Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

Phone:

Do You Know Your Medicare Coverage Options?

There are two ways to obtain Medicare coverage: Original Medicare and Medicare Advantage. Here’s how they work.
HOT TOPIC: What Stubborn Inflation Could Mean for the U.S. Economy

This article looks at some of the reasons behind the inflation numbers, the likely effect on Fed decisions, and the potential economic impact.
Where Will You Live as You Grow Older?

Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
It’s Complicated: Inheriting IRAs and Retirement Plans

The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.

Working While Collecting Social Security Benefits

What will my net Social Security benefit be?
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.