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Your Holiday Budget

Budget             Way.

Your

Keep your money in mind this holiday season.

Holiday Shopping.png

Why does a Holiday Budget Matter?

This holiday season, 35% of shoppers plan to spend more than they did last year, with the average dollar spent averaging about $1,430 on gifts, travel and entertainment this year.

Source: PWC

$754

$452

$224

on gifts

on travel

on entertainment

Caserta & de Jongh, LLC | Your Holiday Budget Template | John Caserta

Don't let your holiday spending hit you like grandma getting run over by a reindeer.

Better                           .
Better                        .

Budgeting

Holidays

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Holiday Budgeting 101

Holiday Budgeting 101

Download Your Holiday Budget

Our Knowledge.
Your
Vision.

TM

Contact
Office: (203) 272-9111

Fax: (475) 655-2781

 

12 Elm Street

North Haven, CT 06473

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info@caserta-dejongh.com

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What our lawyers want us to say:

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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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Check the background of your financial professional on FINRA's BrokerCheck.

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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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