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3111 Camino Del Rio North
Suite 400
San Diego, CA 92108

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Brian J. Zimmerman

(619) 528-2205

 
Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times

WELCOME TO OUR COMPANY

Welcome. We at Zimmerman Private Wealth Management believe that good financial decisions don't have to be confusing. We can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.

This site will not only introduce you to our philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other 

tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, as is our calendar of events, which lists upcoming financial workshops that you may want to attend. 

If you have any questions on how much money it is going to take for you to be able to retire comfortably AND TO REMAIN COMFORTABLY RETIRED or want to schedule a complimentary meeting to discuss your specific retirement income questions, please feel free to contact a member of the team at Zimmerman Private Wealth Management. 




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Helpful Content

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

 

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

What Just Happened?

Why have the markets been so volatile recently?

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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