retirement Archives - Page 4 of 39

emergency fund, employee benefits, life insurance, retirement · October 23, 2024

Your Benefit Checkup for 2025

For those of you that receive workplace benefits, you know that we’re heading into the annual ritual of Open Enrollment, the period when you can make changes to your benefits package.

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children, financial independence, retirement, saving · October 16, 2024

How to Start Building for Retirement When You’re Young

Okay my friends, this is for every 20-something you love. I can guarantee you they aren’t thinking about their retirement, but this is exactly the age when they can give themselves a huge leg up o

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debt, must have documents, natural disasters, Podcast, retirement, roth · October 16, 2024

Podcast Episode – Ask KT & Suze Anything: Should I Get a Prenup?

On this edition of Ask KT & Suze Anything, Suze answers more questions about applying for disaster relief, medical bills causing debt, and when (or if) you should stop funding your Roths. Plus, a

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home buying, Podcast, retirement · October 9, 2024

Should You Rent in Retirement?

Renting is becoming a more common option for older Americans. A recent analysis shows that the percentage of Americans at least 65 years old who own a home has fallen in the past 20 years from 80%

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investing, retirement · October 2, 2024

Your Investing Strategy Needs a Check-Up

It’s always a good idea to make important decisions from a position of strength, when your mind is clear and calm. And right now the stock market is delivering on that. As I write this in late Sep

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home buying, interest rates, IRA, life insurance, retirement · September 25, 2024

Podcast Episode: Ask KT & Suze Anything: Can I Afford a Swanky New Apartment?

On this edition of Ask KT and Suze Anything, Suze answers questions about term insurance policies, IRA rollovers, and interest rates. Plus, a quizzie about selling a home with no mortgage to buy

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medicare, retirement · September 18, 2024

Medicare News You Need to Know

If you or a loved one is enrolled in Medicare, it’s important to stay on top of developments.

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401k, IRA, Podcast, retirement · September 4, 2024

Podcast Episode – Ask KT & Suze Anything: Master Class on Pre-Tax Inherited Retirement Accounts – Part II

This episode is part two of the special Suze master class, from Episode 604, about what to do when you inherit a pre-tax retirement account. KT gathered up your questions and you’ll hear Suze answ

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401k, IRA, retirement · August 31, 2024

Podcast Episode – Suze School Master Class: Pre-Tax Inherited Retirement Accounts

Suze teaches a special master class about what to do when you inherit a pre-tax retirement account. You’ll learn the different benefits if you're an eligible designated beneficiary and a non-eligi

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estate planning, family, retirement, trust · August 24, 2024

Podcast Episode – Suze School: Who Would You Give Your Life For?

Suze shares a heartbreaking story from a listener and recent widower, named Peter. This story opens up a number of questions: How involved are you and your entire family in finances? Have you th

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