Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

Phone:

Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Grocery Games: Strategies to Help Stretch Your Food Budget

Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.
Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
How Has SECURE 2.0 Affected 401(k) Plans?

The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.

Lifetime Earnings

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

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.