Downsizing Doesn’t Have to be Daunting Thanks to These 5 Steps

by Sarah Mouser, CFP®, CTS™, CES™ When people begin to think about retirement, they often start contemplating moving to an active retirement community or “downsizing” to a smaller, more manageable home. However, making the move is a decision that many people tend to delay. The reality of having to deal with material possessions accumulated over the…

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The New Retirement Age

Washingtonian The New Retirement Age Dec. 12, 2016 Stephan Cassaday and several Cassaday partners and clients were featured in the December 2016 issue of the Washingtonian on the emotional transition to retirement. Read the full article by Suzanne Sataline here

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Decision to Retire Isn’t Just About Money

by Steve Cassaday, CFP®, CFS We regularly see clients who undeniably have enough money to retire comfortably but will not do it. After 34 years of helping people ramp up to retirement, I have learned that being ready to retire means having enough money but also, and often more importantly, it means being mentally and psychologically ready. Retirement…

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Reasons Young Americans Won’t Be Ready For Retirement

by Steve Cassaday, CFP®, CFS For most young Americans, financial insecurity, compulsory work after normal retirement age and dependence on government safety nets in later life are very real possibilities. Most young people do not think about their lives 40 years in the future, but proper habits and small incremental behavioral changes around money issues, especially…

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