Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

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Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
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.
Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.