Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

Phone:

Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Consider Roth for Tax-Free Income

Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Savings Accumulation

Estimate the future value of your current savings.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Cash Flow Analysis

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