Posts by Michelle Tigani
A New Way to Pre-Pay Virginia College Tuition Expenses
In April of 2019, Virginia529 – the state agency managing 529 college savings plans – announced that its pre-paid tuition plan, formally known as Prepaid529, would close to new investors to make way for a new program called Tuition Track Portfolio. The reason for this change is to give families an option that could better shield college…
Read MoreWEBINAR: College Funding Strategies & How to Maximize Financial Aid
Navigating the many facets of paying for college can be challenging. If you have a student approaching college age, there are certain steps you can take to make sure you are saving properly and getting the best deal on their education. Join Sarah Mouser, CFP®, CES™, and Paraplanner Ryan Muscatella, CFP®, for an on-demand webinar…
Read MoreDividends: Should You Reinvest Them?
To reinvest, or not to reinvest, that is the question. Dividends and distributions from a portfolio are a welcome benefit of investing. Yet, when a cut of a company’s profits or interest from a bond is paid, investors are faced with a decision; reinvest the sum back into their portfolio or take the cash. For…
Read MoreCassaday & Company Joins Focus Financial Partners
We are delighted to share with you some exciting news about our firm. Effective with a transaction expected to close in December 2021, Cassaday & Company, Inc., will be joining Focus Financial Partners. Read or watch our video announcement below to hear why we believe this partnership ultimately will enhance and expand the services already…
Read MoreWEBINAR: Tips for Talking with Family about Money & Finances
Having a plan in place in case of death or disability is critical. Planning ahead can alleviate administrative pains, minimize family disputes, and ensure your assets are protected. An important component of this plan that is often forgotten, or avoided, is communicating it to your family or loved ones. While it’s never pleasant to discuss…
Read MoreBoo at the Zoo 2021
On October 30, 2021, Cassaday & Company, Inc. invited clients and their families to its 6th annual Boo at the Zoo event to celebrate Halloween weekend. Held at Roer’s Zoofari in Vienna, VA, it was a day of fun for the whole family with a Self-Drive Safari, petting zoo, and individual animal encounters. Clients and…
Read MoreWebinar: Volunteering in Retirement
Many people find volunteering to be a rewarding and meaningful way to spend time and energy in retirement. Volunteering can help provide structure, community, and a sense of purpose to people navigating life after full-time work. Research has shown it makes people happier, increases social, emotional, cognitive, and physical wellbeing, and helps bridge the generational…
Read MoreHow does Cassaday & Company protect against ransomware attacks?
Cassaday & Company, Inc., is acutely aware of the disruptive threat that ransomware poses and takes greater-than-necessary steps to protect our information and sensitive client data from this type of attack. Cassaday’s protection and action plan is formulated in such a way as to represent a “Five-Function” hierarchy, which is defined by the National Institute…
Read MoreWEBINAR: Suddenly Single: Surviving the Loss of a Spouse
According to the 2020 Census, there are 11 million widows and 3 million widowers in the United States. Of the top 10 most stressful life events, the death of a spouse is number one. Sadly, more than half of those who have lost a spouse experience a serious illness within the first 12 months of…
Read MoreWEBINAR: 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.…
Read MoreWEBINAR: 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,…
Read MoreWEBINAR: 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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