Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

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HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.