Posts by BuffaloBuilt
Washington Business Journal – Best Places to Work
Cassaday & Company, Inc. has been named to the Washington Business Journal’s (WBJ) Best Places to Work list for 2026 — marking the 17th time our firm has earned this distinction. This year, Cassaday & Co. ranked 21st out of 35 firms in the large-company category, among 100 total honorees across Greater Washington. What Is…
Read MoreNorthern Virginia Magazine – Top Financial Professionals
Cassaday & Co. is proud to announce that Chairman and CEO Steve Cassaday, Senior Partner Justin Harris, Senior Partner Christopher Krell, Partner Alex Karkeek, Partner Sean Gallahan, and Director of Advanced Strategies Carmen Bississo have been named 2025 Top Financial Professionals by Northern Virginia Magazine. To have six of our team members recognized as Top…
Read MoreFinancial Advisor – Top RIA
Cassaday & Company, Inc., has been ranked as a Top RIA by Financial Advisor for 2025. This is the firm’s fourteenth year on the list. As the independent advisor channel continues to grow, Cassaday & Company is especially proud to be recognized as part of this elite and competitive group. What is an RIA? A…
Read MoreThe Washington Post – Top Workplaces
Cassaday & Company, Inc. is honored to announce that our firm has been named one of The Washington Post’s 2024 Top Workplaces in the Washington, D.C. area. The Post’s survey, conducted in partnership with employee engagement firm Energage, LLC, identified the highest-ranking workplaces in the region based on employee responses about their own company. This…
Read MoreWhat My Family Should Know
Cassaday & Company, Inc.’s What My Family Should Know document is meant to act as a central repository for important information. We encourage you to share* this information with loved ones, heirs, powers of attorney, or anyone else vital to assisting with your affairs in the event of an emergency, incapacitation, or death. Set aside…
Read MoreFinancial Times – Top 300 RIA
Cassaday & Company, Inc. is proud to announce that it has been named to the Financial Times Top 300 RIA list for 2020. This is the 5th year that the firm has appeared on this list. Financial Times stated that, “breadth of service is a key theme in this year’s list, with many advisers managing…
Read MoreSocial Security Survivor Benefits
When you think of Social Security, you probably think of retirement. However, Social Security can also provide much-needed income to your family members when you die, making their financial lives easier. YOUR FAMILY MAY BE ENTITLED TO RECEIVE SURVIVOR BENEFITS BASED ON YOUR WORK RECORD When you die, certain members of your family may be…
Read MoreSocial Security Disability Benefits
Like most people, you probably don’t expect to become disabled. However, according to the Social Security Administration (SSA), studies show that just over 1 in 4 of today’s 20 year-olds will become disabled before reaching age 67. (Source: SSA Publication 05-10029, May 2015) That’s why it’s important to understand what disability benefits you may be…
Read MoreSocial Security Retirement Benefits: The Basics
Social Security retirement benefit is based on the number of years you’ve been working and the amount you’ve earned. When you begin taking Social Security benefits also greatly affects the size of your benefit. HOW DO YOU QUALIFY FOR RETIREMENT BENEFITS? When you work and pay Social Security taxes (FICA on some pay stubs), you…
Read MoreCaring For Your Aging Parents
WHAT IS IT? Caring for your aging parents is something you hope you can handle when the time comes, but something you probably hope you never have to do. Caring for your aging parents means helping them plan for the future, and this can be overwhelming, both physically and emotionally. When the time comes for…
Read MoreHealth Savings Accounts
WHAT IS A HEALTH SAVINGS ACCOUNT (HSA)? A health savings account (HSA) is a savings vehicle established to set aside funds tax free to pay for health care expenses. HSAs, created as part of the Medicare Prescription Drug and Modernization Act of 2003, expand upon the benefits offered by Archer medical savings accounts (Archer MSAs).…
Read MoreUse Your Annuity to Pay for Long-Term Care Insurance
The cost of long-term care can quickly deplete your savings and affect the quality of life for you and your family. Long-term care insurance allows you to share that cost with an insurance company. But premiums for long-term care insurance can be expensive, and cash or income to cover those premiums may not be readily…
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