Imagine you’ve saved your target amount for retirement and are on track to receive your optimal Social Security benefit. Many think these are the only things to take care of, but retirement planning consists of much more. It’s also crucial to consider how much risk you’re taking and how much risk your money can manage. [...]
Fall is harvest time. Pumpkins, squash, and apples fill grocery stores, and if you have a garden, your own produce might be ready to pick. Of course, not everyone has a garden – gardening can be too time-consuming for people who work full-time or travel frequently. But, one of the great things about retirement is having [...]
You're probably looking forward to Thanksgiving, even if it looks a bit different this year or you're not a big fan of turkey. Whatever your Thanksgiving is like this year, it’s a good time to think about how you express gratitude. Some people donate their time or money to a charitable organization, especially around the [...]
Charisse Rivers from Zinnia Wealth Management joined The Bob Rose Show on November 17th to discuss the highs and lows of 2020, the stock market, and managing your retirement in 2021. She discusses staying the course, having a plan A and plan B, and contacting Zinnia Wealth Management to guide you through your retirement. [...]
It’s almost Thanksgiving, and if you're hosting this year, you know that preparation and organization are key to a successful feast. First, you need to know how many mouths there will be to feed, then figure out what kind of meal you’re going to serve them and how you'll make it. On top of all [...]
If you have elderly parents or know someone who does, you already know that there are many hard decisions to make when it comes to long-term care, especially during the pandemic. And figuring out the finances can be even harder. Trends could change in the coming decades, such as moving long-term care into the home, [...]
The 1964 World’s Fair opened in New York City, bringing modern marvels to the thousands who visited. Many of the exhibits presented what life could be like in the future, showing new technologies that everyone might have someday. Let’s look back at the 1964 World’s Fair and see how yesterday compares to today. It’s a [...]
In 2020, we saw the new SECURE Act legislation come about in response to the changing needs of America’s retirees. In 2021, we will likely see some increased retirement account contribution limits and could possibly see additional retirement legislation. For those who have saved diligently over the years, it’s crucial to know how to make [...]
Almost everything we do has some type of a preparation process or warm-up routine. From playing golf to driving a car, every activity has certain steps that should be taken before you begin, and retirement is no different. This next period of your life requires some warming up – financially and otherwise. Preparation is everything [...]
Nobody has a crystal ball to tell us exactly what the future holds, but don’t let uncertainty be the reason you’re unprepared for retirement. As someone who has worked hard for what they’ve earned and is likely invested in America’s future, you may be concerned about what the future could bring. But, it’s important to [...]
Powered by: Simplicity Lone Beacon
CONTACT ZINNIA:
THE VILLAGES:
Retirement Coffee Talk
Client Resources
© Zinnia Wealth Management | Disclosure | Terms of Use | Privacy Policy | Form CRS | Form ADV Part 2A_2B
