Adam Zimmerman - Financial Advisor

Adam Zimmerman - Financial Advisor Getting financially organized is the first step in achieving financial confidence. PAS is a wholly owned subsidiary of Guardian. Alliance Financial Group, Inc.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Gua

rdian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
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Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provokin...
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Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

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Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

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As a business owner, you carry a lot of responsibility. What if something were to happen to you? Would your business survive? Protecting yourself in your personal life can help protect your business in the long term.

Protecting yourself in your personal life can help protect your business in the long term. 

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
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Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

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When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

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After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

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When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.
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When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

It’s human nature to want long-term financial confidence. But rather than crash and burn in a market bubble, here are so...
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It’s human nature to want long-term financial confidence. But rather than crash and burn in a market bubble, here are some ideas on how to build a solid investment portfolio.

Ideas on how to build a solid investment portfolio.

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-...
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Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

Confidently plan for your child’s future with special needs financial tools and government benefits.
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Confidently plan for your child’s future with special needs financial tools and government benefits.

Financial planning tips, including ABLE accounts and special needs trusts, for parents of children with special needs.

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