Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

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Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
The Corporate World Is All-In on AI

As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.