Money | Zuma Financial Advisors

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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Saving for College 101

Here's a crash course on saving for college.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

What To Do When Your Income Reaches 7 Figures

Preserve your high net worth with these foundational tips.

Inheriting Debt from a Family Member

Thinking about a loved one's outstanding debt is the last thing on anyone's mind when a family member passes away.

U.S. Personal Savings Rate

What can be learned from the savings rate?

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Saving for College 101

Here's a crash course on saving for college.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

View all videos

Articles

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

How to Prioritize Financial Goals as Life Gets More Complex

Learn which financial obligations to focus on first, and which ones you can put on hold if you have limited resources.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

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Videos

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Saving for College 101

Here's a crash course on saving for college.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

View all videos