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Seek Answers To Your Retirement Planning Questions In Waltham, MA 

Where can you find answers to your retirement planning questions? How can you make sure you’re able to make informed decisions about retirement? Seek retirement planning services in Waltham, MA today through Wealthy Choices®. 

Choose Retirement Planning And Wealth Management Services In Waltham, MA 

Hi, my name is Dr. Penelope Tzougros. Through Wealthy Choices®, I offer my services as a professional financial advisor and retirement planning consultant in Waltham, MA. I’m eager to offer you personalized services that help you make informed decisions about your retirement in Waltham, MA. 

Retirement Planning: The Stay-Move Decision 

One of the biggest factors to consider when planning for retirement is the decision of where to live. Will you continue to live in your current home? Would it be better to move elsewhere? I call this decision the Stay-Move Decision. 

Many soon-to-be retirees assume that their home is an asset that they shouldn’t give up. However, remaining in your current home may not be as beneficial as you think. After all, as we age certain home maintenance tasks become more difficult. You may find yourself with too much space. You may realize that certain aspects of your home – such as stairs – become more difficult to navigate with age. 

Even if you’re considering moving, you may not know where you should go. How can you decide what living options are best for you? How can you anticipate what you’ll need in the coming years? 

As your retirement planner, I seek to help you find answers to all these questions and more. I consider your unique circumstances so I can offer personalized advice tailored to those circumstances. 

Seek Professional Wealth Management In Waltham, MA 

Interested in retirement planning services or other wealth management services in Waltham, MA? Want to learn more about wealth management for women or investment management services near you? Call Wealthy Choices® today! 

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 extensively 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 seek to 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.