Castaldi Financial & Insurance INC.
Phone:
- 203-210-7800
Fax:
- 800-815-9589
E-mail:
Investment Services
Investment Advisory, IRA/ 401k Rollovers
Health Insurance
Medicare, Health, LTC, and Disability Insurance Plans
Financial Protection
Life, Liability, Property & Casualty Insurance
Newsletters
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The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
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Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
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Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.