Welcome
Gerald Castellano, ChFC, CLU, MBA is a fiduciary when working with advisory clients and has the experience and expertise to assist clients in striving towards their personal and business financial goals. Gerald offers investment strategies as well as solutions for clients who require a custom approach to their unique financial situations.
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.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
This article looks at some of the demographic trends and economic challenges related to global aging.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
How much would your monthly lease payment be?
How Long Will Your Funds Last?
Compare the potential future value of tax-deferred investments to that of taxable investments.