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 work towards 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.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
What can be learned from the savings rate?
Apps that help small business owners better manage and grow their business.
What does the Tax Reform and Jobs Act mean for you?
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Why are 401(k) plans, annuities, and IRAs so popular?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Even low inflation rates can pose a threat to investment returns.
You’ve made investments your whole life. Work with us to help make the most of them.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Estate conservation is too important to put off. Do you have a smart exit strategy?