Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

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HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Credit Card Debt

How Long Will It Take to Pay my Balance?