Zuma Wealth
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  • By Women. For Women.
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  • More
    • 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

Women Over 50: Investment Guidance and Financial Planning

Checklists and Resources

Find our #1 downloaded checklist: How to Choose a Financial Guide and any of our other Great Resources

How to Choose a Financial Guide (pdf)Download
Social-Security-Benefits-Are-Increasing_How-Will-It-Affect-Your-Taxes-110-10-14 (pdf)Download
What-Issues-Should-I-Consider-During-A-Recession-Or-Market-Correction-2022 (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 Women Need to Know about Crypto (pdf)Download
Can You Make a Mega-Backdoor Roth IRA (pdf)Download

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  • Disclosures

You deserve to feel financially empowered. We understand.

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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