Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

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Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.
Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
LTCI Cost of Waiting

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

Use this calculator to determine whether you qualify for the different types of IRAs.
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.