Are You Expecting To Retire Soon? 

Be Prepared For Retirement – Seek Professional Retirement Planning Services Near You 

If you’re expecting to retire soon or expecting to retire in the next dozen or so years, be sure to seek retirement planning services in Waltham, MA. Preparing for the future is the best way to accomplish your retirement goals. With personalized retirement planning services in Waltham, you can set your retirement goals and develop a plan to address those goals. 

Don’t Let Cookie-Cutter Retirement Advice Confuse You 

Hi, I’m Dr. Penelope Tzougros, a professional retirement planner with Wealthy Choices®. I know that many of my clients find the process of planning for retirement confusing. Retirement planning can be made all the more confusing by the unreliable one-size-fits-all type of retirement advice one frequently finds online. Don’t let this type of advice or so-called retirement calculators confuse you. Seek personalized retirement planning services today. 

Why Retirement Planning Services Are Helpful 

The most helpful retirement advice is advice that is personalized to your life. As your retirement planner, I put you at the center of your retirement plan. Your goals, your values, your finances, your family needs – all of these and more help to shape your retirement plan.  

What To Consider While Planning For Your Retirement 

Are you wondering what factors you should be considering in your retirement plans? Here are a few things you may want to be thinking about as you plan for retirement. 

How are you planning to save for retirement? Do you know where you want to live during retirement? Do you have investments you’d like help to manage or even diversify? Have you planned for healthcare necessities and costs during retirement? Do you have a pension and do you know your pension payment options? Would you prefer a lump-sum payment or annuity payments from your pension? Have you begun estate planning? 

If you’d like to know more about seeking answers to the questions or other things you may need to consider for retirement, contact Wealthy Choices® for retirement planning services in Waltham. Also consider choosing Wealthy Choices® for your other financial planning needs, such as estate planning services, investment management services, and more. 

Choose Dr. Penelope Tzougros For Financial Advising And Retirement Planning 

Looking for a financial advisor who understands the emotional side of retirement planning, as well as the financial side? Look no further than Penelope at Wealthy Choices®. With a background in research and personal experience of watching a loved one suffer from dementia, Penelope is uniquely equipped to provide strategies and perspective on money and health issues in retirement. Her commitment to you as a financial planner is to create customized strategies that help you maintain the lifestyle you want so that you can thrive in retirement. To learn more, send her an email to start the conversation or call (781) 577 2311.