If you are closing in on retirement, there are many important matters to handle to have complete peace of mind. We find most people do not know what they do not know. Retirement presents that exact problem. Spending some time effort and energy planning will allow you to achieve your retirement goals. Here is a list of 8 important matters to consider in preparation for retirement. Checklist. Call us and schedule a “preretirement consultation” so we can show you how we can help with all 8 of these issues on the list.