Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
Q&A on RMDs

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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Home Affordability

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

This calculator is designed to help you attach a dollar figure to your life’s work.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.