Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

Phone:

Medicare or Medicaid?

It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.
Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.

Required Minimum Distributions

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

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?