Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

Phone:

Navigating Medicare Open Enrollment

The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

College Funding

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

How much can you afford to pay for a car?
Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.