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  PRESS RELEASE: Zinnia Wealth Management Selected to Gator100

  PRESS RELEASE: Zinnia Wealth Management Selected to Gator100

PRESS RELEASE: Zinnia Wealth Management Selected to Gator100

Kirby2019-02-27T00:09:53+00:00February 27th, 2019|Press Release|

WE ARE A 2019 UF GATOR100! Congratulations to us! Zinnia Wealth Management has been selecte [...]

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  Your Tax Burden in Retirement

  Your Tax Burden in Retirement

Your Tax Burden in Retirement

Becca Mack2019-02-26T02:16:24+00:00February 26th, 2019|Retirement, Tax Strategies|

Even in retirement, taxes are a guarantee. Your Social Security benefit, capital gains, and [...]

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  Why $1 Million in Savings may not be Enough

  Why $1 Million in Savings may not be Enough

Why $1 Million in Savings may not be Enough

Becca Mack2019-02-22T17:52:24+00:00February 22nd, 2019|Financial Planning|

They say age is just a number, but the same probably shouldn’t be said of retirement prepar [...]

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  Is Now the Time to Convert to a Roth IRA?

  Is Now the Time to Convert to a Roth IRA?

Is Now the Time to Convert to a Roth IRA?

Becca Mack2019-02-19T00:15:35+00:00February 19th, 2019|Financial Planning|

Roman poet Horace penned the famous phrase, “carpe diem” – seize the day. Could 2019 be the [...]

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  Transitioning Into Retirement Is No Small Task

  Transitioning Into Retirement Is No Small Task

Transitioning Into Retirement Is No Small Task

Kirby2019-02-08T18:26:01+00:00February 8th, 2019|lifestyle, Retirement Planning|

Even though most people look forward to retirement, some forget that losing the structured [...]

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  Creating a Retirement Game Plan

  Creating a Retirement Game Plan

Creating a Retirement Game Plan

Kirby2019-02-04T21:06:54+00:00February 4th, 2019|Retirement Planning|

Whether your team won or lost this Sunday, we can all agree that it’s no easy feat to make [...]