401k, retirement, roth · October 22, 2025
Don’t Skip This Great Retirement Benefit
If you have a retirement plan through work, chances are your employer offers a great option.
401k, family, home equity line of credit, must have documents, Podcast · June 28, 2025
Podcast Episode: Ask KT & Suze Anything: Throwing Money At a Problem Does Not Always Solve It.
On this Sunday edition of Ask Suze & KT Anything, KT asks Suze questions from you about paying off a HELOC, rolling over a 401(k) and where you should keep your Must Have Docs. Plus, why it’s importa
401k, family, mortgage, must have documents, Podcast · June 18, 2025
Podcast Episode – Ask KT & Suze Anything: How Much Should I Charge My Child In Rent?
On this edition of Ask Suze & KT Anything, KT asks Suze questions from you about 401(k) contributions, paying down a mortgage, and sharing the Must Have Docs. Plus, charging a child rent, oversea
401k, IRA, Podcast, roth · May 14, 2025
Podcast Episode – Ask KT & Suze Anything: Should I Stop Paying Into My IRA to Get Out of Debt?
On this new edition of Ask KT and Suze Anything, Suze answers questions about sharing inherited IRAs, traditional 401(k)’s versus ROTHs and so much more.
401k, debt, must have documents, Podcast, student loans, taxes · April 30, 2025
Podcast Episode – Ask KT & Suze Anything: How Do I Settle A Deceased Parent’s Credit Card Debt?
On this episode of Ask KT and Suze Anything, Suze answers questions about beneficiaries of IRAs, student loans, filing taxes as a married couple and so much more.
401k, retirement, roth · April 9, 2025
The Best Investing Move for Your Retirement
Regardless of what happens in the stock market over the short term, I have a surefire investment move to make right now that is going to be a big win for you in retirement.
401k, career, open enrollment · March 19, 2025
Watch Out for This When Starting a New Job
I bet if you work in the private sector you’ve likely changed jobs from time to time, right?
401k, emergency fund, health, retirement, work · 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
401k, retirement, roth · 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.
401k, retirement, roth, saving, social security · November 27, 2024
How to Ace Retirement Planning: A Thanksgiving Perspective
As we gather around the table this Thanksgiving, reflecting on what we're grateful for often leads us to think about the future—and how to make it as secure and fulfilling as possible.