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Charisse is an Investment News, 40 Under 40 Winner!
The wait is over. Investment News has just released their 2018, 40 Under 40 Winners and we’re proud to announce that Charisse is one of them! Every year, they showcase the nation’s finest young financial advisors and associated professionals in the financial planning industry. Learn more [...]
Don’t Forget About Healthcare When Planning for Retirement
With financial concerns consuming people’s minds day in and day out, it sometimes causes them to miss (or consider skipping) doctor’s appointments, even when they needed some sort of care. According to a survey from Merrill Lynch and Age Wave, people age 65 and older [...]
3 Quick Tips to Help Get Your Savings On Track
If there’s one thing that we can all agree on, it’s that we lead busy lives. Whether you’re in your final years of working or early stages of retirement, it’s important that you carve out enough time in order to do the things you [...]
Keep An Eye On Your Expenses and Retirement Budget
According to the Nationwide Retirement Institute, for those working at age 50 and older, 44% of them believe that their living expenses will stay the same once they leave the workforce. And, interestingly enough, approximately 34% expect their living expenses to decrease, while 22% [...]
The Biggest Retirement Mistake Of My Life
Check out Charisse’s latest article, The Biggest Retirement Mistake Of My Life, published in Forbes. It’s a great client story that you may find some similarities within based on your own personal financial situation. Also, Charisse shares her 5 helpful questions to ask when [...]
Memorial Day – A Time to Remember and Honor
Well, we made it through another winter and now the unofficial start to summer has begun. That’s right, with this weekend’s celebration of Memorial Day, the time to fire up the grill and gather with friends and family is officially here. Unfortunately, that’s the [...]
Let’s Talk Long-Term Care Planning
No matter how healthy you are right now, or “plan” to be later on in life, it’s essential for you to protect your retirement savings from potential Long-Term Care (LTC) and other health-related expenses. Without a solid plan in place that addresses the potential [...]
Retirement Coffee Talk (Episode 2): Getting You To and Through Retirement
Watch as Charisse discusses 5 important parts of your retirement plan that incorporates a holistic approach to help get you to and through retirement.
Retirement Coffee Talk (Episode 1): What Does Having a Secure Retirement Mean?
Watch as Charisse discusses 3 key steps you can take to help prepare for a secure and successful retirement.
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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