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.
The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.
Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
College Funding

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

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.