The Time To Plan Is Now
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Mission: Comprehensive financial planning for the special needs family Securities products and advisory services offered through PAS, member FINRA, SIPC.
Ezekiel "Zeke" Zimmerman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Certified Financial Services LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0J42074. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
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06/10/2026
How much does it really cost to own a home? It may be more than you think. Read about the hidden costs of home ownership.
The hidden costs of homeownership How to factor a home purchase into your long-term financial strategy.
06/08/2026
Discover a way to help make your retirement assets more valuable with the IRA Maximization strategy
Help Make Your Retirement Assets More Valuable Advanced Planning Strategies Explained
06/05/2026
When employees are stressed about money, they are distracted and less productive. Business owners can help solve this issue with a financial wellness program.
Pay it forward: Financial wellness for employees When employees are stressed about money, they are distracted and less productive. Business owners can help.
06/03/2026
The savings rate is the government’s estimate of how much U.S. households are saving.
U.S. Personal Savings Rate What can be learned from the savings rate?
06/01/2026
Is your retirement portfolio subject to “sequence of returns” danger?
Retirement Income and the Traditional Portfolio Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
05/29/2026
Have you heard about the new contribution limits from the IRS? Read about it in our article.
New Retirement Contribution Limits for 2026 A look at the new retirement contribution limits from the IRS.
05/27/2026
Consumer interest in annuities has never been higher. So what are annuities and why do so many people want them?
Why annuities are in demand A changing retirement landscape and uncertain economic times are fueling demand for guaranteed retirement income.
05/25/2026
During June, Alzheimer’s Awareness Month, remember: up to 40% of Alzheimer’s cases may be prevented or delayed. If Alzheimer’s strikes, would you be ready financially? Let’s find out together. Reducing the risk of dementia
Alzheimer's Awareness Things you can do to reduce the risk of dementia
05/22/2026
After you leave work, what will your life look like? Organize your thoughts with the help of this piece.
Retirement Seen Through Your Eyes What's your vision of retirement?
05/20/2026
Check out this video on taxes.
The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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