Four retirement-planning blind spots

Anticipate extra costs and portfolio shocks before pulling the ripcord on retirement

Christine Benz 30 September, 2019 | 2:49AM

Rearview mirror

Your portfolio balance has gotten larger and larger. You've crunched the numbers, conferred with your spouse and family, and set a tentative date. You think you might be ready to retire.

But before you pull the rip cord and start relying on your portfolio--rather than your salary--for living expenses, it's wise to make sure you're not missing anything on the financial front.

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About Author

Christine Benz

Christine Benz  Christine Benz is Morningstar's director of personal finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success. Follow Christine on Twitter: @christine_benz.

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