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What Retirees Should Know About Their Income Tax
Retirement is a new phase of life, and so is your tax situation. Knowing what counts as income and how it’s taxed can make a big difference in how long your money lasts. Below are some of the most common tax questions retirees ask. [...]
5 Fun Ways Retirees Can Beat the Summer Heat and Enjoy Every Minute of It
Summer: the season of sunshine, sandals, and sweet iced tea. But let’s be honest, when the temperatures soar, even the best summer days can leave you sweating more than you’d like. If you're retired or nearing retirement, this is the perfect time to enjoy [...]
“What Can I Do with $100K in Retirement?”
Understanding the Shift from Accumulation to Income As a financial advisor, one of the most common questions I hear, especially from clients entering retirement, is: “What should I actually do with these savings I’ve amassed for retirement?” It’s a great question. And it usually [...]
Why August is Your Time to Focus on Wellness in Retirement
When you picture retirement, what comes to mind? Maybe it’s freedom from the 9-to-5 grind, more time with family, or finally booking that dream vacation. Whatever your vision looks like, one thing is certain: retirement should feel good. And that doesn’t just mean financial [...]
The Fed Holds Rates, Here’s What That Means for Your Retirement
For the fourth time in a row, the Federal Reserve has decided to hold interest rates steady, keeping the federal funds rate at 4.25%–4.50%. On the surface, that might sound uneventful—but beneath the calm, there’s plenty going on. And if you're retired or nearing [...]
Can You “Teach an Old Dog New Tricks?” In Retirement, That’s the Whole Point
You’ve heard the saying: “You can’t teach an old dog new tricks.” It’s often said with a shrug, as if change becomes impossible after a certain age. But if you ask us, retirement is the perfect time to prove that phrase wrong with style, [...]
How Estate Planning May Help Reduce Future Tax Burdens for Loved Ones
There’s a well-known saying: “Nothing is certain except death and taxes.” But what’s often left out is how closely those two concepts can intersect—especially when it comes to your legacy. Many people spend a lifetime building wealth to leave something meaningful behind. But without [...]
Cozy & Conscious: Curating a Retirement Watchlist That Inspires Better Living
Retirement offers the freedom to explore new interests and revisit old passions. While it's tempting to fill leisure time with passive entertainment, choosing content that both delights and enriches can lead to a more fulfilling retirement experience. Enter the concept of a cozy and [...]
How the OBBB Could Affect Your Healthcare Situation
When it comes to retirement planning, long-term care is one of the most overlooked and expensive needs. And for many retirees, Medicaid has historically been a financial safety net that helps cover those costs. The One Big Beautiful Bill (OBBB) is bringing changes that [...]
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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