If you have questions and concerns about retirement, you are not alone. Fortunately, an advisor can talk to you about your options and help you plan for the future.
What do you think about retirement? Maybe your spouse is already retired, and you can’t wait to be there too? Or perhaps you just dream of quitting early, and you don’t know if you can afford it. Julie Pouliot, Financial Security Advisor at Sun Life, shares how she has helped Clients navigate this specific situation.
Ms Pouliot met a Client who dreamed of joining his retired spouse. The couple had experienced several financial setbacks over the years. Monsieur was embarrassed to talk about it, but opening the discussion helped establish a relationship of trust. “I got to know their goals and their motivation to retire together as soon as possible,” says Julie Pouliot.
