Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

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Have You Set a Retirement Savings Goal?

Completing this simple worksheet can help establish a realistic retirement savings target.
HOT TOPIC: What’s in the New Tax Legislation?

This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
Will You Pay a Medicare Surcharge?

The standard monthly Part B premium is $185 in 2025, but premiums for both Part B and Part D can vary based on income levels.
Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
LTCI Cost of Waiting

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

This calculator is designed to help you attach a dollar figure to your life’s work.
Savings Accumulation

Estimate the future value of your current savings.