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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 [...]
Exploring Historical Landmarks in Your Retirement
Retirement opens a world of possibilities, including the chance to explore the globe and connect with history in a way that’s both educational and enriching. For many retirees, visiting historical landmarks isn’t just a hobby—it’s a passion. From ancient ruins to national monuments, these [...]
Why Tariffs (and Even the Threat of Them) Swing the Market
You’ve probably heard the word “tariff” tossed around in financial headlines lately—but what does it really mean for your investments? At first glance, tariffs might seem like just another policy tool or political talking point. But in reality, they can have significant and immediate [...]
The Connection Between Health and Happiness in Retirement
Retirement isn’t just about financial freedom—it’s about living well. We all dream of the day we leave the grind behind, but what does “living well” really mean in this new chapter? For many retirees, it boils down to one thing: health. The way we [...]
Weathering the Storm: How Market Volatility Impacts Retirement & What You Can Do About It
Picture this: Jim and Linda, both 67, just retired after decades of hard work. They planned carefully, saved consistently, and looked forward to enjoying their golden years. But then came a market downturn. Suddenly, their portfolio dropped 20% in a matter of weeks. The [...]
5 Great Activities for Retirees This Spring
Spring is here, and with it comes fresh opportunities to embrace life, stay active, and make the most of your retirement years. After a long winter, there’s no better time to shake off the cold, soak in the sunshine, and enjoy the season of [...]
What Retirees Should Know About Tariffs
As a new administration weighs its stance on tariffs, it’s worth considering how these policies may affect retirees and their financial plans. Tariffs, often described as taxes on imported goods, are actually taxes imposed on U.S. companies importing foreign products. These taxes can ripple [...]
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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