Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

Phone:

Don’t Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.