Neil Zimmerman, Financial Services Professional with Nylife Securities, LLC

04/09/2026

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the Associated Press covers the key steps to take before you finish filing:

https://bit.ly/4mm890r

And if tax season has you thinking about your broader financial picture, feel free to reach out. I’m here.

I do not provide tax advice. Please consult with your own tax advisor for tax advice.

03/12/2026

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a different story. This piece takes a close look at the types of debt retirees are carrying and some practical ways to manage it on a fixed income:

https://bit.ly/3Nm8LpL

If you have questions on financial and retirement strategies, I'd love to connect and talk it through.

02/26/2026

Saving aggressively for early retirement sounds great in theory, but for one financial coach, it nearly cost him his marriage. This CNBC article shares how he and his wife found a more balanced approach called "Coast FIRE," and how it's helped them prioritize both financial security and time together:

https://cnb.cx/4tYebYG

If you're thinking about your own path to retirement, and how to enjoy the journey along the way, let's connect. I'd love to help.

02/14/2026

Mortgage rates can feel like a moving target — especially with so much talk about inflation in the news. This article from Yahoo Finance explains how the two are connected and what buyers and homeowners might expect in the months ahead:

https://yhoo.it/4azALOv

Have questions about how this can impact your other financial goals and your situation? I'd love to help you think it through. Let's connect.

01/22/2026

Viral savings trends can be tempting, but not all of them work. This article from Yahoo Finance breaks down the 2025 money trends that helped people save smarter, and the ones that are better left in the past:
https://yhoo.it/3YOxWUe

Want to talk about building a savings approach that actually fits your life? Let's connect.

12/30/2025

While whole life insurance is best known for offering lifetime protection and cash value growth,
New York Life has paid dividends to participating eligible policy owners since 1854. What’s more, our 2026 dividend will be the largest ever declared by our company.

Reach out to me today, and let’s talk about the power of dividends.

New York Life announces that the company will pay an estimated $2.78 billion in dividends to eligible participating policy owners in 2026 — the largest dividend payout in New York Life’s 180-year history and its 172nd consecutive annual dividend.

10/01/2025

A recent study showed that people who own life insurance feel more secure in their financial decisions. Contact me to learn more.

Insurance policies help protect your family now and in the future. Learn how our agents can help you design personalized solutions.

09/30/2025

Life insurance can give us peace of mind and benefit us in so many ways. Talk to a financial professional about how a policy can help you and your family.

09/29/2025

Having life insurance is just as important as saving for retirement or putting money away in a college fund. Make the smart decision for your financial future and get life insurance!

09/26/2025

The best time to purchase a life insurance policy is any time. Be ready, stay protected!

09/24/2025

A recent study showed that people who own life insurance feel more confident about retirement. Contact me to learn more.

Insurance policies help protect your family now and in the future. Learn how our agents can help you design personalized solutions.