They call it “The Retirement Red Zone.” It’s what you should be aware of 5 years before retirement and the first 5 years in retirement. Charisse walks through what it is to “do the math” on your retirement.

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Recently, respected financial radio host Dave Ramsey suggested you can have an 8% pull on your money in retirement. Charisse finds a lot that could go wrong here. 

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Most of the places where you are saving for retirement like 401(k)s, Mutual Funds, stocks, bonds, etc have fees. The financial industry makes them hard to find. Is there a way to cut down on these fees and put more of that money in your pocket?

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Imagine a 90% tax bracket. It may sound crazy, but it happened not that long ago. What is your strategy for your tax infested 401(k) if taxes go up again?

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When stocks and bonds are both down, the classic Wall Street 60/40 portfolio doesn’t work. Learn about the Zinnia Wealth alternative: The 40-30-20-10 portfolio.

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There are many aspects that go into retirement planning, but not all of them pertain to your investments. Where will you live? How will your healthcare be covered? Will you continue to work part-time? How do you generate the income you need for the retirement you want? Charisse goes in depth on all of these.

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Many of us have used the Wall Street default mix of 60% stocks and 40% bonds. That idea has work well for many years…until now.

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For many of us, our 401(k) will be our biggest asset in retirement. How do you protect it, grow it, and pull income from it?

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Whether you receive a house, some land, or an amount of cash, inheriting money takes some planning. And if you are passing money down to your children and grandchildren, that make take even more planning. Where do you start?

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The Medicare election window opens in October and closes in December. What do you need to know about Medicare if you are just starting, and what do you need to know about the supplements if you are already using Medicare?

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