Eric J Zimmerman

06/01/2026

Who taught you strength through everyday actions? Global Day of Parents is a beautiful reminder to honor the love, patience, and care behind every family.

05/31/2026

Smiles cost nothing but create connection, confidence, and a little extra joy. Share one today and watch the ripple effect grow. Happy National Smile Day!

05/29/2026

Whether you’re changing jobs, retiring early or navigating a major life change, losing health insurance can be scary. The good news is there are several options to help you stay covered. From COBRA to marketplace plans, learn which one is right for you.

Find out how to address your health care needs in the event of a coverage gap.

05/28/2026

Are you aware of concentration risks in your portfolio? With equity market concentration near all-time highs, get in touch to evaluate your diversification strategy.

05/27/2026

If you suspect your loved one is being targeted by scammers, trust your gut. We can help you identify the signs of financial fraud and provide support.

Help keep your family members safe from scammers, identity theft and financial exploitation.

05/26/2026

Cognitive decline impacts more than just quality of life—it can also result in substantial long-term care expenses. The good news? There are proactive steps you can take to help protect both. Let’s connect to explore strategies that can make a lasting impact.

05/25/2026

In remembrance of the heroes who gave everything so others
could live free. Today, on Memorial Day, we think of all those who answered the call of service with bravery.

05/22/2026

How do you know which Medicare plan is right for you? Consider these questions and let’s discuss which plan could meet your personalized needs.

05/21/2026

From online phishing to retirement fraud, learn how to protect yourself against the most common types of financial scams.

Learn about common types of financial fraud and how to protect yourself and your assets against these kinds of fraud attempts by identifying their signs.