Skip to main content
menu
  • Home
  • Why Choose Us
    • What To Expect
    • Services
    • You.
    • Zuma Wealth Brochure 2023
  • Who We Are
    • Get to Know Us
    • Where You Have Seen Us
  • By Women. For Women
    • Education
    • Women & Wealth Reports
  • Resources
    • Women & Wealth Blog
    • Financial Calculators
    • Useful Links
    • Monthly Commentaries
  • Contact

Women & Wealth Blog

Terri Spath | Nov 28, 2023

Don’t Miss Out on A Great 2023 Tax Benefit: A Flexible Giving Solution for Tomorrow's Charitable Impact

Donor Advised Fund
Taxes
Safe investing
Women
Waves Happen
Discover the secret to securing an immediate tax benefit in 2023, even if you're undecided on your charitable recipients. Explore a revolutionary giving
Read More
Manarola, Italy by Jack Ward courtesy of Unsplash.
Terri Spath | Nov 21, 2023

Unlock Your Passport to Paradise: A Guide to Thriving in Retirement Abroad!

Retirement
Lifestyle
Living Abroad
Ever dreamed of retiring abroad? Over half a million Americans already have, and the numbers are soaring. In this insightful piece, discover the ins and outs of
Read More
portrait of woman wearing eyeglasses with black frames by Timothy Dykes courtesy of Unsplash.
Terri Spath | Nov 14, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
Women
Safe investing
Waves Happen
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your retirement.
Read More
man kissing woman on check beside body of water by Esther Ann courtesy of Unsplash.
Terri Spath | Nov 7, 2023

Unlocking the Spousal Benefits Puzzle: What Women Need to Know

Women
Social Security
Waves Happen
One common source of confusion for women is the notion of Social Security spousal benefits. Many mistakenly believe they have a choice between claiming their
Read More
man in blue polo shirt carrying girl in white and pink floral dress by Isaac Quesada courtesy of Unsplash.
Terri Spath | Oct 31, 2023

5 Surprises About Retirement

Retirement
Safe investing
Women
Waves Happen
Uncover the surprising facets of retirement – from newfound freedom to the reality of health concerns – as we explore the unique experiences of retirees and pre
Read More
a woman with a veil on her head by Chris Vanhove courtesy of Unsplash.
Terri Spath | Oct 24, 2023

Financial Resilience: Thriving Solo After Loss

Women
Widow
Financial Planning
Safe investing
Waves Happen
In this information-packed piece, uncover 7 essential tips that will help you manage your finances. Plus, learn how seeking the expertise of certified financial
Read More
man in brown suit kissing woman in blue dress by 𝔥𝔦𝔩𝔩𝔞𝔯𝔶 𝔭𝔢𝔯𝔞𝔩𝔱𝔞 courtesy of Unsplash.
Terri Spath | Oct 17, 2023

Navigating the 'Sandwich Generation' Challenges Faced by Many Women

Women
Waves Happen
Have you found yourself sandwiched between caring for kids and aging parents? Welcome to the 'Sandwich Generation'—where balancing acts become the norm
Read More
man in black shorts surfing on sea during daytime by Knut Robinson courtesy of Unsplash.
Terri Spath | Oct 4, 2023

Market Waves: What Women Need to Know Right Now.

Safe investing
Investment Strategy
Stocks
Bonds
interest rates
Waves Happen
Cracking Market Secrets: Ride the waves and win! Delve into a chart-backed adventure through market ups and downs and learn why keeping your cool can outshine
Read More
Terri Spath | Sep 26, 2023

Singularly Strong: Unlocking Financial Independence in Retirement for Women

Retirement
Women
Safe investing
Waves Happen
Stay savvy and discover the secrets for a successful solo retirement adventure.
Read More
Niagara Falls, Canada by Darran Shen courtesy of Unsplash.
Terri Spath | Sep 19, 2023

Questions Women Ask Us About Social Security

Social Security
Retirement
Safe investing
Women
Waves Happen
If you have burning questions about Social Security, we can help you navigate to the unique answers best for you.
Read More
woman wearing gray long-sleeved shirt facing the sea by Artem Kovalev courtesy of Unsplash.
Terri Spath | Sep 12, 2023

IRS Changes Inheritance Rules: What Women Need to Know

Tax Planning
Estate Planning
Women
Safe investing
The IRS recently updated some rules about trusts that could make you accidentally liable for capital gains taxes on wealth you inherit.
Read More
default blog image
Terri Spath | Sep 5, 2023

Guiding Your Wealth: Essential Questions Women Should Ask to Grow Your Fortune and Guard Your Future.

Education
Women
Questions to Ask an Advisor
Safe investing
Women face an investment gap. This happens because women often take time off from work to care for kids or parents. Also, women often hold more cash than they
Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Next page Next ›
  • Last page Last »

Contact

It is never too early to get started on your investment plans. Tell us more about your goals, and we will get started. You deserve to feel financially empowered. We can help.

Zuma Wealth LLC
310.456.1302
Terri@ZumaWealth.com
Kevin@ZumaWealth.com
Malibu, CA 90265

Get Started Today

CAPTCHA

Location

Zuma Wealth LLC is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal the performance noted in this publication. The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Zuma Wealth LLC, disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. All opinions and estimates constitute Zuma Wealth LLC’s judgement as of the date of this communication and are subject to change without notice Zuma Wealth LLC does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Zuma Wealth LLC be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided herein, even if Zuma Wealth LLC or a Zuma Wealth LLC authorized representative has been advised of the possibility of such damages. Information contained herein should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. This communication and document are provided for information purposes only. Nothing contained herein shall be construed as a solicitation to engage in any of Zuma Wealth’s services or to carry out any financial transactions with Zuma Wealth. Communications are for informational purposes only and are not considered an offer or solicitation. May 1, 2023

© 2023 Zuma Wealth LLC All rights reserved.