Countdown to Retirement Checklist- Part 1


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Before you walk out of work with your final paycheck, help get prepared for what awaits you in retirement with these first two tasks from our “countdown-to-retirement” checklist:

  • Task #1: Determine your vision for retirement.
    This is an important step to making sure the next chapter of your life is both enjoyable and fulfilling. Regardless of how much money is saved, those who enter retirement without a plan may have regrets about leaving the workforce early without an idea of how to spend all their free time over what could potentially be the next 20 or 30+ years. Make sure to not only evaluate your financial readiness but also your emotional and mental readiness.
  • Task #2: Consider adjusting your asset allocation.
    A surprising number of people don’t customize their asset allocation around their needs as they approach retirement. Many people may choose to reduce stock exposure and ramp up on other more conservative financial products to help ensure their “nest egg” is maintained into and throughout retirement. But that’s not for everyone. Take a look at your individual goals and objectives, then assess how the state of the economy may impact your financial decisions.

If you have any questions on getting ready for retirement please call us at 801-990-5055 to request your complimentary planning consultation.



Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and insurance products. Advisory services offered through B.O.S.S. Retirement Advisors, a Registered Investment Advisory firm.. Insurance products and services offered through B.O.S.S. Retirement Solutions. To see a list of services please visit us at bossretirement.com/services.

This content is provided for informational purposes only. It is provided by third parties and has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.We are not affiliated with any government agency including the Social Security Administration.

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