Category Archives: insurance

investing, Long Term Care, retirement, Roth Accounts, saving · August 10, 2022

How to Approach Retirement Planning

Retirement planning is a juggling act where you’re dealing with multiple risks all at the same time.

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Emergency Funds, insurance, retirement · May 11, 2022

“Spring Clean” Your Finances With Suze’s Checklist

Spring is now in full swing, and I hope that you are enjoying every bit of it.

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Annuities, insurance, investing · April 30, 2022

Podcast Episode – Suze School: What you need to know about FDIC insurance

On today’s Suze School, we get a lesson on how to get more than the $250,000 of FDIC and NCUA insurance that covers your money in banks and credit unions. This is a need to know episode!

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credit cards, debt, insurance · April 13, 2022

The New Rules for Medical Debt on Your Credit Report

I recently wrote to you about the very good news that consumers no longer have to worry about “surprise” medical bills for unavoidable out-of-network medical care.

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Home/Renters Insurance · March 16, 2022

Do You Have The Right Homeowner’s Insurance?

The recent spike in the inflation rate could be a big risk for homeowners if you don’t have the right type of homeowner’s insurance.

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Home/Renters Insurance, investing, Stocks/Bonds/ETFs · February 19, 2022

Podcast Episode – Avoid These Home Ownership Disasters

Are you doing the right things to protect your home? Are you taking disastrous short-cuts if you want to leave your home to your children? Today's Suze School will absolutely set you straight.

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life insurance, must have documents, Roth Accounts, saving · February 16, 2022

Podcast Episode – Ask KT & Suze Anything

On this podcast of Ask KT & Suze Anything, Suze answers questions from listeners about paying off mortgages, property tax increases after adding to a trust, life insurance, retirement, and more.

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Emergency Funds, health insurance, insurance, medicare · February 9, 2022

No More Surprise Hospital Bills!

I hope that you and your loved ones are enjoying a great start to the new year. And while I also hope that none of us need any serious medical care.

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investing, life insurance, must have documents, retirement, saving, social security, Stocks/Bonds/ETFs · February 2, 2022

Podcast Episode – Ask KT & Suze Anything

On this podcast of Ask KT & Suze Anything, Suze answers questions from listeners about; retirement accounts, saving for a new home, managing investments, caring for special needs relatives and more.

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