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.
Rightsizing for Retirement
What does your home really cost?
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Do you know these three personal finance sayings?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Even low inflation rates can pose a threat to investment returns.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?