Our Useful Retirement and Financial Insight Guides.

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

DOWNLOAD OUR USEFUL GUIDES

End of Year Checklist

End of Year Checklist
2022 Edition

Your Guide to Roth IRAs

Your Guide to Roth IRAs
Conversions and Advanced Tax Planning

2023 Tax Planning Guide

Tax Guide
Navigating The New Rules

Millionaire Next Door Guide

Millionaire Next Door
 

5 Keys to Successful Retirement Planning

5 Keys to Retirement Planning
in 2023

Maximizing Social Security In Today's World

Maximizing Social Security
In Today’s World

Market Volatility in the New Age

Market Volatility
In The New Age

Legacy and Estate Guide

Legacy & Estate Planning
Understanding the Basics

The Four Major Retirement Challenges

The Four Major
Retirement Challenges

Medicare Advantage Guide

Medicare & Filling the Gaps
Your Guide to Medicare

What Your Kids Need to Know About Finances

Age 5 to 55:
What Your Kids Need to Know About Finances

The SECURE Act

The SECURE Act
How It May Affect Your Retirement

The Important Age Why is 59.5 So Important

The Important Age
Why is 59.5 So Important

The Ultimate 401(k) Guide

The Ultimate 401(k) Guide
How To Take Control Of Your 401(k)

Pension Guide

Pensions, Buyouts
& Retirement Income

Women’s Retirement Guide

Women’s Retirement Guide
Know Your Unique Retirement Planning Needs

Long-Term Care

Long-Term Care
A Short Introduction

Cyber Security Guide

Cyber Security Guide
Tips For Staying Secure Online

At Zinnia Wealth, we’re committed to helping you pursue your long-term financial goals.