Monthly Archives: June 2019

Retirement the Machiavellian Way

When someone says “Machiavellian,” you might think of a lying schemer, a power-hungry politician, or ruthless individual who believes the ends justify the means. But this characterization isn’t quite fair to the political philosopher Niccolo Machiavelli. He gave practical advice to the prince of Florence about how to rule, and was concerned with him being [...]

By |2019-06-28T14:14:42-04:00June 28th, 2019|Retirement Planning|

A Plan to Help Minimize Your Taxes in Retirement

Your steady source of income might disappear in retirement, but unfortunately your taxes probably won’t. Did you know that up to 85% of your Social Security benefit could be taxed? And, retirement account distributions are taxed differently than investment income. If you’ll have multiple income sources, you should know how each is taxed so that [...]

By |2019-06-24T23:38:20-04:00June 24th, 2019|Tax Strategies|

Social Security’s Decreased Buying Power

Some are worried about the state of Social Security since the latest report found that starting next year, the program’s annual cost will exceed its income. Some speculate that since the program’s trust fund is expected to be depleted by 2034, cuts are inevitable. But, there should be a more immediate worry facing beneficiaries than [...]

By |2019-06-14T13:13:25-04:00June 14th, 2019|Financial Planning, Social Security|

PRESS RELEASE: Check out Charisse’s Appearance on Hollywood Live!

Charisse Rivers, CEO and Founder of Zinnia Wealth Management, was recently seen on ABC, NBC, CBS and FOX network affiliates around the country on Hollywood Live, with Jack Canfield, Best-Selling Author® and co-creator of Chicken Soup for the Soul. Hollywood Live, was filmed in Los Angeles, and is produced by The Dicks and Nanton Celebrity [...]

By |2019-06-13T18:26:55-04:00June 13th, 2019|Latest News, Press Release|

The State of Social Security

The annual report on Social Security’s financial condition was recently released, and many are worried about the program’s solvency. The annual cost of the program is expected to exceed its income for the next 75 years starting in 2020. And, the trust fund that covers retirement benefits is expected to be depleted by 2034. This [...]

By |2019-06-03T22:12:07-04:00June 3rd, 2019|Social Security|
Go to Top