fbpx

What Are Your Retirement Questions In Waltham, MA? 

Do you have questions about preparing for retirement in Waltham, MA? Are you ready to seek professional advice about retirement planning, finances, or wealth management? If so, you’ve come to the right place. Choose Waltham, MA retirement planning services with Wealthy Choices®. 

Waltham, MA Retirement Services And More 

Hello, I’m Dr. Penelope Tzougros. As a professional financial advisor and retirement planner in Waltham, MA, I am eager to help you seek answers to your common retirement planning questions. Through personalized retirement planning services, I seek to help you find answers that suit your particular situation. 

The Stay-Move Decision: Is My House A Retirement Asset? 

One of the important decisions that comes along with retirement planning in Waltham, MA is the Stay-Move Decision. Where will you live during retirement? Will you continue to live in your current home or should you consider moving for retirement? Perhaps you consider your house to be an asset that will be useful to have during retirement. How can you tell, though, if your house is truly a retirement asset?  

Seek Professional Retirement Planning Services Near You In Waltham, MA 

In addition to having professional experience as a financial advisor and retirement planner, I am also experienced in matters of realty. Using this knowledge, I seek to help you make informed decisions about where to live during retirement. Together, we’ll consider your situation – your needs, your wants, your finances, and more – so that you can make your decision based on facts, not feelings. 

Wealthy Choices® Offers Wealth Management Services In Waltham, MA 

In addition to retirement planning services, you can visit Wealthy Choices® when you’re seeking other wealth management services near you. Try wealth management for women in Waltham, MA, investment management services in Waltham, MA, and more with 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 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 seek to 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) 893-0909 ext. 238 today.