Posts by Brooke Orlando
How 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…
Read MoreProtected: 2019 Market Review
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Read MoreIs a Qualified Charitable Distribution Right For You?
Please note, this article was written in 2019, prior to the CAREs Act. As such, the age requirement for Required Minimum Distributions (RMDs) is now 72. If you are over 70.5, are subject to RMDs, and want to benefit charities, a Qualified Charitable Distribution is almost always going to be your most tax-effective way to…
Read MoreExecutive Leaders Radio – Interview with Principal Justin Harris
Justin Harris, CFP®, CMFC®, sat down with Executive Leaders Radio, a radio show featuring DC Executives, to talk with host Herb Cohen about his background and rise to success at Cassaday and Company, Inc. The radio show aired locally on Federal News Radio, and on over 40 stations nationwide. Listen to the interview and view…
Read MoreWhat To Do When A Loved One Dies
By Sarah Mouser, CFP®, CTS™, CES™ When a loved one dies, the many details that need to be taken care of can be emotionally overwhelming. This checklist is intended to be a resource of items that may need to be attended to, both immediately and in the near future. Immediately The first step is to…
Read MoreForbes – Top Next Generation Wealth Advisor
Cassaday & Company, Inc. is honored to announce that Senior Vice President Nicholas Harris has been named #1 in Virginia, and #43 in the nation on Forbes’ 2018 Top Next-Generation Wealth Advisors. This list was created in 2017 to give recognition to advisors born in 1980 or later making an impact in the financial industry.…
Read MoreCassaday & Company, Inc. Names Allison Felix President and Principal
Award-winning DC metro area wealth management firm Cassaday & Company, Inc. today announced the promotion of Chief Operating Officer (COO) Allison Felix to President and Principal. Stephan Cassaday, the organization’s founder and current President will transition to Chairman and remain as Chief Executive Officer (CEO). Felix will retain her responsibilities as the firm’s COO. She joins current Cassaday &…
Read MoreStephan Q. Cassaday Introduces New President, Allison Felix
A letter from Cassaday & Company, Inc. Founder Stephan Cassaday on the announcement of Allison Felix as President & Principal: Allison has a unique combination of traits that make her a natural leader. Her competence, compassion, and commitment to excellence have been a reliable constant for all of us, especially me. Her unique combination of…
Read MoreTeaching Your Children About Money: Tips for Affluent Families
By Chris Cassaday, CMFC® It’s natural for parents to want to provide their children with a comfortable life; one that sets them up for success. Affluent parents, however, are capable of providing an unparalleled level of comfort for their children. While the intention is not negative, these circumstances could lead to negative consequences for children…
Read MoreHelping Clients Prepare for Cognitive Decline
By Sarah Mouser, CFP®, CTS™, CES™ As we age, our risk for Alzheimer’s disease and other forms of dementia significantly increase. More than 1 in 5 women and 1 in 10 men will develop Alzheimer’s1 and 50 percent of Americans over age 85 have some form of dementia.2 Research has told us that one of the…
Read MoreVirginia Tax Credits – Opportunities to Save While Supporting America’s Students
By Sarah Mouser, CFP®, CTS™, CES™ Many of our clients who are philanthropically inclined ask us how they can positively impact the lives of young Virginians seeking access to quality private school education. The Education Improvement Scholarships Tax Credit (EISTC) program, signed into law in 2012, provides funding for underprivileged and working-class students through the…
Read MoreA Letter From Steve Cassaday on Continuity & Succession
A majority of advisory owners lack a succession plan. According to Cerulli and Associates, less than 20% of advisory firms have a plan for operational continuity of their enterprise in the event of the death or disability of current leadership. Investors are rightfully concerned about what happens if their advisory firm is no longer…
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