life insurance, medicare · October 30, 2025
Skip This Workplace Benefit
As you review your workplace benefits during open enrollment (and you are reviewing, right?), I want you to ignore the life insurance benefit.
health insurance, insurance, life insurance · October 29, 2025
Skip This Workplace Benefit
As you review your workplace benefits during open enrollment (and you are reviewing, right?), I want you to ignore the life insurance benefit.
health insurance · October 8, 2025
Don’t Make This Health Insurance Mistake
In the coming weeks, many of you who have health insurance through your job will receive notice that it is “Open Enrollment” season: a window, typically lasting a few weeks, when you can update yo
health insurance · September 3, 2025
Prepare for Rising Healthcare Costs
Since 2021, there has been an expanded federal tax credit that reduced the out-of-pocket premium cost for health insurance plans offered through the Affordable Care Act (ACA) marketplace
Long Term Care, Roth Accounts · March 19, 2025
Podcast Episode – Ask KT & Suze Anything: Do You Know The Difference Between Aristocrat and King Stocks?
For this Ask KT & Suze Anything edition, Suze answers your questions about the Pro-Rata Rule, long term care insurance, and transfer on death deeds. Plus, learn the difference between Aristocrat
Long Term Care, retirement · March 12, 2025
Are You Underestimating This Key Retirement Need?
Dreaming about your future is one thing. But planning for it is an entirely different matter. One is about hopes and wishes, the other is about making smart decisions today that will give you the
Home/Renters Insurance · February 19, 2025
Are You Covered for This Housing Cost?
The devastating fires in Los Angeles County are just the latest reminder that climate-related disasters can force us from our homes.
Home/Renters Insurance · February 12, 2025
Is Your Insurance Coverage Enough for Disasters?
Last week I explained the steps you need to take to have the best case to make when you file an insurance claim after a natural disaster.
Home/Renters Insurance · February 5, 2025
What We Must Learn From The LA Fires
My heart is very heavy, and I am guessing yours is as well. The fires that have destroyed so much in Los Angeles, and threatened even more households are terrifying and sad.