Unplanned Retirement

Unplanned Retirement

A good financial plan revolves around a single number: The date when your client plans to retire. But the number isn’t set in stone. Almost half of current retirees say they quit work earlier than planned, the result of job loss or health problems, or simply because they could afford to quit, according to the Employee Benefit Research Institute.

When a client retires unexpectedly, plan reassessment is a must. How will the chang

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