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Teacher Retirement Planning
Connecticut's teacher retirement plan is currently underfunded. This means, a small number of educators will retire with a full pension. What is the current state of the CT Teachers’ Retirement Fund? · Connecticut’s...
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Financial & Legal planning for parents of children with special needs
It is extremely important to set up sound legal and financial documents in order to ensure protection of both you, and your child. Legal Planning for special needs children should be a top priority and should include the following: a...
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Best Apps for Keeping Track of Your Finances
Finance at your fingertips. If you are looking to budget, invest, or anything in between, there's an app for that. Apps for Managing Your Overall Finances Mint: - No monthly subscription - Offers multiples tools for: Budgeting...
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Tax Deductions with Car Donation
(WTNH) - Donating your car before the end of the year can give you a tax break while helping a charity in need. Financial Consultant John Caserta breaks down the process for getting a tax deduction and becoming familiar with the...
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The 'Santa Claus Rally'
(WTNH)- The 'Santa Claus Rally' is a run-up in the stock market that usually happens now, the last week in December and the first two trading days of January. Financial Consultant John Caserta came to Good Morning Connecticut to...
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Anxiety over money
You are not alone if you have anxiety in regards to money; it happens to everyone. You can do a few things to ease some of that anxiety. Organization is a must, as well as having a plan and making a list of your goals and budgets in...
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Should investors be concerned about the Super Bowl Indicator?
(WTNH) - The "Super Bowl Indicator" claims that a win by a team from the AFC signals a bear market, while a win by an NFC team (as well as teams from the original NFL before the merger of the AFL and NFL in 1968) indicates a bull...
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Is Debt making you Unattractive
According to multiple survey's debt does make you unattractive, especially in regards to those with car loans and credit card debt. 1 in 5 people call debt a deal-breaker when it comes to relationships. There are many ways to...
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Avoiding Holiday Debt
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...
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Financial Planning for Military Members and Their Families
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...
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Natural Disaster Scams
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...
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Life Insurance Awareness Month
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...
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How Millennial's Can Afford Avocados with Doing this One Simple Thing
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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Four Big Mistakes Newlyweds Make with Their Finances [Excerpt]
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...
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Are Home Warranties Really Worth It?
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...
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Borrowing From Your 401(k): The Good, The Bad, The Ugly
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...
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Three Mistakes You're Making with Financial Planning
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...
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Financial Planning for Families with Children with Special Needs
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...
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What You Need to Know When Borrowing from Your 401(k)
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...
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Helping Your Child Save Their Summer Job Money
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...
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National Insurance Awareness Day
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...
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The Importance of Budgeting
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...
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3 Quick Ways to Protect Your Pet Over 4th of July
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...
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Choices for Your 401k at a Former Employer
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...
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Tips for Teaching Your Child about Money
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...
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Tips for Selecting a Financial Adviser
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...
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Climbing Out of Holiday Debt
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...
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Identifying Financial Abuse
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...
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Financial Planning for College Grads
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...
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What To Do After Equifax Breach
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...
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Protecting your retirement with Long-Term Care Insurance
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...
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Tips for Enrolling in Employee Benefits
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...
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