WEBINAR: How to Get the Care You Want for the People You Love

Did you know that the third leading cause of death in the United States is preventable harm in the hospital? Hospitals work hard to make care safe, but now, more than ever, healthcare providers are stretched and stressed. Even during the best of times, and despite medical providers’ best intentions, cracks in care occur that harm patients.…

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WEBINAR: Insights from the Cassaday Trading Desk

For better or worse, the pandemic has certainly put a focus on trading. With gambling and sports betting coming to a halt for most of 2020, many turned to the stock market for entertainment. However, unintentional bets and lack of experience may have exposed these investors to high levels of risk. At Cassaday & Company,…

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WEBINAR: Live Longer and Better

At Cassaday & Company, Inc., we aim to provide our clients with educational opportunities and resources that allow them to make smart decisions about their wealth management strategy. One component of this strategy is your physical and mental health. Navigating the healthcare landscape can be an emotionally and financially overwhelming experience, so we’ve partnered with David Sherer, M.D., a Cassaday…

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WEBINAR: Navigating Senior Housing and Care Options

At the core of Cassaday & Company, Inc.’s Integrated Wealth Management approach is the idea that all financial planning components are interrelated. An important aspect of that is preserving quality of life for you and your loved ones. We help clients prepare for their future care needs financially, and have the resources and subject matter expertise to help you make…

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WEBINAR: Mastering Medicare

There have been many changes in the insurance and healthcare industry —miraculous advances in medicine, longer life spans, skyrocketing healthcare costs, and the birth of a national healthcare program. When it comes to selecting Medicare coverage, navigating plan options — including supplemental coverage and advantage plans — can be overwhelming. It’s important to understand which…

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WEBINAR: Annuities: The Good, The Bad, & The Ugly

Annuities are often perceived as a complex and confusing financial tool. This is an unfortunate perception, because annuities can potentially be a great option for future revenue streams depending on your unique goals and circumstances. Cassaday & Company, Inc., has the resources to help you better understand annuities and how they might fit with your…

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WEBINAR: Social Security: Common Questions & Misconceptions

The rules for claiming Social Security benefits are changing. With COVID-19 making our world even more unpredictable, now is the time to make sure your Social Security plan is in place to ensure you have a secure and comfortable retirement income stream. Join Financial Planning Specialist Ryan Oliver, CFP®, as he provides insight on: Filing strategies What spousal…

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Connecting With Family Over the Holidays

An Opportunity For Meaningful Conversations About Finances Gathering with family throughout the holiday season presents a perfect opportunity to have important, albeit potentially difficult, conversations about the future of your affairs. Having a plan in place in case of death or disability – while not enjoyable to think about – can alleviate administrative pains, minimize…

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WEBINAR: What Happens to My Assets After I Die?

Understanding the logistics of what happens to your assets after death — like how property is actually transferred to your spouse, children, or charities — can give you the peace of mind now that your assets will be distributed according to your wishes. While each situation is unique, there are many common denominators and best…

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WEBINAR: Preserving Your Legacy: Understanding Wills, Trusts, & Important Legal Documents

After decades of experience counseling thousands of families on their wealth, the most common mistakes we see in financial plans revolve around estate planning. Many people fail to revisit their estate plan and are left with outdated, incomplete, or incorrect plans that can cause unnecessary turmoil for their loved ones. During this uncertain and unprecedented COVID-19…

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WEBINAR: Education Planning 101: Getting Smart About Paying for College

Navigating the many facets of paying for college can be challenging. Over the last 30 years, higher education costs have skyrocketed. To complicate matters, college prices are like airline tickets: no one pays the same price. Additionally, COVID-19 now presents a multitude of unknowns and disruptions that could potentially accelerate the trend of rising college…

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