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Core Financial Planning
Helping you build a solid foundation.
Learn how to organize your finances, create realistic budgets, manage debt, and set achievable financial goals. This is where confident planning begins.


Mid-Year Financial Checkup
Summertime can be busy, but as we head into the second half of the year, now is the perfect time for a quick financial tune-up. A...

Caserta & de Jongh, LLC
Aug 82 min read
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5 Legal Documents Everyone Needs
Have you ever wondered what would happen to your assets if something unexpected happened to you? Who would take care of your financial...

Caserta & de Jongh, LLC
Jul 162 min read
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