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Fee-Only Financial Planning, Portfolio Management, and other consulting services
Geoffrey Zimmerman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Walnut Creek, CA and the surrounding communities.
When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...
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Creating a balanced financial life is a lifelong process. As soon as you get one thing straightened out, it seems like another issue pops up...
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The economic news of late does not seem supportive of a rapid economic rebound. In fact, for a growing number of individuals there is concern...
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It seems most people are unaware of basic budgeting techniques. When these guidelines are followed, they can help individuals create a good...
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Adopting a child is one of the biggest decisions you may ever make. It can also be a shockingly expensive decision that will have a huge effect...
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You can’t take your money with you, but you sure can determine who will get it and, in some cases, how they will receive it.One item you may...
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It is believed that estate planning and deciding how your valued assets will be handled after you die is only for wealthy people with a large...
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A recent study done by Financial Finesse reveals that women lag men in many vital areas of financial planning, most notably falling behind when...
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In the melting pot that is today’s America, would you believe that “traditional” husband-and-wife family households are now in the minority,...
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In the top few responses most people give when you ask what they know about investing, “it’s important to be diversified” is right up there...
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