an updated written plan and even fewer work with a financial advisor. Let’s meet and look over your retirement plan to make sure you’re prepared for what comes next.

https://bit.ly/3WuURWs

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.

10/14/2026

Ready to start building wealth? It all begins with a plan saving, budgeting, investing, diversifying.



CRN202807-9177986

10/14/2026

Open Enrollment is an opportunity to calibrate your entire financial picture. Find out how a financial professional from Barnum Financial Group can help you!

https://bit.ly/4yYIRLp

CRN202909-12132758

10/13/2026

Last week, Stocks rose as broad market gains and earnings optimism outweighed inflation concerns. Bonds also advanced, with Treasury yields easing modestly. Economic data was mixed, with a strong labor market offset by weaker consumer sentiment and persistent inflation pressures. Check out this week’s market perspective to learn more.

10/13/2026

You don’t have to navigate important financial decisions alone. Whether you’re managing day-to-day priorities, planning for the future, or balancing multiple goals, having a trusted financial partner can help you move forward with confidence. Let’s talk.

10/09/2026

55% of working Americans believe they’ll still have access to benefits after leaving their job, but many find out too late that they don’t. That’s where we step in. Our advisors help clients navigate this exact moment before coverage is lost and mistakes are made.

Download the case study here: https://bit.ly/4eo6F2S

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.

10/07/2026

Let the fall festivities begin! But more importantly, it’s open enrollment season, and we’ve got you covered with three of our four Barnum Report articles focused on open enrollment.
• Open Enrollment Guide: What to Review Before the Deadline
• High-Deductible vs. Low-Deductible: How to Actually Choose the Right Health Plan
• Why High-Net-Worth Individuals Are Moving Beyond Stocks and Bonds
• The HSA Advantage: Why This Account Deserves More Attention During Open Enrollment

https://bit.ly/4s1gXvB

CRN202909-12132758