Posts by Brooke Orlando
Virginia 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…
Read MoreWEBINAR: Life Insurance: Do You Need It?
Determining whether you need life insurance can be complex. Join Director of Advanced Strategies Carmen Bississo, CIMA®, AIF®, CLTC, CAS®, CFS®, as she provides an overview of life insurance products aimed at giving you an understanding of how these contracts work and how they can be used as part of one’s financial plan. The presentation…
Read MoreVolunteering in Retirement
by Jennifer Landis-Santos, Career & Life Transition Coach Transitioning from full-time work to retirement can be challenging for many reasons. Most of us are impacted by one or more of the following hurdles: Some people put it off because it is scary to leave a stable income behind. Others procrastinate on taking the leap because…
Read MoreHome Title Fraud – The Real Risk and How to Safeguard Against It
Many clients have asked us about title “insurance” or “locks” that claim to prevent losses and wonder if they should be protecting themselves from home title fraud. This is no doubt due to the non-stop ads warning about this very scary threat. This can be a confusing issue and, as with many financial subjects, there…
Read MoreStudent Loans and the CAREs Act – What You Need to Know
The Federal Student Loan forbearance period that was implemented on March 27, 2020, as part of the Coronavirus Aid, Relief, and Economic Security (CARES) Act is set to cease on January 31st, 2021. This forbearance period allowed federal student loan borrowers to suspend loan payments and set interest rates to zero percent (Student Aid). This means that minimum…
Read MoreCreating Cash Flow in Retirement
Fact or Fiction: Retirees need “income” Thirty-five years of experience with retired investors has taught us that what retirees need in retirement is cash flow, not income. The distinction is that income comes from dividends and interest, and cash flow comes from harvesting the total return of your portfolio. The total return is dividends, interest, and growth. Our DIESEL…
Read MoreHow Barron’s Top Advisors Are Reacting to Coronavirus
The uncertainty of the times has been reflected in the markets amid the coronavirus crisis. During these times, investors are seeking sound advice from experts on how to manage their investments through an unprecedented situation. Barron’s annual ranking of the Top 100 Financial Advisors spotlights the leading individual financial advisors from across the U.S. Advisors…
Read MoreHow Does the CARES Act Impact Taxes? Changes for 2019 and Beyond
By Sarah Mouser, CFP®, CTS™, CES™ The Coronavirus Aid, Relief, and Economic Security (CARES) Act was introduced in response to the COVID-19 pandemic and signed into law on March 27, 2020. This new legislation contains important tax law changes that affect many of our clients. Below is a summary of these changes and how they may…
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