Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

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How Has SECURE 2.0 Affected 401(k) Plans?

The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
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Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
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Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Disability Income Insurance

How much Disability Income Insurance do you need?
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.