Castaldi Financial & Insurance INC.
Phone:
- 203-210-7800
Fax:
- 800-815-9589
E-mail:
Health Insurance
Medicare, Health, LTC, and Disability Insurance Plans
Financial Protection
Life, Liability, Property & Casualty Insurance
Investment Services
Investment Advisory, IRA/ 401k Rollovers
Newsletters
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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.
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Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
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New Auto Loan Interest Deduction Explained
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?