Category Archives: insurance

insurance, saving · January 31, 2024

How to Save Money with a Dental Savings Plan

If you have ever needed an emergency root canal you know the excruciating pain I woke to recently. Toothache doesn’t seem to convey the full force of the discomfort.

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IRAs/401(k)s, life insurance, retirement · January 31, 2024

Podcast Episode – Ask KT & Suze Anything: Everything is Relevant at Some Point

For this episode of Ask KT and Suze Anything, Suze answers questions about planning your retirement, long term care insurance, home buying, and so much more.

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life insurance, Roth Accounts · January 20, 2024

Podcast Episode: Suze School: What I Really, Really Want You To Know

In this episode of Suze School, Suze reviews why you need a Roth retirement account, why you don’t need whole life insurance and she shares a personal story about the importance of dental savings

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life insurance, Roth Accounts · January 10, 2024

Podcast Episode – Ask KT & Suze Anything: Did I Give The Wrong Advice?

For this episode of Ask KT and Suze Anything, Suze answers questions about HSAs, 401(k)s, life insurance and more.

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life insurance, Stocks/Bonds/ETFs, student loans · January 3, 2024

Podcast Episode – Ask KT & Suze Anything: What Should I Do With My Dividend?

For this episode of Ask KT and Suze Anything, Suze answers questions about student loans, callable CDs, what to put in your trusts, whole life insurance and more.

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investing, life insurance · November 15, 2023

Podcast Episode – Ask KT & Suze Anything: Should I Let My Children Run My Finances?

On this Ask KT & Suze Anything episode Suze answers questions about old insurance policies, investing an inherited portfolio, financial guilt and more.

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health insurance · October 11, 2023

Dealing With Rising Health Insurance Costs

There could be an unpleasant bit of news when you review your workplace benefit offers for 2024.

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Home/Renters Insurance · August 2, 2023

Homeowners Insurance: You Can’t Afford to Skip It

You likely are well aware that it has become a lot more expensive to protect your home.

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insurance, Long Term Care · June 28, 2023

Setting Your Family up for Caregiving Success

I need to talk to those of you in your 50s and 60s about what you need to do today to make sure you protect your loved ones from caregiving financial distress.

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