Castaldi Financial & Insurance INC.
Phone:
- 203-210-7800
Fax:
- 800-815-9589
E-mail:
Health Insurance
Medicare, Health, LTC, and Disability Insurance Plans
Financial Protection
Life, Liability, Property & Casualty Insurance
Investment Services
Investment Advisory, IRA/ 401k Rollovers
Newsletters
-
New and Improved Tax Treatment for Qualified Small Business Stock
The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.
-
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.
-
What Is Value Investing?
At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
-
The College Landscape in 2026
The world of higher education is constantly evolving. Here are some key updates for 2026.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.