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.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Building Your Legacy
A four-step framework for building a personal legacy.
Building wealth requires protection from the forces of wealth destruction.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
There’s a link between debt and stress.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Investors who put off important investment decisions may face potential consequence to their future financial security.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
In the world of finance, the effects of the "confidence gap" can be especially apparent.
How do the markets usually react to elections? Was the 2016 election any different?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How will you weather the ups and downs of the business cycle?
It's easy to let investments accumulate like old receipts in a junk drawer.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.