Adam Zimmerman - Financial Advisor

05/15/2026

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Explore the growing influence women wield over the economy with this handy infographic.

05/15/2026

Estate Planning Isn’t About How Much You Leave… It’s About Who Gets It

I came across this great article from Forbes that breaks down a simple but powerful idea:

👉 Your estate can go to your heirs, your favorite causes… or the IRS.

Without a solid plan, taxes, legal fees, and probate can take a significant bite out of what you intended to pass on.

A few key takeaways:
✔️ Avoid probate when possible to save time, money, and maintain privacy
✔️ Be proactive about estate taxes—rules and thresholds can change
✔️ Use tools like trusts to help ensure your wealth goes where you want it

The reality is, building wealth is only half the battle—protecting it is just as important.

If you haven’t reviewed your estate plan recently—or don’t have one yet—this is your reminder to start.

Feel free to reach out if you’d like to discuss how to make sure your plan reflects your wishes.

Take a few minutes to read the article here

A core truth of Estate Planning 101 is that building wealth is only half the battle; the other half is protecting it so it actually reaches the people you love.

05/14/2026

Want a clearer picture of your finances—without paying for another app?

I’m excited to share access to the Living Balance Sheet®, a powerful tool that brings all your financial information together in one easy-to-understand place.

✅ See your entire financial life in real time
✅ Track your net worth, cash flow, assets, and liabilities
✅ Identify opportunities to improve efficiency and reduce risk
✅ Make more confident, informed financial decisions

The best part? It’s completely free for you to use.

Take a few minutes to check it out and start seeing your money from a whole new perspective:

👉

If you have questions or want help getting set up, feel free to reach out—happy to help!

05/14/2026

Tips to help you cope with the added costs of adopting.

Adopting a child can be a joyful, but it can also bring financial challenges. These tips can help you cope with the costs.

05/13/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

05/12/2026

Single parents face unique stresses that can take a toll on their well-being, and financial health can suffer the most. Here are five small steps that can be taken to make big strides toward improving your overall well-being.

Learn 5 steps to take to improve your finances and overall well-being as a single parent.

05/11/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

05/09/2026

Heading into retirement with confidence can be easier if your strategy includes steps to help mitigate taxes. Even though your income is likely to decline.

Heading into retirement with confidence can be easier if your strategy includes steps to help mitigate taxes.

05/08/2026

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

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

05/07/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.