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.
Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?
It’s important for affluent families to reassess their liability coverage periodically, to make sure it’s sufficient based on their finances, lifestyles, and the related risks.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Compare the potential future value of tax-deferred investments to that of taxable investments.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How much can you afford to pay for a car?