Castaldi Financial & Insurance INC.
387 Danbury Rd Suite 3
Wilton,
CT
06897
Phone:
- 203-210-7800
Fax:
- 800-815-9589
E-mail:
Investment Services
Investment Advisory, IRA/ 401k Rollovers
Financial Protection
Life, Liability, Property & Casualty Insurance
Health Insurance
Medicare, Health, LTC, and Disability Insurance Plans
Newsletters
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Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
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A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
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Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Car Affordability
How much can you afford to pay for a car?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.