Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

Phone:

HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.
HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.
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.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

Life Insurance

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

How much can you afford to pay for a car?
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.