retired-couple-vibrant

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.

Read: Most retirees worried about running out of money

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

Read the whole list here.

Also read:

Help clients nearing retirement

Some early retirees would be broke within a year

Originally published on Advisor.ca

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