Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

Phone:

Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.
Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Cost of Retirement

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

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