fbpx

Where To Find Retirement Planning Services In Waltham, MA

As you begin planning for retirement, you may feel overwhelmed with the number of decisions that go hand-in-hand with retirement planning. You may find yourself with retirement questions you don’t know how to answer. Don’t stress over finding answers to retirement questions on your own. Seek retirement planning services near you today!

Retirement Planning Services Are Available Near You, Call Wealthy Choices®

Hello, I’m Dr. Penelope Tzougros – a financial advisor and retirement planner offering retirement planning services in Waltham, MA. If you’re overwhelmed by retirement planning, know that you’re not the only one to have had the questions you’re trying to answer. As your retirement planner, I seek to help you find the answers you need through personalized retirement planning services in Waltham, MA.

What Should I Do With My 401k When I Retire?

There are many questions you may be asking yourself as you try to plan out your retirement. Are you ready to move or age in place during retirement? How do you figure out how much to save for retirement? What should you do with your 401k when you retire?

All of these questions have one thing in common: the answers differ from person to person. The answers to your common retirement questions will not be the same answers another person needs. That’s why personalized retirement advice is so important. Here at Wealthy Choices®, we seek to help you develop a retirement plan around your needs and desires. We take into consideration your finances, your values, your family, and more.

Get started on your retirement planning with retirement planning services in Waltham, MA. If you’re interested in other wealth management services – such as estate planning services, investment management services, and more – ask about them when you call Wealthy Choices®!

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) 577-2311 Today.