Lesson 1
Retire When You Want
Lesson 2
Running the Numbers
Lesson 3
Sources of Income
Lesson 4
Investing Now
Lesson 5
Investing Now and Later
Lesson 6
What To Do? Where To Live?
Lesson 7
Medical and Other Insurance
Lesson 8
What It Will Really Cost
Lesson 9
Tax Attack
Lesson 10
Making Your Money Last
Lesson 11
Your Heirs, Your Disasters
Lesson 12
Plan Review
Plan Review
Playing With Your Plan
Comparing Financial Statements
Better Save Than Sorry
Lesson Summary
Homework
The Motley Fool's Roadmap To Retirement Self-Paced Online Seminar
Lesson 12: Plan Review
Better Save Than Sorry

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Better Save Than Sorry
We've pointed you to a lot of links to resources on the Fool and elsewhere during our time together. We recommend that you bookmark those that you found especially useful so that you can revisit them when you review your plan. You should also file each and every lesson (even that really, really boring one).

The Necessary Steps
The final step in our review process is to reaffirm the goals and action steps we have established for ourselves.

  • Have we taken the actions we said we would toward meeting each goal? If not, why?

  • Are the goals still valid or should they be discarded?

  • If the goals remain valid, do the action steps require modification to make sure we stay on track?

  • Have any of our interests changed to require new goals and action steps? If so, are there any costs associated with those goals?

  • How will those costs be met, and will they cause any other part of our plan to change?

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