Nathan Zimmer, Agent with New York Life

07/31/2023

Top Five Municipal Market Insights for 2023 – “Preparation Seizes Opportunity – Higher Accruals Set the Pace”

MacKay Municipal Managers provides their 2023 outlook for the municipal markets.

02/15/2023

Investing for long term goals like - retirement or education - requires planning and perseverance. Learn some smart strategies from this article.
http://www.eaglestrategies.com/public_files/planning-essentials-7_Tips_for-Long-Term-Investing-_Success_-_eagle_Final.pdf

03/31/2022

Marriage affects so many aspects of life, including taxes. Learn how to determine whether it's best for you to file jointly or separately this .

Wondering if you should file your taxes jointly or separately when married? Learn why some married couples choose to file their taxes separately.

03/21/2022

If your loved one needs care, you'll be there to offer it without question. And we'll be here to support you without question. Learn how you can be better prepared to handle a long-term illness or injury.

Being a caregiver for a spouse can be emotionally,physically, and financially taxing. Learn from New York Life what you can do to help prepare for the road ahead.

06/07/2021

Your walk down the aisle is approaching. You're talking with caterers and checking on flowers and every last detail. But don't forget to make sure these financial details are set as well. I'm here to help.

There are a lot of things to discuss before marriage, including your financial future. Learn from New York Life how you can prepare financially for marriage.

11/26/2020

Whether you're enjoying the day alone or with friends, family, and loved ones, tune in to the Thanksgiving Day Parade on NBC today to see our float and share in the tradition.

The New York Life “Toy House of Marvelous Milestones” float, which debuted in 2019, will once again be featured in this year’s Macy’s Thanksgiving Day Parade.

11/03/2020

Everything you need to know about income annuities (and then some).

10 things about income annuities.

10/29/2020

10/24/2020

You already know that life insurance can help you protect the ones you love, but did you know it can also provide tax-free growth and income for yourself? Give me a call to discuss how the right protection today can help you in the future.

10/20/2020

How will taxes affect your retirement? Thoughts on timing, tax-deferred growth, and tax efficiency.

The amount of tax you owe at retirement depends not only on your income, but also on the type of your retirement plan and the timing of your withdrawals; you’ll want to consider retirement strategies that provide tax-deferred growth and tax efficiency.

10/20/2020

Since 1928, volatility has jumped 30% on average in the months leading up to an election. See the historical pattern in and over the last century on our Advisor Channel at Visual Capitalist: https://advisor.visualcapitalist.com/market-volatility/

10/17/2020

Nobody likes paying taxes, so why pay more than you need to? Don't put it off. Give me a call today to discuss how life insurance can give you guaranteed, tax-free growth through your policy’s cash value and tax-free income as your needs change. https://bcove.video/3hNaWOd