OUR LIBRARY

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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

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2024 Tax Planning Guide

2024 Tax Planning Guide

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Important Birthdays

Important Birthdays Over 50

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The Ultimate 401k Guide

Ultimate 401(k) Guide

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59.5

Why 59 1/2 Is An Important Age

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The SECURE Acts Guide

The SECURE Acts
The Basics of The SECURE Act 2.0 and 2019
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5 Keys to Retirement Planning

5 Keys to
Retirement Planning in 2023
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Age 5 to 55

Age 5 to 55
What Your Kids Need To Know
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Pensions, Buyouts, & Retirement Income

Pensions, Buyouts, & Retirement Income

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The Women's Guide To Retirement Planning

The Women’s Guide To Retirement Planning

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Cyber Security

Cyber Security
Tips For Staying Secure Online
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Social Security 2024 Guide

Social Security 2024 Guide

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Your Guide To Roth IRA's

Your Guide To Roth IRA’s

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Important Birthdays

Are You Prepared For RMD’s
Required Minimum Distributions
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Charisse Rivers and Tim Tebow