Category: Wealth Management Boston 

How to Evaluate the Value of Your Home in Retirement: Key Questions to Ask Yourself 

As you transition into retirement, one of the most important decisions you’ll face is whether your home still serves your needs. For many, the home holds a lifetime of memories and attachments. But as your lifestyle evolves, the practicalities of maintaining your home may no longer align with your goals and needs. Evaluating the value […]

Is Your Home Still the Right Fit as Life Changes? 

As we age, the way we interact with our homes inevitably changes. A home that once served your needs—whether it was chosen for proximity to schools, a spacious yard, or nearby conveniences—might not be as suitable as life moves into different phases. Whether the kids have moved out, your mobility has shifted, or your neighborhood […]

Is Your House Still the Right House for You After Retirement? 

As you transition into or continue through retirement, one of the most important questions to ask yourself is: Is my house still the right house for me? This question isn’t just about the practical aspects of homeownership, but also about how your home fits into your changing lifestyle, financial situation, and emotional well-being.  For many, […]

Designing Your Ideal Retirement: How to Make the Most of Your Time and Money 

Retirement is more than just a financial milestone; it’s an opportunity to redefine your life and focus on what truly brings you joy. Whether you’ve just retired or are in the planning stages, there are two critical aspects to consider: how you want to spend your time and how to allocate your financial resources. By […]

Do You Have the Money for Your Must-Have Experiences in Retirement? 

As you plan for or live through retirement, one of the most exciting aspects is thinking about all the things you’ve always wanted to do—whether that’s traveling, attending major events, or diving into new hobbies. But while imagining these must have experiences is fun, the reality of paying for them is a different story. Can […]

Defining Your Retirement: How Do You Want to Spend Your Time? 

As I’ve helped many clients transition into retirement, one of the most important questions I ask them is, “How do you want to spend your time?” Retirement isn’t just about financial security; it’s about designing your life around the things that bring you joy and fulfillment. For me, retirement planning is not just about money—it’s […]

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 home is likely more than […]

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 Home  Selling your home can […]

Understanding Inflation and Your Retirement Income 

Inflation is a critical factor that can erode your purchasing power over time, making it essential to understand how it impacts your retirement income. Many retirees and those approaching retirement find themselves asking, “What level of inflation-adjusted income can I count on?” This question reflects a concern for maintaining a stable and comfortable lifestyle throughout […]

Unleash the Wealthy Woman Within: Mastering Your Money Mindset

  Are you ready to step into the shoes of the wealthy woman you’re destined to become? It’s time to align your money habits with your future aspirations. Let’s delve into how you can cultivate a mindset that paves the way for pursuing financial success. Listening to Your Wealthier Self In the whirlwind of daily […]