Financial Planning

Go for Gold in Your Retirement Strategy!

PYEONGCHANG 2018 | Getty Images Imagine training your entire career for one moment, one chance to perform at your very best. You had your entire routine down, but somewhere along the way in your planning, you forgot to sharpen your outside blade of your skate. Next thing you know, you caught an edge on your [...]

By |2018-02-20T00:00:30-05:00February 20th, 2018|Financial Planning, Retirement Planning|

Prepare to Make the Winning Play in Retirement

According to the National Retail Federation, this year’s Super Bowl spending surpassed $15 billion in America with an average spend of roughly $80 per fan. The Super Bowl is a national event, even for folks who aren’t fans of the sport. Whether it was on food, beverages, team apparel, TVs or decorations, you likely put some [...]

By |2018-02-09T17:46:20-05:00February 9th, 2018|Financial Planning, Retirement Planning|

3 Steps to Crash-Proof Your Retirement Plan

Source: Factset The post-recession bull market is starting to slow down as evidenced by yesterday’s worst single-day point decline in Dow history. The previous record was set on September 29th, 2008 when the Dow fell 777 points. Now, it’s more important than ever to make sure that your retirement plan is ready for anything. By [...]

By |2018-02-06T13:34:35-05:00February 6th, 2018|Financial Planning, Retirement Planning|

Let’s Celebrate Roth IRAs!

In 1998, the Taxpayer Relief Act was passed by Congress to create the Roth IRA. It got its name from Senator William Roth who sponsored the legislation. A Roth IRA is an individual retirement account, a type of qualified retirement plan that’s funded with after-tax dollars so therefore the contributions being made are not tax [...]

By |2018-02-02T00:32:56-05:00February 2nd, 2018|Financial Planning|

Take Control Over Your Financial Situation

It’s important for you to try and look at the role of managing your financial situation as becoming the CEO of the “YOU Corporation.” This doesn’t mean that you will be acting as a financial advisor, but you should be active in the decision-making process. According to research by business theorist, Thomas Stanley, millionaires will [...]

By |2018-01-30T00:00:21-05:00January 30th, 2018|Financial Planning|

3 Tips to be Financially Healthy in the New Year

A recent survey by the American Psychological Association said that 62% of Americans report being stressed about money. There’s no better time than New Year’s to review your current situation and make resolutions to be financially healthy in the New Year. However, it’s interesting to note that according to a Nielson survey, only 25% of [...]

By |2018-01-22T22:40:45-05:00January 22nd, 2018|Financial Planning|

Investment News: Surviving Spouse & Adult Children Report

Investment News notes that 66 percent of adult children fire their parents’ advisor after receiving their inheritance.1 The problem is even worse with surviving spouses, as more than 70 percent of all widows fire the family advisor following their spouse’s death, according to Investopedia.2 One third of women who become widows are younger than 65, [...]

By |2017-06-01T15:15:16-04:00June 1st, 2017|Financial Planning|

Charisse Rivers Inducted into Women’s Tri Fitness Hall of Fame

Zinnia Wealth's founder, Charisse Rivers, was inducted into the Women’s Tri Fitness Hall of Fame. The University of Florida graduate has been involved with Tri-Fitness since 2002. She has placed top ten at numerous events and has helped out as a judge, timer, etc. at all the events which she has not competed

By |2017-05-31T08:12:10-04:00May 31st, 2017|Financial Planning|
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