Posts by Emma Guido
Cassaday Talks Succession Planning, and Other Successful Strategies in Building His Practice
Founder and CEO, Steve Cassaday, attributes his firm’s success to strategic practices centered on succession planning and employee compensation. After witnessing the disarray following his mentor’s sudden death, Cassaday implemented a robust succession plan to ensure continuity for clients, involving long-term staff who are well-prepared to take over. He also contrasts his firm’s approach to…
Read MoreIs a Roth Conversion Right for You? Factors to Consider When Opting for a Roth Conversion
By Ryan Muscatella, CFP®, APMA® and Ryan Oliver, CFP®, NSSA® In recent years, you may have heard the buzz around the term Roth conversions and wondered, “What exactly are Roth conversions, and do they make sense for me and my family?” As is often the case with matters concerning financial planning and investment management, the…
Read MoreCareer and Life Transitions Coaching at Cassaday & Company
In addition to providing ongoing financial guidance, Cassaday & Company’s comprehensive suite of services includes helping clients make informed, thoughtful decisions about life transitions with the help of our in-house Career & Life Transitions Coach, Jennifer Landis-Santos. We have found that while people are often financially prepared to retire, they aren’t emotionally or mentally ready…
Read MoreMaximize Your Financial Plan During Annuities Awareness Month
June is annuity awareness month, so we’re highlighting all of the resources you have available as a Cassaday & Company, Inc., client when evaluating whether an annuity aligns with your comprehensive financial strategy. Cassaday has an entire team — our Advanced Strategies team — dedicated to providing clients with objective guidance on their insurance needs and policies. They have…
Read MoreHelp Clients Achieve Serenity and Stability
Help Clients Achieve Serenity and Stability By Riley Saunders, CFP® FPA NetGen 2024 Content Creator Financial wellness tends to be measured in quantitative fashion. For example. One may point to their account balances as a total reflection of their financial well-being. Budgeting and spending wisely form the bedrock of your financial wellness, guiding individuals towards…
Read MoreSteve and Mary Cassaday Presented Hope Hero Award
We are proud to share that our very own Chairman & CEO, Steve Cassaday, and his wife, Mary, have been presented the Hope Hero Award from Central Union Mission. Originally founded over 140 years ago to assist homeless veterans of the Civil War, Central Union Mission has become a pillar of hope in the Washington,…
Read MoreGuidance For a Loved One’s Future: The Impact of CFP® Professionals
The Sampson-Weber Family and Nick Harris, CFP® Stephanie Sampson began planning for her family’s future when her son Grant was first diagnosed with autism. Preparing for any potential financial obstacles that might lie ahead was part of her planning. After managing the family’s budgeting and investments became challenging, Sampson connected with Cassaday & Company Partner…
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