OUR LIBRARY

not by default not byby

Browse Our Useful Retirement and Financial Insights

At Zinnia Wealth Management, we focus on a customized investment and retirement strategy to help get you retired and stay retired. Through hard work, discipline, and a commitment to always putting our clients’ interests first, we focus on creating and executing a sound financial plan that is based on our clients’ unique needs and goals. Below, we are offering free downloads of some of our top financial insights to help you assess your current investment and retirement strategies. We hope you find these retirement and financial insight guides helpful, and if you would like to take it a step further for a complimentary review of your current strategies, please request via the form.

The Little Red Book of Retirement - The Basics of Retirement Planning

The Basics of Retirement Investing

The Little Red Book of Retirement - The Basics of Retirement Planning

The primary purpose of this book is to help you identify many of the issues facing retirees and pre-retirees. In my experience, sometimes retirees’ lives can be turned upside down because they did NOT address one or two of the topics listed within this book. Use this book instead to help you plan for and live out your best retirement possible.

OUR GUIDES

Rollover/click an image to download

2025 Tax Planning Guide

2025 Tax Planning Guide DOWNLOAD THE GUIDE!

Important Birthdays

Important Birthdays Over 50 DOWNLOAD THE GUIDE!

The Ultimate 401k Guide

Ultimate 401(k) Guide DOWNLOAD THE GUIDE!

59.5

Why 59 1/2 Is An Important Age DOWNLOAD THE GUIDE!

The SECURE Acts Guide

The SECURE Acts The Basics of The SECURE Act 2.0 and 2019 DOWNLOAD THE GUIDE!

5 Keys to Retirement Planning

5 Keys to Retirement Planning in 2024 DOWNLOAD THE GUIDE!

Age 5 to 55

Age 5 to 55 What Your Kids Need To Know DOWNLOAD THE GUIDE!

Pensions, Buyouts, & Retirement Income

Pensions, Buyouts, & Retirement Income DOWNLOAD THE GUIDE!

The Women's Guide To Retirement Planning

The Women's Guide To Retirement Planning DOWNLOAD THE GUIDE!

Cyber Security

Cyber Security Tips For Staying Secure Online DOWNLOAD THE GUIDE!

Social Security 2025 Guide DOWNLOAD THE GUIDE!

Your Guide To Roth IRA's

Your Guide To Roth IRA's DOWNLOAD THE GUIDE!

Important Birthdays

Are You Prepared For RMD's Required Minimum Distributions DOWNLOAD THE GUIDE!

Replacing Your Paycheck in retirement Guide

Replacing Your Paycheck in Retirement DOWNLOAD THE GUIDE!

Long-Term Care Guide

Long-Term Care A Short Introduction DOWNLOAD THE GUIDE!

Charisse Rivers and Tim Tebow

STAY UP TO DATE WITH CHARISSE

Receive our timely strategies, tools, checklists, and more to your inbox each week.