Best Financial Advisors in Waltham, MA

As a woman in your fifties approaching retirement, consider three key aspects: values, expenses, and risks. Align your spending with your values and prioritize what truly matters to you. Be mindful of group spending situations that may compromise your financial goals. Understand and track your expenses accurately, including often overlooked costs, to create a realistic budget. Expect expenses to rise, especially medical costs. Seek professional advice to optimize your portfolio for income and growth. Prepare for potential risks, such as extended care needs, by establishing support systems and contingency plans. Embrace this empowering phase of life and craft a fulfilling retirement on your terms.