Portfolio Management Archives - Page 10 of 32

home loans, social security, Stocks/Bonds/ETFs · June 7, 2023

Podcast Episode – Ask Suze & KT Anything: Is Buying a Mobile Home A Good Idea?

On this Ask Suze and KT Anything episode, Suze answers your questions about dividend paying stocks, emergency funds, when to take social security, mortgages and more.

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investing, Stocks/Bonds/ETFs · June 3, 2023

Podcast Episode – Suze School: A New Lesson on Series I Bonds and Certificates of Deposits

This week’s Suze School is a deep dive on what you should do, now, with Series I Bonds as well as a plan on using Certificates of Deposits to your advantage.

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IRAs/401(k)s, retirement · May 31, 2023

Retirement Account Rollovers: What to Consider

When you leave a job with a 401k you have an important choice to make.

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investing, Stocks/Bonds/ETFs · May 27, 2023

Podcast Episode – What You Need To Know About Preferred Stocks

This week’s Suze School is all about preferred stocks and what the difference is between them and common stocks.

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debt, investing, Stocks/Bonds/ETFs · May 20, 2023

Podcast Episode – Suze Goes To School: Social Security Spousal Benefits

Suze starts this lesson with an update on what’s happening with the debt ceiling negotiations and energy stocks.

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credit cards, retirement, social security · May 17, 2023

Podcast Episode – Ask Suze & KT Anything: Questions From The Community

On this Ask Suze and KT Anything episode, Suze answers questions about financial empowerment, Social Security after divorce, FICO scores, inflation and more.

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investing, retirement, saving · May 3, 2023

Earn More on Your Savings in Retirement

As I explain in detail in The Ultimate Retirement Guide for 50+, once you are living off retirement income, my recommendation is to keep three to five years of living expenses in a money market accoun

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investing, saving, Stocks/Bonds/ETFs · April 26, 2023

Certificates of Deposit 101

The sharp rise in interest rates manufactured by the Federal Reserve over the past year to address inflation has one semi-silver lining: you can now earn more interest on bank and credit union savings

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estate planning, insurance, investing, IRAs/401(k)s, Long Term Care, Portfolio Management, retirement, saving · April 26, 2023

Podcast Episode – Ask Suze & KT Anything: Don’t Feel Embarrassed or Scared

On this Ask Suze and KT Anything episode, Suze answers questions about gifted IRAs, I Bonds, long term care insurance, updated wills, logistics of moving away from a financial advisor and more.

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