Two More Steps Closer to Retirement


Making a list of everything you want to do in retirement is a fun way to help you envision what you want your retirement to look like. On the other hand, making a list of things you need to do before you retire may not be as exciting, but it can help you make sure that you are able to meet all of the goals on your retirement wish list! Get ready for the days ahead by tackling two more tasks in our retirement checklist:

  • Pre-retirement task #3: Consider your income sources.
    While most retirees will have an income foundation provided in part by Social Security benefits, fewer U.S. workers will draw a pension, and many people will have to structure an asset withdrawal strategy in order to supplement their other retirement income sources. This approach needs to be made carefully, often with professional help, to help ensure that you can maintain your lifestyle throughout retirement.

  • Pre-retirement task #4: Organize your expenses.

    Many near-retirees wait until they’ve paid off their mortgage and any other major expenses, such as student loans, before making the leap to retirement. Entering retirement with low fixed expenses will take some financial pressure off daily living, so it may be a good idea to ditch the big expenses now. Keeping costs low can mean extra cash for travel and leisure, or to pass on to your family.

Completing these tasks will help bring you closer than ever to being retirement ready! If you would like to sit down a discuss all of the steps you need to complete to make your retirement a successful one, please 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.

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