Posts by Brooke Orlando
WEBINAR: Making The Most of Your Life, Long-Term Care, Disability, and Annuity Contracts
As financial planners, outdated, inadequate, or non-existent insurance policies are some of the most common mistakes we see. Insurance strength and coverage depend on your lifestyle, family needs, and financial goals. However, because none of these are static, as your life evolves, so should your insurance policies. Cassaday & Co.’s Advanced Strategies team was founded…
Read MoreP.A.I.N.T. Your Financial Mountain
By Nicholas A. Harris CFP® Planning for retirement is just like climbing a mountain. Wealth accumulation and reaching the summit are only half the battle. Wealth preservation and getting back down the mountain safely are equally as difficult. The summer of 2021 afforded me the opportunity to climb three of Colorado’s “Fourteeners” (“14ers”) – mountains…
Read MoreBoo at the Zoo 2022
On October 29, 2022, Cassaday & Company, Inc., hosted our 7th annual Boo at the Zoo event in celebration of Halloween. Held at Roer’s Zoofari in Vienna, VA, it was a day of fun for the whole family with a safari experience, petting zoo, and up-close animal encounters. Clients, friends, and family donned their Halloween…
Read MoreWebinar: The Role of Psychology within Financial Planning
There’s a growing emphasis on psychology in financial planning, with advisors merging traditional advice with elements of behavioral finance as a means to better understand client needs and strengthen relationships. An understanding of the collective psychology between a client and an advisor can facilitate better communication and enable financial planners to ideate more solutions in line…
Read MoreWEBINAR: College Funding: What to Know and How to Plan
Navigating the many facets of paying for college can be challenging. Whether you are just starting to save for future expenses or have a student approaching college age, there are certain steps you can take to make sure you are saving properly and getting the best deal on their education. Join Cassaday & Co. Director of…
Read MoreDonations for United Help Ukraine
Since February 2022, war has ravaged the peaceful nation of Ukraine. Thousands have been killed, hundreds of thousands kidnapped and taken deep into Russia, and millions displaced. This tragic situation has hit close to home as Cassaday & Company, Inc., has two employees who are Ukrainian by birth and are very close to the horrible…
Read MoreWashingtonian- Top Financial Advisors
Cassaday & Company, Inc., is proud to announce that Chairman & CEO Steve Cassaday and Senior Partner Christopher Krell have been named Top Financial Advisors by Washingtonian for 2022. Washingtonian surveyed hundreds of local professionals for this peer-nominated award. These surveys, in addition to research done by the Washingtonian team, led to this year’s list…
Read MoreVirginia Living- Best Financial Planning Firm
Virginia Living Magazine readers have voted Cassaday & Company, Inc. one of the Best Financial Planning Firms in the Northern Virginia region for 2022. This is the third time the firm has received the award, after previously making the list in 2017 and 2020. The award is part of the publication’s Best of Virginia 2022…
Read MoreInc.- Best Workplaces
Inc. Magazine has named Cassaday & Company, Inc. as a 2022 Best Workplace. Inc.’s Best Workplaces award is uniquely designed to recognize successful businesses. Of the accolades Cassaday & Company, Inc. receives, we are most proud to be consistently ranked as a Best Place to Work. Steve Cassaday founded Cassaday & Company, Inc. with the guiding…
Read MoreLongevity Planning: Looking Beyond the Financial Factors of Retirement
Longevity planning. This is a term that often coincides with retirement planning. Longevity planning has to do with creating a comprehensive strategy that goes beyond finances to consider physical health and quality of life factors. Aside from a monthly income, how do we maintain our physical health, connect with a sense of purpose, and feel…
Read MoreWEBINAR: Planning Your Legacy
Do you have a plan for preserving your financial legacy? Are you protecting your beneficiaries? Having a carefully crafted plan in place ensures your intentions will be honored and prevents unnecessary turmoil for your loved ones. Join Director of Estate Planning Strategies Jessica Marchegiano and Estate Planning Strategist Kristen House as they discuss: Foundational Estate Planning Types of Estate Plans How Your Estate…
Read MoreWEBINAR: Diagnosis Dementia: Now What?
What happens after you or a loved one has been diagnosed with dementia? Cassaday & Company, Inc. has partnered with Lindsey Vajpeyi, the Director of Early-Stage Programs at Insight Memory Care Center, to address considerations for you, your family, and your support team as you navigate your journey with dementia. During this educational presentation, Lindsey…
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