Castaldi Financial & Insurance INC.
Phone:
- 203-210-7800
Fax:
- 800-815-9589
E-mail:
Financial Protection
Life, Liability, Property & Casualty Insurance
Investment Services
Investment Advisory, IRA/ 401k Rollovers
Health Insurance
Medicare, Health, LTC, and Disability Insurance Plans
Newsletters
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Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
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HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?
This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.
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Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
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Making It Make Sense: The Roth 5-Year Rule
Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.