Posts by Brooke Orlando
Virginia Living – Best Financial Planning Firm in Northern Virginia
Virginia Living Magazine readers have voted Cassaday & Company, Inc., the Best Financial Planning Firm in the Northern Virginia region for 2024! This is the first time the firm has been recognized as #1, and the fourth time the firm has received this distinction, after previously making the list in 2017, 2020, and 2022. The…
Read MoreWEBINAR: Does a Roth Conversion Make Sense for You?
Roth conversions can be a powerful tax-timing strategy that have the potential to optimize tax efficiency, enhance legacy planning strategies, and provide financial flexibility. In recent years, there has been buzz around this topic, leading many to wonder, “What exactly are Roth conversions, and do they make sense for me and my family?” As is…
Read MoreHow Will Markets React? Preparing for Financial Fallout During Elections
Elections can be an emotional time, and the 2024 U.S. presidential election promises to be no different. Politics can bring out strong emotions and biases, and many want to know what can be done to prepare for any sort of potential financial fallout during this time. Since it is unknowable who will win in November…
Read MoreWEBINAR: SECURE Act 2.0 Changes to Be Aware of in 2024
SECURE Act 2.0 was signed into law in December 2022, bringing notable changes to qualified retirement plans. This Act included over 90 provisions to be rolled out in stages, several of which took effect at the beginning of 2024. Join Cassaday & Co. as we highlight some key SECURE Act 2.0 changes effective in 2024…
Read MoreHoliday Cocktail Party 2023
On December 6th, Cassaday & Company, Inc., celebrated the holiday season at the National Cathedral in Washington, DC. with almost 1,000 clients, community partners, and friends in attendance. It was a wonderful evening filled with laughter, heartwarming conversations, and holiday cheer. Thank you to our clients who make these events truly unforgettable. Our team feels…
Read More6 Things You May Not Know About 529 Plans
529 plans are one of the most popular ways to save for college expenses. A 529 plan is a state-sponsored, tax-advantaged savings plan that is used to pay for qualified education expenses such as tuition, books, and other costs required for a student to enroll. Contributions into a 529 plan are able to grow tax-deferred, and any funds used from a…
Read MoreWashingtonian – Top Wealth Adviser Hall of Fame
Steve Cassaday, CFP®, CFS, Founder, Chairman & CEO of Cassaday & Company, Inc., has been honored by Washingtonian Magazine in their first-ever Top Wealth Adviser Hall of Fame. Since Washingtonian started publishing their ‘Top Financial Advisers’ list in 2009, they noticed that some professionals appeared on the list year after year. Because this is not…
Read MoreWEBINAR: SECURE Act 2.0: What You Need to Know
President Biden signed the SECURE Act 2.0 into law on December 29, 2022. This legislation will bring notable changes to qualified retirement plans. Join Karolyn Banks, CPA/PFS, MST, as she discusses the key changes you can expect from this provision of the SECURE Act, including: Increased Required Beginning Date (RBD) Decreased Excise Tax on Missed…
Read MoreYou Bought A Timeshare, But Now You Want to Sell It: Evaluating Your Options
Timeshares often give individuals and families the opportunity to lock in an affordable yearly vacation at various luxury resorts around the world. Creating memories and enjoying excellent amenities while also benefiting from the flexibility of the timeshare plan is what keeps these vacation contracts appealing over time. While there can be many benefits to…
Read MoreHoliday Cocktail Party 2022
On December 8, 2022, Cassaday & Company, Inc., celebrated the holidays at the Steven F. Udvar-Hazy Center in Chantilly, VA, with almost 1,000 clients, community partners, and friends in attendance. Our team deeply enjoyed the opportunity to catch up with clients and hear some personal stories about their connections to the museum. Guests danced the…
Read MoreWEBINAR: 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®, AEP®, CAP®, CRPC® As seen in Virginia Business, December 2022 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…
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