Boston Retirement Planning Services Available Near You
If you’re planning to retire in Boston, don’t put yourself through the stress of trying to figure out retirement planning all on your own. Seek professional retirement planning services near you today! Choose Wealthy Choices® for retirement planning and wealth management services near Boston.
Boston Wealth Management – Retirement Planning, Investment Management, And More
Hi, I’m Dr. Penelope Tzougros. I offer my services as a financial advisor and retirement planning consultant near Boston – and I’m eager to use my experience to help you make informed decisions about wealth management and retirement planning.
Stay Or Move? Retiring In Boston
For example, one of the most difficult decisions you might make while planning to retire in Boston is the Stay-Move Decision. Will you stay in your current home? Will you move to someplace better suited to your retirement needs?
You may have strong feelings about staying or moving – but it’s important not to base your decision solely on feelings. I’ll help you consider the facts so you can make an informed decision. Perhaps you feel your home is your best asset. Perhaps you’re waiting to sell your home and buy another because mortgage rates have gone up. However, the truth may be that your home isn’t as much of an asset as you think. Additionally, waiting for mortgage rates to fall while living in a place that isn’t best suited to your needs could be a losing battle.
Wealth Management In Boston – Call Wealthy Choices®
Don’t wait to learn more about retirement planning services near Boston – call Wealthy Choices®. You can also rely on Wealthy Choices® wealth management for women, investment management services, and other services to help you manage your wealth.
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 professionally 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 seek to 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.