Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

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What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?