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Reasons to Prepare Your Family Financial Strategy This New Year
The holidays are a time when everyone is surrounded by family members and having a great time, but it may also remind you that your life is intertwined with that of your family’s, including when it comes to finances. If you are unsure about [...]
5 Retirement Mistakes to Avoid Around the Holidays
The holiday season is a time of joy, celebration, and giving. However, amidst the excitement, it's essential to make sound financial decisions to prevent regret in the New Year. Here are some common financial mistakes that people often make during the holiday season and [...]
5 Last Minute Holiday Gifts
As we navigate the gift-giving seas in the hunt for the perfect present, it's often the unusual and unique gifts that leave the most lasting impressions. From practical to pleasurable, here are five unique gift ideas that are sure to delight and surprise. First [...]
Don’t Leave Your Retirement Stability Up to Chance
One crucial aspect that you should financially monitor is the common financial stumbling block encountered when shifting to a retirement lifestyle. Here are some valuable insights from our professionals for those on the verge of retirement: Stick to a Well-Constructed Plan Having a well-defined [...]
The Generic 60/40 Portfolio May Need an Examination
As the holidays approach, you may be rounding up your finances for the end of the year. If so, one thing you may want to keep an eye on is the design of your financial portfolio. Your portfolio may not be set up with [...]
3 Ways to Reward Yourself for Working on Your Financial Strategy
Financial planning is a crucial aspect of leading a balanced and comfortable life. It can also help you reach your retirement savings goals and get a better idea of what your retirement expenses might look like. Financial planning involves setting financial goals, budgeting, and [...]
Help Boost Your Income with These 3 Strategies
Do you feel like you have enough saved for retirement? Do you have anything saved for retirement? If your answer to either of these questions is no, then our advisors may have some strategies to help you turn your retirement income strategy around. Here [...]
Stay Active Indoors With These Exercises!
Staying active in your retirement years can help you to maintain good health and longevity. Making physical activity a habit can be fun and can have various physical, mental, and emotional benefits if executed in a way that makes sense for you. Here's a [...]
What to Expect When Working with a Financial Advisor
Working with a financial advisor is a big deal. In the same way a good doctor may know key aspects of your personal health, a good financial advisor will know the crucial aspects of your financial situation–all to help you improve your financial health [...]
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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