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.
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?
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