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Monday 9am - 4:30pm Tuesday 9am - 4:30pm Wednesday 9am - 4:30pm Thursday 9am - 4:30pm Friday 9am - 4:30pm

John Caserta

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CERTIFIED FINANCIAL PLANNER®| Financial Educator
Yale Alum | Caserta & de Jongh, LLC Facebook is unaffiliated with Hornor, Townsend & Kent, LLC (HTK).

Caserta & de Jongh, LLC is a multi-family office that specializes in designing, implementing, and monitoring customized financial plans to help meet the unique needs of individuals, families, and businesses. Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org.187 Danbury Road, 2nd Floor, Wilton, CT 06897 (203) 966-2636. Caserta & de Jongh, LLC is unaffiliated with HTK.

3918310RB_Jan24

10/30/2026

To anyone who has ever dreamed of having their own business… never stop dreaming. You can do it.

10/26/2026

What if your most successful investment eventually became your biggest financial risk?

It happens more often than you might think.

Maybe you've held the same stock for decades. Or perhaps you've accumulated shares in the company you've worked for throughout your career.

Over time, that one investment could grow to represent a significant portion of your wealth.

And while that's certainly a good problem to have, it raises some important questions.

What happens if the stock experiences a major decline? What are the tax consequences of selling? And does holding that much of your wealth in one company still make sense as you approach retirement?

In this week's Client Classroom, John discusses why building wealth and protecting wealth sometimes require different approaches.

🎥 Watch this week's video to learn more.

🌐 www.caserta-dejongh.com

10/22/2026

Another evening at Yale School of Medicine teaching tomorrow’s doctors how to master their money today (and loving every minute of it!).

10/19/2026

You've spent years building your business. When the time finally comes to sell, naturally, you want to get the best possible price.

But what happens after you accept the offer?

A $6 million sale doesn't necessarily mean you'll have $6 million available to fund the next chapter of your life.

Taxes, payment terms, and how the sale is structured can make a significant difference.

In this week's Client Classroom, John talks about something business owners should be thinking about well before they put their business on the market.

Because selling your business isn't just about what someone is willing to pay.

It's also about what that sale will mean for you and your family.

Watch this week's video to learn more.

10/15/2026

Spent the evening making sure your future doctor is focused on you and not how they should be managing their retirement. Next week, I’m tackling med school loans - Wednesday 10/21 - 5:30pm at in Hope 216. Sign up here https://yaleconnect.yale.edu/YSMFA/rsvp_boot?id=2332380

10/14/2026

You’ve spent years building your savings. Give protecting them a place on your checklist, too. 🔐

October is National Retirement Security Month and Cybersecurity Awareness Month, and the connection is closer than you might think.

A password update. An account alert. A pause before clicking.

Small habits can help protect the future you’re working toward.

Swipe through and save this for your next financial check-in.

10/07/2026

September brought a lot of headlines around interest rates, inflation, oil prices, and the Fed.

And when all of those things are moving at the same time, it can be hard to know what actually matters.

That is exactly what this month’s One Month in One Minute is about.

The Fed raised rates for the first time since 2023, long-term interest rates moved higher, and mortgage rates climbed back above 7%. At the same time, stocks held up better than many people may have expected, but not every part of the market moved the same way.

So, what does that mean for your money?

It means borrowing costs are higher, savers are earning more on cash, and diversification still matters.

At the end of the day, the goal is not to react to every headline. It is to understand what those headlines mean for your overall plan.

Watch this month’s quick recap, and if you have questions, use us as a resource.

Visit the link in my bio to schedule a time to talk about what these changes mean for your money.

01/30/2026

Happy Birthday, John Caserta! 🎂
We hope today is a great reminder of the impact you make, not just through your work, but through the way you lead and support the people around you. Wishing you a fantastic year ahead!

Address

12 Elm Street
North Haven, CT
06473

Opening Hours

Monday	9am - 4:30pm
Tuesday	9am - 4:30pm
Wednesday	9am - 4:30pm
Thursday	9am - 4:30pm
Friday	9am - 4:30pm

Website

http://www.caserta-dejongh.com/

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