Blogs

scales

Retirement Planning: Considering the Emotional Impact of Selling Your Home 

Deciding whether to sell your home as you approach retirement is a decision fraught with emotional and practical considerations. As Penelope Tzougros of Wealthy Choices®, I’ve guided many clients through this complex process, helping them weigh the pros and cons of staying or moving. Emotional Ties to Your Home Your …
replica home with calculator

The True Cost of Homeownership in Retirement 

When considering retirement, one of the most significant questions is, “Should I stay in my home or move?” This question is not just about where you live but also about the financial implications of homeownership. As Penelope Tzougros, founder of Wealthy Choices®, I’ve helped many clients understand the true costs …
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The Decision to Sell or Stay in Your Home During Retirement

When planning for retirement, one of the most significant decisions you’ll face is whether to sell your home or stay in it. This decision is influenced by various factors, including financial, emotional, and practical considerations. As a financial advisor with over 35 years of experience, I, Penelope Tzougros, have helped …
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Empowering Women Through Ethical Wealth Management

In a world where financial decisions often feel impersonal, Wealthy Choices® offers a unique approach to wealth management tailored specifically for women. Dr. Penelope Tzougros provides a personalized service that not only focuses on financial growth but also aligns with your ethical values and personal goals. The Importance of Ethical …
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Tailored Wealth Management Strategies for Women

Managing wealth is not just about financial growth; it’s about aligning your investments with your personal values and goals. At Wealthy Choices®, Dr. Penelope Tzougros offers a personalized wealth management service specifically designed for women, providing the expertise and support needed to build a meaningful financial strategy. Understanding Your Financial …
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Aligning Your Wealth with Your Values

At Wealthy Choices®, we believe that your wealth should be a reflection of your values and worldviews. Dr. Penelope Tzougros offers a unique service tailored to women, ensuring that your financial strategies align with your personal and ethical goals. The Role of ESG Investing One of the core components of …
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Empowering Women Through Personalized Wealth Management

In today’s complex financial landscape, women often face unique challenges and opportunities when it comes to wealth management. At Wealthy Choices®, Dr. Penelope Tzougros offers a tailored approach specifically designed to empower women in building and managing their wealth in alignment with their values and worldviews. Understanding Your Unique Financial …
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house & money

Weighing the Decision to Sell Your Home in Retirement 

  As you approach or enter retirement, one significant question that may arise is, “Should I sell my home?” This decision involves considering various factors, including financial, emotional, and practical aspects. It’s a crucial choice that can significantly impact your retirement lifestyle and financial security.  Financial Implications of Selling Your …

Planning for Long-Term Medical Care in Retirement 

One of the most pressing concerns for retirees is the potential need for long-term medical care. This uncertainty often leads to the question, “How do I fortify my portfolio if I need care for a long-term medical issue?” Planning for such scenarios is crucial to ensure financial stability and peace …

Contact Penelope

Penelope S. Tzougros,
PhD, ChFC, CLU
51 Sawyer Road, Suite 340
Waltham, MA 02453

(781) 893-0909 ext. 238

[email protected]
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LPL Financial, Member FINRA/SIPC

In all 50 states, Penelope S. Tzougros is registered with and securities and advisory services are offered through, LPL Financial, Member (FINRA.org/SIPC.org) Financial Planning is offered through Wealthy Choices® which is a registered investment advisor. It is not a broker-dealer nor affiliated with LPL Financial.