Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

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HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
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.
HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.
Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.

Cost of Retirement

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

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Impact of Inflation

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

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