Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
The Corporate World Is All-In on AI

As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.
Financial Tools That Can Help Americans with Disabilities

Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.

Home Affordability

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

How Long Will Your Funds Last?
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
LTCI Cost of Waiting

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