Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

Phone:

Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Why Renters Should Have Their Own Insurance

Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.
Keeping Cool in Volatile Markets

Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
How Savers and Spenders Can Meet in the Middle

Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Disability Income Insurance

How much Disability Income Insurance do you need?
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Impact of Inflation

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