Case Study: How Robert and Jan Planned Their Retirement
Category: Retirement Planning
August 30, 2016 — One of our longstanding Members, Robert M, suggested that we interview our early subscribers who are still members and see how Topretirements and its community have helped them over the years. This is his and his wife Jan’s retirement planning story – which is still going on. Even though they have been with Topretirements almost 10 years, they are still 5 years away from pulling the trigger. We admire their planning spirit! We hope that their experience will prove useful to all of our members in suggesting ways to improve their retirement planning. Thanks Robert and Jan, it has been great to read how real people manage the retirement process (and thank you for your many kind comments)! Several other folks who responded to our interview request will be publishing their retirement stories in the near future.
Take it away Robert. We have tried to provide links to some of the features mentioned for your convenience.
Q: When and how did you discover Topretirements?
A: Looking at my files where I printed stuff off it looks like I found your site in late 2007/early 2008. I found it through looking for information on retirement and various states. Back then we decided we need to
Comments on "Case Study: How Robert and Jan Planned Their Retirement"
June says:
Robert and Jan, I am wondering where you have narrowed your retirement search down to for your next move. Would love to hear your choices and why. Thank you.
Admin says:
This Comment is from Robert M:
Haven't retired yet... about 5 years away. Our plan is to decide and buy 3 years before... then fix and vacation there 3 weeks a year for 10 days each.
Ann says:
I second June's suggestion and would also let you know that you could do these sessions via Facebook Live!
Holly says:
Thoughtful comments. Thanks for advice! I am also tied to KY (UK grad), but we are also considering TN. I am still working, but would like to transfer to the retirement area within 5 years or so. We're very interested in your location search criteria.Thanks for your input!!!