Dee Zimmerman 9/20/24 Dee Zimmerman 9/20/24

Our Investing Story

Don't make these same mistakes!

Dee Zimmerman 8/17/24 Dee Zimmerman 8/17/24

Financial Advisor vs. Financial Coach

Five key differences, and which is right for you.

Dee Zimmerman 8/17/24 Dee Zimmerman 8/17/24

It's important in most cases to "set it and leave it" when it comes to your long-term investment savings.

Dee Zimmerman 2/7/24 Dee Zimmerman 2/7/24

Learn how big your nest egg should be.

Dee Zimmerman 1/17/24 Dee Zimmerman 1/17/24

Do you know where your "paycheck" is coming from in retirement?

Dee Zimmerman 1/4/24 Dee Zimmerman 1/4/24

Financial freedom sounds great, but is it even possible?

Dee Zimmerman 12/20/23 Dee Zimmerman 12/20/23

How about a different approach to New Year's resolutions and goal-setting this coming year?