Comments on: 10 Essential Factors of a Retirement Planning Checklist

By: SimpleRyan

SimpleRyan — Thu, 18 Sep 2014 16:41:03 +0000

Hey Jeff!!
Great points! I think the most important thing here is HAVE A PLAN!

Without a plan – you have NO CLUE if you’re on track or not.

Most people don’t even bother to think about this. We’re too busy planning our next vacation, planning for our kids education, planning to buy our next car. We’re too focused on the short term – that we forget about the long term.

It doesn’t take long at all – take an hour or two once a month, review where you’re at and where you want to be. If you do that, you’ll feel less overwhelmed than if you left it all until your age 55 – trying to retire by 65.

By: A Frugal Family's Journey

A Frugal Family's Journey — Wed, 17 Sep 2014 04:31:25 +0000

For the record, I am borderline obsessed with early retirement so it is safe to say that I think about retirement often. I’ve read many articles, stories and books on the subject. With that said, I found your checklist to be very good and useful to all. I think you’ve covered the topic well and have captured the essence of what one would find in several books about retirement.

Thanks for sharing…AFFJ

By: Marvin

Marvin — Tue, 16 Sep 2014 22:20:52 +0000

I never even considered #9 until about a year ago. After conducting some research I found a study done by Fidelity that said the average retirement couple spends approximately $300,000 on medical fees. That literally blew my mind and reshaped the way I thought about retirement.

By: Brett Wilson

Brett Wilson — Mon, 31 Dec 2012 02:20:19 +0000

I agree with your article. A comfortable retirement requires planning. Keeping track of your retirement portfolio is the most critical aspect in my opinion.