retirement · January 22, 2025
Building Community Around Women and Money
If you are reading this I know you are someone who is motivated to make smart decisions that will build financial security.
Annuities, investing · January 22, 2025
Podcast Episode – Ask KT & Suze Anything: Is My Daughter a Miser?
On this episode of Ask KT and Suze Anything, Suze answers questions about fixed annuities, callable CDs, and teaching your child to save money. Plus, learn what a margin account is and more.
Emergency Funds, IRAs/401(k)s, retirement · January 15, 2025
Can Your Retirement Plan Pass This Stress Test?
If you are nearing retirement, you have decades of experience dealing with the unexpected. When things don’t go exactly as planned or hoped, you have the muscle memory of what it takes to work thr
Crypto, estate planning, life insurance, retirement · January 8, 2025
Podcast Episode – Ask KT & Suze Anything: Don’t Make the Biggest Mistake You Can Make With IRA Conversions
On this episode of Ask KT and Suze Anything, Suze answers questions about must-have documents, life insurance policies on children, calculating RMDs and more.
Annuities, home loans · December 25, 2024
Podcast Episode – Ask KT and Suze Anything: Why Buying a Condo Can End Up As Your Biggest Nightmare
On this episode of Ask KT and Suze Anything, Suze answers questions about car loans, getting rid of annuities, selling inherited property and more.
medicare · December 19, 2024
Podcast Episode – Ask KT and Suze Anything: Can My Spouse Help Me Fund My Roth?
On this episode of Ask KT and Suze Anything, Suze answers questions about IRA rollovers, savings accounts, Medicare and more.
medicare, retirement · December 18, 2024
Here’s How Much Medicare Will Cost in 2025
Medicare pays for a bulk of older Americans’ health care costs, but not all. And each year Medicare adjusts key costs that are paid by enrollees.
retirement, Roth Accounts · December 11, 2024
New Retirement Savings Limits for Pre-Retirees
There’s a new wrinkle to how much pre-retirees can contribute to their 401(k), 403(b) or similar accounts.
Annuities, retirement · December 11, 2024
Podcast Episode – Ask KT & Suze Anything: If You Don’t Like It, Don’t Do It
On this Ask KT and Suze Anything, Suze answers questions about annuities, planning for retirement, buying property and so much more.