Settanni Financial

02/13/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

02/06/2026

12/14/2025

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

12/11/2025

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

12/09/2025

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected job loss or layoff. For many, it’s not just a hit to finances but also to confidence and sense of self.

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

12/08/2025

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

11/09/2025

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

11/05/2025

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

11/03/2025

November is National Family Caregiver Month — a time to recognize the everyday heroes balancing work, life, and caregiving. 💙

➡️ One in five Americans is a family caregiver, often juggling a full-time job alongside helping a loved one with essential daily tasks like cooking, transportation, and medical care.

Yet nearly half of family caregivers receive no formal support, and many face emotional, physical, and financial strain.

Take a moment this month to:
Thank a caregiver in your life 💬
Share resources that offer help 🤝
Remind caregivers they are not alone 🌟

Caregiving is an act of love, and every act of love deserves recognition. ❤️


(SeniorLiving.org, 2025)