Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

Phone:

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.
Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Required Minimum Distributions

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

How Long Will Your Funds Last?
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.