Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

Phone:

Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
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.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Savings Accumulation

Estimate the future value of your current savings.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.