Retirement Coffee Talk

Did your money snap back from last year’s stock market low? Will it snap back the next time?

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There are two times when people want to move money: When the market is way up and when the market is way down. Charisse discusses both scenarios.

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Studies show we are living longer and longer. How do you make the money last? Do the math!

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The market is up and so are the people who have a million dollars in their 401(k). But do you really want your millionaire status to go up and down with the market?

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The tax code is over 75 thousand pages. Can you believe there is something in there about Kit Kat Bars?

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We have all made a lot of changes in our lives due to the pandemic. Has it (or should it) change the way you plan for retirement?

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It’s time to see a financial advisor. What do you ask? What do you bring? What should you accomplish? Charisse talks about that first meeting at Zinnia Wealth.

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Many people come to an advisor wanting to know if their money will last. If your advisor says "yes", ask them what is it based on?

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Joe Biden wants to make a change to the 401(k), and it may not be for the better.

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We are in a second wave of layoffs due to the pandemic. Before you dip into that 401(k), know your options.

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Warren Buffett said "Don't mix your politics with your investing". Is this the year to break that rule?

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The movie line was "Greed is good". When you get closer to retirement, it may be time to be "greedy" and grab some profit for your future.

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What happens to the market and the tax landscape after the election? Is there something you should be doing now to protect your money?

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The open enrollment window for Medicare starts Oct 15th. What do you need to know if this is your first experience with this or if you are considering a different advantage plan?

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We have discovered that there are a lot of life and financial planning lessons in the game of Monopoly.

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One survey found only 4 in 10 people know how much income they will need each month in retirement. You don’t have a plan without this number!

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Suze Orman says the "60-40" portfolio is dead. Charisse looks at that and other outdated financial strategies.

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A new survey looked at people who retired from 1992 to 2014 and found almost 50% of respondents had to dial back their lifestyle and spending because they didn’t have enough income. What happened?

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Have you ever wondered if your financial plan is missing something or out of date? If so, it’s time to test your retirement.

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The market giveth and it taketh away. But what if that happens at exactly the WRONG time?

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