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Women & Wealth Blog

Terri Spath | Jan 24, 2023

What Women Need to Know: 5 Big Tax Challenges in Retirement

Financial Planning
Investment Strategy
IRA
Retirement
Roth IRA
Social Security
Taxes
Widow
Women
Creating a retirement paycheck that generates the income you need while keeping you in the lowest possible tax bracket isn’t as easy as it seems. All the
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Terri Spath | Jan 17, 2023

Ring in 2023 with Smart Investment Habits

Bonds
Goals
Investment Strategy
Retirement
Safe investing
Stocks
Treasury bonds
Waves Happen
Women
Looking to get your financial house in order? Watch this exclusive 20 minute online presentation packed with practical steps such as: the first step to take
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Terri Spath | Jan 17, 2023

Why Women Should Invest Differently

Financial Planning
Health Savings Accounts
Investment Strategy
IRA
Safe investing
Social Security
Women
Investing should be personal, but there are some things that apply across groups of investors. Women, because of their longer life expectancy and increased
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Terri Spath | Jan 10, 2023

What Women Need to Know: Increase in Social Security Benefits

Financial Planning
Investment Strategy
Social Security
Women
Inflation has been hitting everyone’s wallets all year. With the cost of everything from gas to groceries going up, a 40-year high in the cost-of-living
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Terri Spath | Jan 3, 2023

How Women Can Talk with Issues Facing Aging Parents: A Primer.

Aging Parents
Financial Planning
Investment Strategy
Sandwich Generation
Women
How Women Can Talk with Issues Facing Aging Parents: A Primer.
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Terri Spath | Jan 2, 2023

New Year. New Goals. A Checklist for Women and Money - 2023.

Financial Planning
Goals
Health and Wealth
Investment Strategy
Retirement
Taxes
Women
Whether you make goals for a new year or skip that pressure, we have an easy checklist for women and their wealth in 2023. Goal setting is fundamental to great
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Terri Spath | Dec 27, 2022

How to Choose a Financial Advisor: A Guide for Women

Financial Planning
Investment Strategy
Women
5-Step Checklist for Selecting a Financial Guide.
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Terri Spath | Dec 20, 2022

Universal Life Insurance: A Primer for Women

Life Insurance
Women
You are a smart woman with a great life. Make sure you have the insurance you need. The industry is full of jargon and complexity. This primer is designed for
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Zuma Wealth LLC
310.456.1302
Terri@ZumaWealth.com
Kevin@ZumaWealth.com
Malibu, CA 90265

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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

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