Joseph Todice

Joseph Todice Financial Planner
Investment Advisor Representative
Financial Services Representative Licenses and registrations will vary.

With over 16 years of experience in the financial services industry, I have a depth of knowledge in the area of retirement planning. I serve as the **Tax Sheltered Annuity (TSA) representative for a number of local school districts working with educators and administrators to leverage their retirement benefit and savings programs to meet their long-term needs. I am licensed and registered to offer

products and services in several states. Please contact this office for further information. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.sipc.org). 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000

**Barnum, its agents, and representatives do not provide tax and/or legal advice. Please seek the assistance of an attorney and/or tax advisor based on your individual circumstances.

The core principles of sound personal finance aren’t complicated. They merely require awareness and the discipline to ac...
06/23/2026

The core principles of sound personal finance aren’t complicated. They merely require awareness and the discipline to act on what you already know. Here’s some money advice you should know about, even if nobody is following it.

https://bit.ly/4uYiFOd



CRN202905-11305072

You’ve always had a plan—and we’re here to help keep it going.
06/21/2026

You’ve always had a plan—and we’re here to help keep it going.

Life insurance exists to provide financial protection for your loved ones if something happens to you and getting it may...
06/16/2026

Life insurance exists to provide financial protection for your loved ones if something happens to you and getting it may be simpler and faster than you expect. Find out how today!

https://bit.ly/4gnDj6z

CRN202905-11305072

67% of Americans feel behind on their savings goals.Let that sink in.More than half of the country feels like they’re fa...
06/10/2026

67% of Americans feel behind on their savings goals.
Let that sink in.
More than half of the country feels like they’re falling short — not because they don’t care, but because they don’t have a clear plan.
The difference isn’t income. It’s direction.
A strategy can turn “behind” into “on track.”

Source: 2025 Talker Research survey



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Inflation may have pulled back quite a bit from its 2022 peak, but those rising costs of living seem to be sticking arou...
06/09/2026

Inflation may have pulled back quite a bit from its 2022 peak, but those rising costs of living seem to be sticking around. Here are five practical strategies to protect your wallet and your finances.

https://bit.ly/4ulIYxp



CRN202905-11305072

Summer is here, and it’s time to celebrate with four new articles about how easy obtaining life insurance can be, what y...
06/03/2026

Summer is here, and it’s time to celebrate with four new articles about how easy obtaining life insurance can be, what you need to know about retirement planning in 2026, ways to protect your wallet against rising prices and money advice that not everyone follows.

This is your June Barnum Report!



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How much life insurance coverage do you need? This guide walks through each major life stage and what life insurance sho...
05/29/2026

How much life insurance coverage do you need? This guide walks through each major life stage and what life insurance should, and shouldn't, be doing for you at each one.
Read More: https://bit.ly/4dMgjve


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529 Plans are more powerful than ever and account for more than 30% of all education savings plans and are the most popu...
05/27/2026

529 Plans are more powerful than ever and account for more than 30% of all education savings plans and are the most popular of their kind. It’s never to early to get the facts about college planning. Click to learn more: https://bit.ly/42VafM3


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Retirement planning is an ongoing, fluid process with many pitfalls along the way. Here are six of the most consequentia...
05/20/2026

Retirement planning is an ongoing, fluid process with many pitfalls along the way. Here are six of the most consequential retirement mistakes. What they look like, why they happen, and how to avoid them.
Read More: https://bit.ly/4v4wMlI


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Scammers are getting creative… don’t fall for it 🚨If it feels off, it probably is.Pause. Verify. Protect your informatio...
05/19/2026

Scammers are getting creative… don’t fall for it 🚨
If it feels off, it probably is.
Pause. Verify. Protect your information.
Stay one step ahead—and when in doubt, ask questions.



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Address

6 Corporate Drive
Shelton, CT
06484

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12035136033

Website

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