Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
Why Renters Should Have Their Own Insurance

Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.
Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Medicare or Medicaid?

It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.