Are You Beginning To Plan For Retirement In Waltham, MA?
It is never too early to begin planning for retirement. However, if you’re beginning to plan for retirement in Waltham, MA, you may find yourself at a bit of a loss. How does one even begin to plan for retirement? How do you know how much to save? How do pensions play into retirement planning? How do you plan for healthcare expenses during retirement or decide where to live during retirement?
Seek Retirement Planning Services Near You
You don’t have to look far for retirement planning services in Waltham, MA. Hi, my name is Dr. Penelope Tzougros. I work as a financial advisor and retirement planner at Wealthy Choices®, located here in Waltham. I seek to understand the needs of each of my clients so I can offer personalized retirement planning advice. You can seek the personalized retirement planning services you need today.
Benefits Of Hiring A Retirement Planner
You may ask yourself – should I hire a retirement planner? What are the benefits of hiring a retirement planner? Put simply, hiring a professional means you don’t have to navigate the complexities of retirement planning all on your own. As your retirement planner, I can help with the following:
- Setting retirement goals – How do you want to live as a retired person?
- Creating a retirement plan – How do you get from where you are now to where you’d like to be during retirement?
- Assessing risk tolerance – Are you open to investing? What is your risk tolerance for investments?
- Diversifying investments – Seek to reduce risk and maximize returns
- Evaluating pension options – Should you take a lump-sum payment or annuity payments?
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Want to learn more about retirement planning services in Waltham, MA? Call soon!
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 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.