10 questions to ask before your clients retire

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.

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

Advisor.ca staff


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