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Your Vision. Our Knowledge.TM

We have a team of industry professionals that can speak on several different topics in the financial world. You can email Nathalie Edeen to set up an interview with one our team members.  

Below are some of the topics that we have spoken on.  If you don't see the topic that you are looking for, please reach out to Nathalie and she will be able to direct you to the appropriate team member. 

Personal Finances

College Planning

Retirement Planning



Market Watch

Wealth Accumulation

Multi-Generational Planning

In the News

Budgeting for Summer Camp

John Caserta sits down with WTNH to talk about what you should consider, as a parent, when paying for camp.

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Easing Anxiety Over Money

John Caserta explains why money can be so stressful, and ways you can reduce your money-related stress.

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Should Investors be Concerned with 'Super Bowl Indicator'. 

John Caserta answers all questions on the theory of whether or not the “Super Bowl Indicator” accurately forecasts a bear or bull market.

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Financial and legal planning for parents of children with special needs

John Caserta provides financial and legal guidance for parents whose children are special needs.

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How Social Media Impacts Spending

John Caserta sits down with WTNH to talk about how social media can impact an individuals spending habits.

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What to do and What to Avoid Following a Stock Market Plunge

John Caserta explains the the do's and dont's of what to do following a plunge in the stock market.

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Stretch Your Dollar: How knowing a foreign language future-proofs job opportunities

John Caserta sits down with WTNH to talk about how learning a foreign language can translate to bigger paychecks in the future.

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Stretch Your Dollar: What you need to know about digital assets for your will

John Caserta explains the importance of digital passwords being in your will or legal documentation.

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Teacher Retirement Planning

Even while Connecticut teachers’ pensions are underfunded, John Caserta provides educators with tips on how to plan ahead for retirement.

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Financial Planning for Families with Children with Special Needs

John Caserta shares his advice with parents on planning and paying for your child’s educational future.

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Tax Deductions with Car Donations

John Caserta explains how donating your car by the end of the year, will actually give you a tax break.

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The 'Santa Claus Rally'

Financial consultant John Caserta talks about this phenomenon, and how this run-up in the stock market truly affects your money.

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Avoiding Holiday Debt

Financial consultant John Caserta shows you how to not break the bank when shopping for holiday gifts.

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Financial Planning for Military Members and Their Families

John Caserta talks about financial challenges military families face, and how they can deal with them.

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Are Home Warranties Really Worth It?

John Caserta will break down the pros and cons of purchasing warranties when searching for your new home.

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Apps for Keeping Track of Your Finances

John Caserta talks about his favorite finance apps that will help you budget, invest and more.

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Financial Planning for College Grads

John Caserta helps recent college grads make a smoother transition from schooling to their first jobs.

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Tips for Selecting a Financial Advisor

John Caserta shares his specialization in financial consultation and informs on how to pick a financial advisor.

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Life Insurance Awareness Month

Celebrate September being Life Insurance Awareness Month by listening to John Caserta in form you on the different types of Life Insurance.

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Helping Your Child Save Their Summer Job Money.

John Caserta shares his tips on how to help your child save their hard-earned money.

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