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Stretch your Dollar: Investment & Savings Accounts Dedicated to Saving Up for Your Child’s Future

Writer's picture: John Caserta, MSFS, ChFC®John Caserta, MSFS, ChFC®

For Educational Purposes Only–


Not to be relied upon as financial, tax, or legal advice. Please contact a qualified professional for current information regarding potential tax benefits in your state. All investing involves risk, including potential loss of principal invested. In general, the bond market is volatile, and fixed income securities carry interest rate risk. Before you invest in a Section 529 plan, request the plan's official statement from your qualified advisor and read it carefully. The official statement contains more complete information, including investment objectives, charges, expenses and risks of investing in the 529 plan, which you should consider carefully before investing. You should also consider whether your home state or your beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's 529 plan. Section 529 plans are not guaranteed by any state or federal agency.


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Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC. Registered Investment Adviser. Member FINRA/SIPC. 600 Dresher Road, Horsham PA 19044. 800-873-7637, www.htk.com. Caserta & de Jongh, LLC is unaffiliated with HTK.  HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. 

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Investment advisory and financial planning services are provided by John Caserta, HTK Investment Adviser Representative. Our representatives are insurance and securities licensed in our home state of CT, as well as additional states.  For more information, please contact our office.  This is not an offer or solicitation in any state where not properly licensed.

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