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Friday, November 30, 2018

We all want to get our friends and family what they want this holiday season, but we shouldn't have to break the bank in the process. Here are some of my tips for avoiding holiday debt. According to a recent survey by NerdWallet, 1 in...

Friday, November 9, 2018

Today, I am talking about ways our nation's military and their families can deal with financial challenges. What are some of the financial challenges military families face? Moving often both domestically and internationally. While...

Thursday, November 1, 2018

When natural disaster strikes, people pitch in to lend a helping hand. Unfortunately, this often presents an opportunity to scammers. I am here to answer your questions about how to avoid natural disaster relief scams. Typical scams...

Thursday, September 20, 2018

September is Life Insurance Awareness Month and its an important reminder to make sure you have enough coverage for you and your family.Here is some information on picking out the right type of coverage and when its a good time to do...

Wednesday, September 12, 2018

There has been a lot of blame in the media that Millennial's aren't saving because they are spending all of their money on Avocado toast. Well, I am here to debunk that stereotype. It is okay to purchase Avocados or Lattes as long as...

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Tuesday, August 28, 2018

Full disclosure: I’m not yet a newlywed myself, though I am getting married in October. I’ve been working as a financial adviser for over a decade, and in that time I have had dozens of clients get married, have kids, get...

Wednesday, August 22, 2018

If you're in the exciting process of buying a new home, you may be wondering if it's worth buying a home warranty, and how it differs from insurance. I spoke with WTNH to break down the pros and cons. Purchasing a home can be a great...

Monday, August 13, 2018

Borrowing from your 401(k) can at times seem like a no-brainer when you are presented with an emergency or strapped for cash. But there are precautions to take when determining whether or not this is the right decision for you. The...

Thursday, August 9, 2018

Stop sabotaging your financial plan by avoiding these 3 things that are keeping you from achieving financial success No Plan - at least not a clearly defined one. Plans that don’t have clearly defined goals are bound for...

Tuesday, August 7, 2018

A college education is expensive, but for families with children with special needs, the costs could easily double. I recently spoke with WTNH about some important items parents should keep in mind when it comes to planning their...

Tuesday, July 24, 2018

The average household with credit card debt had a balance of $15,983 in 2017, nearly eclipsing the peak of $16,900 in 2008.¹ With the average credit card annual percentage rate sitting at 14.9%, it represents an expensive way to...

Tuesday, July 10, 2018

If your teenager is working hard at a summer job, they may be eager to spend that money right away. But it might be a good idea to help them tuck some of that money away for future investments. Getting Started * First, make sure your...

Friday, July 6, 2018

June 28th is National Insurance Awareness Day, the perfect time to go over your plan and see if you need to make any adjustments. I sat down with WTNH to go over the importance of having insurance and how it can help with achieving...

Friday, July 6, 2018

Working with clients that range from age 22 to age 90, we always come across one common denominator, NOBODY likes to create a budget! And I don’t blame them! Creating a budget can be tedious, time consuming and can even at times...

Monday, June 25, 2018

July 4th is a great time to celebrate with friends and family but it can be a very hectic time for our fur-family. Between the noisy fireworks and the parties, this is a stressful time for our pets. With these 3 quick ways to prepare...

Tuesday, June 12, 2018

Individuals have three basic choices with the 401(k) account they accrued at a previous employer. If you're changing jobs, here's what you need to know. Watch it here: 2121477TM_May20 Disclosures: 1. Distributions from 401(k) plans and...

Thursday, February 15, 2018

It’s never too early to talk to your kids about money. Here are some tips that I shared with WTNH in February. To watch the full clip, click here: http://bit.ly/casertakidsandmoney The development of financial literacy programs...

Wednesday, January 31, 2018

The New Year is a great time to sort out your finances. Here are some tips on how to pick a financial adviser. To watch the whole segment on WTNH, click here. Statistics about “financial advisors” The term financial advisor...

Tuesday, January 23, 2018

It’s easy to get carried away with the credit card during the holidays. Now, many people are dealing with piling payments. John Caserta shares his tips on paying off consumer debt with WTNH. Watch the full segment here. How much...

Wednesday, December 27, 2017

View the full interview with John Caserta here: Identifying Financial Abuse Interview October is Domestic Abuse Awareness Month and its an important reminder to watch out for signs of financial abuse with a loved one. Financial expert...

Wednesday, December 27, 2017

On August 3, 2017, John Caserta appeared on WTNH to discuss the importance of educating young individuals as they transition from school to their first job. Watch the full interview here: John Caserta on WTNH Discussing Financial...

Wednesday, December 27, 2017

Watch the full interview with WTNH here: Equifax Breach John Caserta discussed what to do if you’ve been affected by the Equifax breach. With Equifax estimating that nearly 143 million Americans were affected during its data...

Thursday, December 21, 2017

Preparing for retirement is important. John discussed what some of the benefits of Long-Term Care Insurance on WTNH: watch the full video here. What is long-term care insurance? Long-term care insurance pays for the cost of care...

Thursday, November 9, 2017

November is the time of year where most companies offer open enrollment for benefits. John Caserta shares some tips to make sure you sign up for what is best for you and your family. Watch the full segment here. What can employees do...

Monday, July 24, 2017

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Monday, July 17, 2017

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Monday, July 17, 2017

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Monday, July 17, 2017

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Monday, July 17, 2017

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