Castaldi Financial & Insurance INC.

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Will You Work Beyond Traditional Retirement Age?

Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
Why the EPA is Focusing on “Forever” Chemicals

In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
Can Your Personality Influence Your Portfolio? New Research Points to Yes

The findings of two recent academic studies may offer insight into how investors can make more fruitful financial decisions.
SECURE 2.0 Makes It Easier to Give and Receive

The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.

Disability Income Insurance

How much Disability Income Insurance do you need?
Roth IRA Conversion

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

This calculator is designed to help you attach a dollar figure to your life’s work.
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.