Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

Phone:

Three Ways to Help Build Financial Resilience

Here are some steps to help handle challenging times and potentially emerge even stronger.
HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
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.
Important Tax Breaks for Pass-Through Businesses

Some owners of pass-through businesses may be able to deduct up to 20% of their qualified business income and/or take generous deductions for investing in qualified property.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?