Adam Zimmerman - Financial Advisor

Stressed about the cost of gift-giving? You’re not alone. Here are some tips on how to be a savvier gift-giver.

Strategies for smarter gift-giving

Want guaranteed income in retirement? You don’t need to wish for the now rare pension, you can do it yourself and get guaranteed retirement income with an annuity. Here’s how.

You can DIY guaranteed income with these 3 tips Get guaranteed retirement income with an annuity. Here’s how.

Some economists point to annuities as “the most efficient way to create income in retirement,” but what is an annuity exactly?

How can you have guaranteed income in retirement? What is an annuity exactly?

How much could you receive from Social Security? Here’s what to expect.

Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process.

The wedding registry used to stock a couple’s home with new possessions. Now, however, as more people live together before marriage, the registry can provide new experiences–and savings.

Smart wedding registry ideas for couples The registry can provide new experiences–and savings. Here is how.

Why are they made again and again? This piece helps make sense of these errors in judgement.

Navigating Retirement Pitfalls Why are they made again and again? Making sense of these errors in judgement.

What Happens To Your Employer-Sponsored Retirement Accounts When You Change Jobs? Find out in our latest video.

Retirement Accounts When You Change Your Job This video discusses issues related to your retirement accounts when you move on from your job.

We know why to save: For emergencies, for retirement, to afford big-ticket dreams like home ownership or opening a business. But how to save is another matter.

The mattress dilemma: Where to stash your savings? We know why to save: For emergencies, for retirement, to afford big-ticket dreams like home ownership or opening a business.

Investment strategies continually evolve. New technology, plus lesser-known financial tools, can help you reach your long-term money goals.

Overlooked ways to add diversity to your portfolio A diverse portfolio can be more than stocks and bonds.

The end of the year is a great time to ensure your financial strategy is in order, so you can enter the new year with confidence.

5 financial items to complete before year end Year-end is a great time to ensure your financial strategy is in order, so you can enter the new year with confidence.

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

Starting a Roth IRA for a Teen This early financial decision could prove helpful over time.

Over age 50? You may be able to catch-up on retirement.

Catch-Up Contributions Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

A retiree’s should reflect the lifestyle choices he or she makes in . Does yours?

Does Your Portfolio Fit Your Retirement Lifestyle? Lifestyle considerations in creating your retirement portfolio.

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Retirement Questions That Have Nothing to Do With Money Things to consider before retirement.

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.

The Average American Budget Learn about the average American budget in this fun and interactive piece.

The savings rate is the government’s estimate of how much U.S. households are saving.

U.S. Personal Savings Rate What can be learned from the savings rate?

The beans brewed for your morning coffee may have changed hands many times

The Economic Journey of Your Morning Coffee Few contemplate the complex journey that brought their coffee from farm to kitchen table.

How will inflation impact your retirement? Learn how to factor price increases into your long-term financial strategy.

How to consider inflation into your retirement strategy