WHERE GROWTH COMES NATURALLY.

Retirement Planning Archives - ZINNIA WEALTH MANAGEMENT

Jan
Are You Turning One of These Ages in 2019?
08Jan-2019

If you’re turning one of these ages in 2019, take note of what makes them important. Some ages, such as 65, the age at which you qualify for Medicare, require you to apply before your birthday, so it’s important to pay close attention so you don’t miss an important deadline! Age 50 Once you turn

How Retirement Could be Different in 2030
24Dec-2018

As I wait for the ball in Time Square drop to kick off the start of the new year, I can’t help but think of the changes that will come in the next decade, especially with regards to my retirement. With advancing technology and changing times, it’s hard to predict how things will evolve each

Dec
Wrapping Up 2018
17Dec-2018

While it’s easy to get caught up in the holiday spirit, running out to grab last minute gifts, baking dozens of gingerbread men and trimming your tree, don’t forget about your retirement plan. The end of the year is an important time for retires, and there’s a few things you should wrap up before it

Thankful for Retirement
20Nov-2018

We spend a lot of time day dreaming about retirement, but once you finally get there, things might not be as you expected. The transition from full time work to retirement comes as a shock to some people which is why it’s increasingly important to have a lifestyle plan for retirement. Having these plans beforehand

Oct
Rules of Retirement to Consider
16Oct-2018

We’ve followed rules our whole lives. Whether it was listening to your teacher when they instructed you to raise your hand before speaking, your parents rule of looking both ways before you cross the street or being taught to stop at a red light when you finally learn how to drive, rules are everywhere. But,

Catching a Retirement Curveball
02Oct-2018

As I’m sure we have all learned by now, life is unpredictable. Life throws you curveballs, and sometimes those curveballs might affect your retirement plans. But, by staying ahead of the game and being prepared, you can help to secure your retirement plans no matter what life throws your way. Catching a retirement curveball starts

Sep
Things to Love About Retirement
25Sep-2018

There’s a lot of things to love about working. You can love your job, your coworkers, and even the daily routine that a standard 9-to-5 job offers. The feeling of work is safe for most people. After over 35 years, you most likely know what you’re doing and you’re probably very good at it. For

Start Your Retirement Off on the Right Foot
17Sep-2018

Retirement planning can be stressful because there are a lot of things to keep track of. One of the steps that often gets overlooked is announcing to your employer that you are going to retire. This may require writing a letter to explain your plans and goals for the future, while also choosing a date

Sep
Playing Retirement Catch Up
10Sep-2018

Retirement planning shouldn’t start when you turn 65. In fact, the earlier you start planning, the better. Unfortunately, most people hold off on thinking about it as long as possible. If you’re in your 50’s, now is a good time to catch up on the years you might have missed. When you reach the age

Making and Accomplishing Your Retirement Bucket List
04Sep-2018

One of my favorite movies, The Bucket List, shows costars Morgan Freeman and Jack Nicholson embarking on the journey of a lifetime to accomplish all the things they want to do in life with the time they have left. After receiving devastating diagnoses, they decide to go skydiving, travel on an African safari and develop