Posts by Michelle Tigani
WEBINAR: 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…
Read MoreWEBINAR: 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…
Read MoreWEBINAR: 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…
Read MoreWEBINAR: 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…
Read MoreWEBINAR: 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…
Read MoreConnecting 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…
Read MoreWEBINAR: Long-Term Care: What Is My Financial Risk & How Can I Best Prepare?
Seven out of ten people who are age 65 and older will need long-term care services at some point in their lives. This need for care can have serious impacts on your assets and family dynamics if you do not prepare accordingly. Join Director of Advanced Strategies Carmen Bississo, CIMA®, AIF®, CLTC, CAS®, CFS® as she provides…
Read MoreWEBINAR: 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…
Read MoreWEBINAR: 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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