Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.
What’s in Your 401(k)?

Contributing to your 401(k) can be a big step toward a more comfortable retirement, but it’s important to understand exactly what you are getting for your money.
Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Life Expectancy

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

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.