10 questions to ask before your clients retire

You’ve run the numbers and come up with a plan, but sometimes clients just pick an age they want to retire at, and cling to it blindly.

By Staff | July 20, 2015 | Last updated on July 20, 2015

1 min read

You’ve run the numbers and come up with a plan, but sometimes clients just pick a retirement age and cling to it blindly.

To dissuade a client from retiring too early – or working longer than they need to – MoneySense has come up with a checklist to run through.

For instance, has your client paid off her mortgage? Are her children financially independent? Does she have a variety of income sources?

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The staff of Advisor.ca have been covering news for financial advisors since 1998.

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