Article Tag: Jamie Zimmerman

Estate Planning Basics for Same-Sex Couples

Jaime Zimmerman explains the basics and benefits of a well-designed estate plan.

Polarizing the potential options to chose from, Jaime Zimmerman weighs in on the value and risk in asset management.

As your family planning begins, Jaime Zimmerman suggests opening a custodial account to protect your future child’s financial health.

Looking to rebalance your portfolio? How do you contribute to something you feel passionate about? Jaime Zimmerman offers an attractive option.