Schwab asked people if they could see a financial advisor, in what areas would they want help. These are the top 4.

Retirement Coffee Talk

The four areas people say they want financial help

Charisse Rivers is the founder and president of Zinnia Wealth Management in Ocala, Florida. Her passion is to help families grow and protect their wealth and guide them to and through retirement. “Retirement Coffee Talk” is a fun and informative look at the financial issues of the day and how they affect those saving for retirement.

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Retirement Coffee Talk