Got retirement on your mind? Maybe you’ve received an early retirement offer at work. Or perhaps you want to retire early, but don’t know if your finances can handle it. Sara Zollo, a Sun Life Financial advisor, says such was the case for one of her Clients.
A few years ago, Zollo’s client couldn’t decide whether or not to accept an early retirement package from her employer. She knew she wanted to accept. But she didn’t know if she was financially prepared for retirement. She came to Zollo with her concerns and asked for some advice. Here’s how they worked together to make a decision.
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