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    • Home
    • Why Choose Us
    • Who We Are
    • WHERE YOU HAVE SEEN US
    • By Women. For Women.
      • Women and Wealth Blog
      • Monthly Commentaries
      • Women & Wealth Reports
      • Education
  • Home
  • Why Choose Us
  • Who We Are
  • WHERE YOU HAVE SEEN US
  • By Women. For Women.
    • Women and Wealth Blog
    • Monthly Commentaries
    • Women & Wealth Reports
    • Education

Education for Women

Advisor checklist 2023 (pdf)Download
ZUMA WEALTH Can-I-Make-a-Backdoor-Roth-IRA-Contribution (pdf)Download
Social-Security-Benefits-Are-Increasing_How-Will-It-Affect-Your-Taxes (pdf)Download
What Women Need to Know About the 5 Big Tax Challenges in Retirement (pdf)Download
How-to-Have-the-Talk-With-Aging-Parents (pdf)Download
What-Issues-Should-I-Consider-When-Dealing-With-High-Inflation (pdf)Download
What-Issues-Should-I-Consider-Before-I-Retire-2023 (pdf)Download
What-Issues-Should-I-Consider-If-My-Spouse-Passed-Away-2023 (pdf)Download
What-Issues-Should-I-Consider-If-I-Experience-A-Sudden-Wealth-Event-2023 (pdf)Download
Master-List-Of-Goals-2023 (pdf)Download
What-Issues-Should-I-Consider-When-Purchasing-Long-Term-Care-Insurance-2023 (pdf)Download
What-Issues-Should-I-Consider-When-Reviewing-My-Beneficiaries-2023 (pdf)Download
What-Issues-Should-I-Consider-When-Starting-A-Business-2023 (pdf)Download
What-Issues-Should-I-Consider-When-Getting-Married-2023 (pdf)Download

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We are a fee-only fiduciary advisor with the investment chops and perspective that come from managing billions of dollars during the bull and bear markets of the past 25 years. 

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