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Don’t Forget About Estate and Legacy Planning in Retirement
According to recent studies, the “great wealth transfer” will have baby boomers transferring an estimated $30 trillion to their heirs by 2050. Estate planning is defined as the preparation of tasks that serve to manage an individual’s asset base in the event of their [...]
Celebrate Our Nation’s Independence and Secure Your Financial Freedom
The 4th of July, a celebration of our great nation’s independence, is here once again! What that also means is that you’ll be bombarded with all the big sales on everything from outdoor grills and cars, to mattresses and televisions. Unfortunately, for many the 4th seems to have evolved into nothing more [...]
Check Out Charisse at the NYSE!
Here is a picture of Roger Ibbotson and Charisse Rivers talking before the Closing of the Bell, at the New York Stock Exchange, on Tuesday, June 26th 2018. [vc_single_image image="17259" img_size="large" add_caption="yes" alignment="center" style="vc_box_shadow_border" onclick="link_image"]
How Strong is Your Retirement Plan?
In today’s world, retirement can last 30 years or more, which makes it extremely important that you don’t run out of money before you pass. After first creating your retirement plan, you must constantly review your strategies to make certain that you stay on [...]
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 [...]
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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