Countdown to Retirement – One Last Task…..


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Retirement can give you plenty of freedom to enjoy your family, friends and hobbies. However, it can also mean facing the fact that we’re all getting older and need to plan for some of the “less fun” parts of aging. The good news is a little pre-planning now can help ease your mind later on — and help save your loved ones from added pressure.

Chip away at your pre-retirement to-dos with this final countdown task to help get you to the retirement finish line:

  • Task #5: Plan for long-term health care costs.
    Planning for the complications of health issues related to old age is an uncomfortable, yet necessary, task. While the needs are often unpredictable, planning for long-term health care expenses can save you and your family members some future stress. There are a variety of options, including long-term care insurance, as well as long-term care benefits from optional riders on life insurance or annuity products.

Completing this last step, in conjunction with the four tips we’ve shared with you previously, can help put you on the path to achieving the retirement you desire.

Give us a call if we can be of any assistance in helping you get ready for your retirement day! 801-990-5055



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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