Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

Phone:

Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.
Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.
Medicare or Medicaid?

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

Cost of Retirement

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

How much would your monthly lease payment be?
Life Expectancy

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

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