John Caserta, MSFS, ChFC®7 days ago2 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!
Nathalie EdeenDec 22, 20233 min readMoney ManagementThe Importance of an Annual Financial Checkup: Why December Is the Perfect TimeDiscover the importance of an annual financial checkup in December! Assess your financial health, plan for taxes, and set new goals.
Nathalie EdeenNov 17, 20232 min read'Tis The Season to be Jolly (and Financially Responsible)Ah, the holiday season—a time for joy, festivities, and a whirlwind of expenses. Maximize your savings this year with Nathalie's Notes!