Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

Phone:

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.
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.
Three Ways to Help Build Financial Resilience

Here are some steps to help handle challenging times and potentially emerge even stronger.
Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Savings Accumulation

Estimate the future value of your current savings.