home buying, home equity line of credit, retirement · May 8, 2024
How to Remodel for Retirement
One of the biggest financial decisions you face in retirement is where you will live. I know many of you are determined to stay right where you are.
IRA, retirement, roth IRA · May 1, 2024
IRA Distribution Update for 2024
The Internal Revenue Service just announced an important rule for the 2024 tax year that impacts anyone with an inherited IRA.
Podcast, retirement, roth · April 20, 2024
Podcast Episode – Suze School: Don’t Become Partners with Uncle Sam
In this Suze School episode, Suze explains why a Roth retirement account ultimately gives you more money than a pre-tax retirement account.
home buying, Podcast, retirement, trust · April 17, 2024
Podcast Episode – Ask KT & Suze Anything: Can I Afford To Buy A Condo?
On this edition of Ask KT and Suze Anything, Suze answers questions about home buying, special needs trusts, preserving retirement, plus a “Can I Afford It?” quizzy and so much more!
Podcast, retirement, roth · April 10, 2024
Podcast Episode – Ask KT & Suze Anything: Can I Afford To Buy A Ring?
On this edition of Ask KT and Suze Anything, Suze answers questions about interest rates, the 5 Year Rule on Roths, how people live off interest, plus a “Can I Afford It?” quizzy and so much more!
retirement · April 10, 2024
Even Big Retirement Savers Are at Risk
As fantastic as it is to have saved a lot for retirement, just because you’ve got a high balance doesn’t mean you’re set.
retirement, social security · March 20, 2024
Navigating When to Claim Social Security
I so wish your retirement didn’t require you to make big decisions that will have an outsized impact on your financial security throughout your retirement. But that’s not the system we have.
children, children and money, investing, Podcast, retirement, roth · March 6, 2024
Podcast Episode – Ask KT & Suze Anything: We’re in our 50s, should we get married?
For this episode of Ask KT and Suze Anything, Suze answers questions about opening investment accounts for children, catching up on a ROTH, maintaining retirement savings and so much more.
health, Podcast, retirement, saving · March 2, 2024
Podcast Episode – Suze School: How an HSA Can Help You In Retirement
On this Suze School, we get a lesson about why, if you qualify, an HSA can help you with your medical expenses when you retire.
family, home buying, IRA, Podcast, retirement · February 28, 2024
Podcast Episode – Ask KT & Suze Anything: Avoid Emotional Poverty
For this episode of Ask KT and Suze Anything, Suze answers questions about IRA contributions, what happens when only one spouse works, selling a home and so much more.