Dick, thanks for sharing ... as a retiree from the same company as you, I was interested how other peer retirees felt with the change in medical benefits. The one tip or suggestion I would offer (and that allowed me to manage 'emotional' second guessing) was a quarterly net worth snapshot via a simple spreadsheet - both showing summary account balances - taxable, non-taxable and savings/checking - but also 5-year look ahead for MAJOR anticipated expenses - roof, vacations, etc. I also found Personal Capital's free Dashboard https://www.personalcapital.com/ useful to provide that source of account values.
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Dick, thanks for sharing ... as a retiree from the same company as you, I was interested how other peer retirees felt with the change in medical benefits. The one tip or suggestion I would offer (and that allowed me to manage 'emotional' second guessing) was a quarterly net worth snapshot via a simple spreadsheet - both showing summary account balances - taxable, non-taxable and savings/checking - but also 5-year look ahead for MAJOR anticipated expenses - roof, vacations, etc. I also found Personal Capital's free Dashboard https://www.personalcapital.com/ useful to provide that source of account values.
Post: Retirement Pro
Link to comment from November 12, 2021