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How to Turn Your Roth IRA into Regular Income
In retirement, prioritizing stability is crucial—not just the growth of your account value. While it’s tempting to focus on maximizing returns, the reality is that you need a reliable income stream to support your lifestyle and replace your paycheck. Relying on market fluctuations for [...]
5 Timeless Movies from the 70s and 80s to Rewatch in Retirement
Retirement is the perfect time to indulge in the simple pleasures of life, and what better way to relax than by revisiting some classic films? The 70s and 80s produced a wealth of cinematic gems that not only defined their eras but continue to [...]
The Fed Speaks, Earnings Release, and the Market Drops… But Your Retirement Finances Shouldn’t Care
In recent months, the financial landscape has been marked by unpredictability. The Federal Reserve's recent announcement to maintain interest rates at their current levels has left many investors on edge. While the Fed has signaled a cautious approach, it has not ruled out the [...]
8 Woodworking Projects for Retirees
Woodworking offers retirees a fulfilling hobby that blends creativity with practicality. It's a great way to spend your free time creating beautiful and useful items for your home or as gifts. Here are some woodworking projects that can help retirees improve their skills and [...]
10 Actions That Help You Pursue Financial Wellness
Establishing financial wellness is a personal, ever-changing state of being that enables one to exercise choice while feeling in control of finances. The individual determines financial wellness, which often includes working toward financial goals by completing specific actions. Some actions are time-sensitive, but others [...]
How Pets Could Impact Your Taxes
Many view pets as part of their family and essential to their happiness and mental health. Pets can be an added expense as they may need special diets, require veterinary services, and in some cases, pet daycare. Pets are not considered dependents when it [...]
Retirement Readiness for Generation X: Overcoming the “Sandwich Generation” Squeeze
As a financial advisor, I've had the privilege of working with many clients from Generation X—the often-overlooked cohort born between 1965 and 1980. And I can say with certainty that this generation is facing some unique challenges when it comes to preparing for retirement. [...]
Book Review of Debt: The First 5,000 Years by David Graeber
Image source: https://www.amazon.com/Debt-Updated-Expanded-First-Years/dp/1612194192 Debt: The First 5,000 Years by David Graeber is a captivating journey through the global history of debt, credit, and money, offering a profound look at the concepts of debt and their impact on human relations, markets, and societies [...]
Covering New Tax Proposals From the “Project 2025” Agenda
Project 2025, a policy blueprint developed by the Heritage Foundation, has stirred significant attention due to its controversial tax proposals. This 900-page mandate from the conservative think tank outlines profound changes that could fundamentally alter the federal government, including the tax system. Here's what [...]
Published Articles
Zinnia Wealth Management and Charisse Rivers has been published and recognized by numerous industry publications.
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