Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

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Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.
Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.
HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Life Expectancy

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

How much would your monthly lease payment be?
Roth IRA Conversion

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