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Does Retirement Have to Happen All at Once?
Imagine transitioning into retirement not as a sudden leap but as a gradual, comfortable glide. This approach, known as phased retirement, is gaining popularity. It allows people like you to reduce working hours over time, allowing a smoother shift from full-time employment to full-time [...]
Chill Out: Fun and Refreshing Ways for Retirees to Cool Down This June
Summer is in full swing, and while June brings sunny skies and longer days, it can also come with soaring temperatures. But don’t sweat it—literally. Retirement means you finally have the flexibility to beat the heat in style, whether that means relaxing with an [...]
Protecting Your Legacy: How to Navigate Wealth Transfer Taxes Amid Uncertainty
Careful planning is essential to help ensure your wealth passes efficiently to your loved ones. With significant changes potentially on the horizon, estate and tax planning remains crucial. The federal estate tax exemption stands at $13.99 million per individual and $27.98 million for married [...]
The Retired Rebel’s Reading List: Fiction Books That Will Make You Question Reality
Retirement is the perfect time to tackle your “someday” reading list. But let’s skip the usual beach reads and head straight into the literary twilight zone. If you’ve ever looked at a bookshelf and thought, What if I want my brain to bend a [...]
How to Tell if You’re Taking on Too Much Risk (Or Too Little!)
Imagine this: You check your retirement account and see a drop in value. Your stomach tightens. Thoughts race through your mind: Should I sell now before it gets worse? Is my retirement in danger? If you’ve ever felt this way, you may be carrying [...]
Obscure Interior Design Styles You Can Become an Expert In
Retirement is a time to reflect, travel, and, of course, completely reimagine your living room for the seventh time—because why not? You’ve earned it. But instead of sticking with “coastal farmhouse” or “modern minimalist,” why not lean into interior design’s stranger side? Let’s talk [...]
Retirement Account Management and the Tax Question
Navigating the intricacies of retirement accounts can often feel like charting unfamiliar territory. Whether you're adjusting your investment portfolio or considering contributions and withdrawals, understanding the tax implications is crucial to maximizing your retirement savings. Let's delve into how transactions within Individual Retirement Accounts [...]
Becoming a Grandparent Who Clicks: Staying Relevant in Your Grandkids’ Digital World
The days of grandparenting being all about knitting and baking are long gone—though those are still wonderful traditions! Today’s younger generations live in a fast-paced digital space filled with memes, social media, and evolving technology. If you want to stay involved and maintain a [...]
Post-Tax Season Tips for Pre-Retirees
Tax season is behind us, but for pre-retirees—those within 10-15 years of retirement—this is the perfect time to reassess financial strategies. The decisions you make now can significantly impact your retirement lifestyle, taxes, and financial security. Here are five key post-tax season moves to [...]
Published Articles
Zinnia Wealth Management and Charisse Rivers has been published and recognized by numerous industry publications.
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Certain guides and content for publication were either co-authored or fully provided by third party marketing firms. Zinnia Wealth Management utilizes third party marketing and public relation firms to assist in securing media appearances, for securing interviews, to provide suggested content for radio, for article placements, and other supporting services.
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