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Will You Have Tax-Advantaged Buckets in Retirement?
You’ll likely have several sources of income in retirement that can be taxed, such as IRA distributions and Social Security benefits. But, do you have any after-tax “buckets” that you can use strategically in retirement to help reduce your tax bill? There may be [...]
Looking for a Good Summer Read?
There is almost nothing better than a beautiful day out in the sunshine, a glass of something cool in your hand, and a great book in your lap. So, when you’re packing your travel bag full of necessities or just looking for a summer [...]
Why Today’s Retirees Might Fear Running Out of Money
You might have been aiming to save a certain amount for retirement - and maybe you’ve already achieved that goal. But, considering inflation, an unpredictable market, and a lack of guaranteed income once your paycheck stops, you might be reconsidering whether you’ve actually saved [...]
Is the Open Road in Your Future?
"Retirement is not the end of the road. It is the beginning of the open highway." - Unknown Some retirees may have seen their travel plans stalled out in the past couple of years due to COVID and COVID-related restrictions, but many are beginning [...]
You Can’t Stop Inflation, But You Can Prepare
Did you ever hear your parents or grandparents talk about how much less everything used to cost? They weren’t exaggerating - in 1960, a gallon of conventional whole milk was 31 cents, and today it’s $3.77 on average.[1] A few dollars might not seem [...]
Your Business Succession Plan Checklist
For many years, you’ve been the captain of your ship. Running your own business hasn’t been easy, and success was never guaranteed. Now that you’re getting closer to retirement, you’ll have to make some big decisions. In order for your business to outlive you, [...]
Four Common Retirement Mistakes You Could Be Making
Practice makes perfect, but unfortunately, retirement isn’t something you can practice. It typically happens one time, and there may not be many opportunities to learn from your mistakes. The best way to avoid making mistakes in the first place is to educate yourself and [...]
Gift Ideas for Graduation Season
It’s graduation season, which means you might be attending a few graduation parties soon. Gifts aren’t always expected, but it can be nice to give a graduate something they can use. Gifts don’t always have to be expensive or cost money at all – [...]
Three Unexpected Taxes in Retirement
When we think of major retirement expenses, we often consider housing, healthcare, and that trip of a lifetime we’ve been dreaming about for years. But, we often fail to consider what could potentially be our biggest expense – taxes. Many of your sources of [...]
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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