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Friends Life Care
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  • Download ‘Retirement Checklist’

Your Retirement Checklist 

Protect Your Financial Health 

You’ve taken the essential steps toward securing your financial future. You’ve saved and invested wisely over the years and have a Financial Advisor you trust.  

With inflation the highest it’s been in decades, interest rate hikes, and a volatile stock market, it may be time to revisit your portfolio and make sure you have a plan in place to cover costly long-term care if and when you need it. 


Did you know that nearly
70% of Americans age 65+ require long-term care? Although some people can rely on family members to be their caregiver, others will need more help. 

What is your plan for long-term care? If you have long-term care insurance, critical components like care coordination and home safety assessments may be missing. Both are included with Friends Life Care membership.  

Download this checklist – and bring it the next time you meet with your Financial Advisor – to review and confirm all the boxes are ticked to secure the retirement you want. 

Your Retirement Checklist

Friends Life Care

215.628.8964
460 Norristown Rd, Suite 300
Blue Bell, PA 19422

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Friends Life Care Partners is committed to the belief that everyone has the right to be treated with respect, dignity and fair treatment - free from discrimination, including that based on age, race, color, religion, sex, gender identity, sexual orientation, gender expression, marital status, national origin, genetic information, citizenship, Veteran status, disability, or any other legally protected characteristic. Friends Life Care Partners strives to make every reasonable accommodation to serve everyone in a manner consistent with our mission, service offerings and available resources.

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