3 Retirement Challenges You Can Plan For
No matter where you are in your retirement journey, a financial advisor may be able to prov [...]
January 2021
Ready to Retire in 2021? Ask Yourself These 3 Questions
Will 2021 be your retirement year? And how do you know when it’s time to retire? For some, [...]
December 2020
3 Easy Ways To Get On-Track for 2021 & Beyond
Only 28% of Americans will make New Year’s resolutions that are financial in nature, accord [...]
November 2020
Note These 3 Retirement Risks
Imagine you’ve saved your target amount for retirement and are on track to receive your opt [...]
Charisse Featured on the Bob Rose Show on 11/17!
Charisse Rivers from Zinnia Wealth Management joined The Bob Rose Show on November 17th to [...]
Your Retirement Recipe
It’s almost Thanksgiving, and if you're hosting this year, you know that preparation and or [...]
What’s In Store for Retirement Accounts in 2021?
In 2020, we saw the new SECURE Act legislation come about in response to the changing needs [...]
Warming Up for Retirement
Almost everything we do has some type of a preparation process or warm-up routine. From pl [...]
October 2020
Your Retirement Should Be What You Want It to Be
For decades you've done what's expected of you - work hard for a living, take care of your [...]
The 3 Biggest Concerns You Could Face In Retirement
When you think of retirement, you might think of the vacations you’ll go on and all the fre [...]