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How to Handle Life’s Busy Seasons
Generally, accountants have a good work-life balance, but they’re notoriously busy during tax season. From January to April, their workload increases significantly, and they must come up with new techniques to manage their time. Sometimes when we’re used to a routine, extra work or [...]
Are You Turning One of These Ages in 2019?
If you’re turning one of these ages in 2019, take note of what makes them important. Some ages, such as 65, the age at which you qualify for Medicare, require you to apply before your birthday, so it’s important to pay close attention so [...]
A Realistic New Year’s Resolution
Some New Year’s resolutions are more realistic than others. A realistic goal for everyone is to make a financial calendar for the upcoming year. This should include universal deadlines such as April 15th, and dates particular to you, such as insurance renewal dates, salary [...]
How Retirement Could be Different in 2030
As I wait for the ball in Time Square drop to kick off the start of the new year, I can’t help but think of the changes that will come in the next decade, especially with regards to my retirement. With advancing technology and [...]
Wrapping Up 2018
While it’s easy to get caught up in the holiday spirit, running out to grab last minute gifts, baking dozens of gingerbread men and trimming your tree, don’t forget about your retirement plan. The end of the year is an important time for retires, [...]
Evaluate Your Accounts Before Year-End
Before the year ends, it’s important to take a look back and reflect on 2018. You can look at how your investments changed, review your portfolio and note any changes that happened in the past year that affected you financially. This can be as [...]
Strategies to Help Survive Volatile Markets
A volatile market can make anyone nervous, but it can be especially nerve-wracking for retirees and soon-to-be retirees who are concerned about protecting their nest egg for the long-term. And, one thing will always hold true: No one can predict the market’s ups and [...]
Tax Efficient Strategies for Charitable Giving
As the seasons start to change and the holidays approach, we are reminded of how fortunate we are and how much we have to be grateful for. We are also reminded that the season of giving is upon us. But, if you’re retired, you [...]
Thankful for Retirement
We spend a lot of time day dreaming about retirement, but once you finally get there, things might not be as you expected. The transition from full time work to retirement comes as a shock to some people which is why it’s increasingly important [...]
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.
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