OUR BLOG
not by default not byby
Will You Retire in 2020?
Once all the presents are all unwrapped and the tree is taken down, it’s important to think about the upcoming year and your future. Will 2020 be your retirement year? For some, retirement comes at a milestone. Maybe it’s 35 years on the job [...]
3 Tips for Financial Health for the New Year
A recent Northwestern Mutual survey found that 41% of Americans are stressed about retirement planning, and 46% worry about outliving their savings.[1] And with 62% of Americans stressed about money in general[2], it’s surprising that only 28% of Americans will actually make New Year’s [...]
3 Tips for Traveling During the Holidays
“I’m traveling for the holidays.” Just those words can make blood pressures rise. Gridlock traffic, delayed flights, and crowded train stations come to mind. Add in high travel costs and making a trip during the holidays seems like a downright bad idea. But there’s [...]
Reminder: 4 Important Things To Do by December 31st
You might have a Christmas to-do list to help you stay on track this holiday season. And while it may be an overwhelming list already, there are a few important financial deadlines you should add to it. It’s the season of giving, so don’t [...]
Alternative Gift ideas
You could say that the law of diminishing returns applies to Christmas gifts as we age: As time goes on, we can use less and less material gifts. At a certain point we accumulate so many possessions that when we say “I don’t need [...]
Reminder: Don’t Forget to Take RMDs by December 31st
Tax-advantaged retirement accounts like traditional 401(k)s and IRAs offer many advantages, but some of these don’t last forever. The government eventually reaps the reward of years of tax-free compounded interest by forcing you to withdraw funds from your own retirement accounts and inherited accounts. [...]
Strategies to Help Reduce Your 2019 Tax Bill
Your holiday season might be full of social plans, shopping, and traveling, but it’s important to take time to make important financial decisions before the end of year. Even though April 15th seems far away, the decisions you make now can potentially affect your [...]
3 Tips for Caregivers: Don’t Forget to Take Care of Yourself
If you’re in your 50’s, 60’s, or 70’s, you probably watched your parents age and maybe took on caregiving responsibilities. In fact, about 34 million U.S. adults provide unpaid care to an adult over the age of 50, usually a parent.[1] Whether you’re working [...]
3 Ways to Give Thanks in Retirement
Thanksgiving is a good time to think about how you express gratitude. Some people donate their time or money to a charitable organization, or just enjoy the simple pleasures of retirement. The great thing about giving is that you often get something back. Volunteering [...]
Published Articles
Zinnia Wealth Management and Charisse Rivers has been published and recognized by numerous industry publications.
Click below to read her articles.
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.
STAY UP TO DATE WITH CHARISSE
Receive our timely strategies, tools, checklists, and more to your inbox each week.
