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Are You Planning Retirement In Waltham, MA? 

Retirement planning can seem like an intimidating process. After all, there are many factors to consider and many questions you’ll need to answer before you can get to the planning stage. The good news is you don’t have to plan retirement in Waltham, MA all on your own. You can seek professional retirement planning services in Waltham, MA through Wealthy Choices® today! 

Retirement Planning Consultant In Waltham, MA 

Hi, I’m Dr. Penelope Tzougros – a professional retirement planning consultant in Waltham, MA. Retirement planning is not meant to be approached with a cookie-cutter plan. As your retirement planner and financial consultant, I seek to understand your needs so I can help you with personalized retirement planning services. 

Why Hire A Retirement Planning Consultant In Waltham, MA? 

There are many reasons why one might consider hiring a retirement planner in Waltham, MA. As your retirement planner, I aim to guide you through the process of retirement planning and everything that comes along with it. 

Aging In Place In Waltham, MA 

For example, one of the things you’ll have to think about as you plan for retirement is where you’ll live. Will you continue to live in your current home? Is it better for you to move to a smaller, more manageable home? 

What To Do With Your Pension 

Another question soon-to-be retirees have is what to do with their pension. As your retirement planning consultant, I can help you consider your different payment options. 

Other Common Retirement Questions 

Of course, there may be other common retirement questions you would like answers to. Perhaps you’d like to learn how you might minimize taxes during retirement. Perhaps you’re interested in estate planning. Perhaps you’d like help figuring out how much you should save for retirement in Waltham, MA and how to save that much. No matter your questions, I’ll help you find answers that suit your unique circumstances. Call today to learn more! 

Call to learn more about Wealthy Choices® retirement planning services in Waltham, MA. You can also depend on Wealthy Choices® for other wealth management services in Waltham, MA such as estate planning services, investment management services, and more. 

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 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.