Posts by Emma Guido
Trump Accounts Explained: Eligibility, Rules, and How They Fit Into Your Financial Plan
A new tax-deferred account for children may provide an early start on long-term investing, but families should understand the rules, limitations, and available alternatives. Created as part of federal tax legislation enacted in July 2026, Trump Accounts are a new savings vehicle designed to give children an early start on long-term investing. Beginning in 2026,…
Read MoreCollege Planning Strategies: Maximizing Financial Aid and Setting Your Family Up for Success
Having a plan in place to save for college is an important first step — but it is only part of the education planning picture. Understanding the financial aid process, knowing which applications to complete, positioning a student to receive the most aid possible, and recognizing how admissions decisions connect to financial outcomes can make…
Read MoreSending Your Student Off to College? Don’t Forget These Legal Documents
Dorm shopping lists are everywhere during the summer months — bedding, a laptop, a meal plan, maybe a mini fridge. But one item that rarely makes the list, and probably should, is a power of attorney. Once your child turns 18, they’re a legal adult. That’s a milestone worth celebrating, but it also changes what…
Read MoreWTOP News – Top Workplaces
Cassaday & Company, Inc. is honored to announce that our firm has been named one of WTOP News’ 2026 Top Workplaces in the Washington, D.C. area. WTOP News partnered with employee engagement firm Energage, LLC, to survey employees across the region to identify its highest-ranking workplaces. This year, 9,933 organizations were invited to survey their…
Read MoreCollege Planning Strategies: What is a 529 Plan and How Could It Impact Your Financial Plan?
Planning and saving for a child or grandchild’s college education can feel like an overwhelming task, but it doesn’t have to be. With the right tools and early preparation, families are often surprised by how manageable the process can be. One of the most powerful education savings tools available is a 529 Savings Plan. Understanding what…
Read MoreTax-Smart Investment Strategies: Steve Cassaday Shares How to Maximize After-Tax Returns in Barron’s Feature
Discover how Cassaday & Company’s tax-smart strategies help clients keep more of what they earn because it’s not just about what you make; it’s about what you keep. Founder, Chairman, and CEO, Steve Cassaday, was recently featured in an article by Barron’s Advisor where he discussed how Cassaday & Company helps clients navigate the tax…
Read MoreBoo at the Zoo 2025
We had a fantastic time at our 10th annual Boo at the Zoo event on Saturday, October 25th at NOVA Wild! Clients, friends, and families dressed to impress in their cutest and spookiest costumes while enjoying up-close and personal experiences with animals. The afternoon included a guided safari experience, a petting zoo, animal encounters, and…
Read MoreWho Can Help With Your Accounts (and How): Trusted Contacts, Privacy Waivers, and Powers of Attorney
For a quick, downloadable chart that summarizes account access levels, click here. When it comes to protecting your financial wellbeing, it’s important to plan for both the expected and the unexpected. One critical step is deciding who — if anyone — should be able to receive information about your accounts or act on your behalf. …
Read MoreFinancial Scams & Elder Exploitation: Protecting Yourself & Your Loved Ones
Investment scams targeting older Americans are on a sharp and troubling rise, with fraudsters deploying increasingly sophisticated methods to steal billions of dollars annually. According to the FBI, Americans age 60 and older lost $4.8 billion to scammers in 2024 – a 41% increase from $3.4 billion in losses reported in 2023. While older adults…
Read MoreCassaday: Be Bold and Be Successful
In an exclusive interview with Advisor Hub, Founder, Chairman, and CEO, Steve Cassaday, shares his journey from storming into offices as a young jobseeker to building the successful independent wealth management practice known today as Cassaday & Company, Inc. During this candid conversation, he reveals his biggest mistakes, what he’d do differently starting out today,…
Read More‘What Retirees Need Is Cash Flow, Not Income’
Discover why discerning investors and affluent clients are increasingly choosing independent financial advisors like Cassaday & Company to navigate today’s complex retirement planning and investment landscape. Founder, Chairman, and CEO, Steve Cassaday, recently sat down with Investment News to discuss why affluent clients are increasingly choosing independent wealth management firms over traditional financial institutions. In…
Read More2025 Wealth Management Symposium
On Saturday, March 29th, Cassaday & Company, Inc. hosted our Wealth Management Symposium at the Hyatt Regency Dulles in Herndon, Virginia, with a theme of ‘Educating, Engaging, and Empowering’ more than 500 guests in attendance. The timing couldn’t have been better as we kick off Financial Literacy Month in April. The symposium perfectly embodied our…
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