John Caserta, MSFS, ChFC®6 days ago3 min readThe Essentials of Estate Planning: Protecting Your Future and Your FamilyBy having the right documents in place, you can ensure that your wishes are respected, your loved ones are cared for.
John Caserta, MSFS, ChFC®Nov 272 min readRetirementThe Best Way to Protect Your Family and AssetsCreating a will is one of the most important steps you can take to protect your family and ensure your assets are distributed accordingly.
John Caserta, MSFS, ChFC®Nov 202 min readMaximizing Your Retirement Savings: Key Updates for 2025As we prepare to welcome 2025, the IRS has announced important updates to retirement account contribution limits!
John Caserta, MSFS, ChFC®Nov 133 min readMarkets & InvestingHere’s What You Need to Know About Recent Rate Cuts...Let’s dive deep into how the stock market has historically responded to Fed rate cuts and why context matters so much.
Dalton EverettFeb 162 min readJohn Caserta Recognized as Top Financial Professional in the U.S. by HTKCaserta & de Jongh, LLC, a North Haven, CT-based financial services firm, is pleased to announce that John Caserta has been recognized!