Choose Wealthy Choices® Retirement Planning Services In Waltham, MA
Are you ready to seek retirement planning services near you? Whether you find yourself nearing retirement age or you want to begin retirement planning early, you can seek professional retirement planning services in Waltham, MA at Wealthy Choices®. Don’t burden yourself with trying to answer every retirement planning question on your own. Seek professional guidance today.
Learn About Retirement Planning Goals, What To Do With Your 401k, And More
Hi, I’m Dr. Penelope Tzougros and I’m here to help you figure out retirement planning goals and more with professional retirement planning services in Waltham, MA. I am a retirement planner as well as a financial advisor and I am eager to help you find answers for your retirement planning questions.
Retirement Planning And Your 401k
As part of your preparation for retirement, you may have been contributing part of your paycheck to a 401k, 403b, or another profit-sharing plan. As you get closer to retirement age, you may find yourself having questions about your 401k.
What should I do with my 401k? Should I transfer it to an IRA? What are my options with a 401K?
The answers to these questions will likely be different for different individuals. As your retirement planner, I put you at the center of the plan. Your values, interests, assets, and family are all part of what determines the answers to your retirement questions about your 401k and more.
Choose Wealthy Choices® Offers Retirement Planning Services In Waltham, MA
When you’re ready to begin the search for answers about retirement planning, call Wealthy Choices® for retirement planning services in Waltham, MA. You can also depend on Wealthy Choices® for other financial planning services in Waltham, MA – including 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) 893-0909 ext. 238 today.