One Last Step on Your Retirement Checklist


Breaking up big projects into smaller to-do list items can help you accomplish a big goal in no time. Chip away your pre-retirement to-dos with this final pre-retirement checklist task, and get to the retirement finish line:

  • Pre-retirement task #5: Plan for long-term health care costs.
    Planning for the complications of old-age related health issues 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.

We’d love to help you go over your retirement checklist to ensure you’ve got everything taken care of. Give us a call at 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, and offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. Insurance products and services offered through B.O.S.S. Retirement Solutions. To see a list of services please visit us at

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.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 801.990.5055