Trusts
Podcast Episode - Ask Suze & KT Anything: Mortgages, Annuities, Rollovers and Trusts
On this edition of Ask Suze & KT Anything, Suze answers questions about paying off mortgages, closing credit cards, annuities, retirement account rollovers and more.
Podcast Episode - Investing: Don’t Try to Outsmart The Markets Like I Did
In this episode, Suze tells us a cautionary tale about a recent market watching experience she had and how it was the wrong thing to do.
A Hard Topic for Couples
In its most recent survey of how couples handle household money decisions, Fidelity reports that couples find talking about estate planning to be a very difficult conversation.
Podcast Episode - Suze's Financial Solutions For You Webinar
On this podcast, Suze presents the webinar she gave last week, which is a 2021 Action Plan designed to teach you how to be a Financial Warrior.
What No Mother With Young Children Can Afford to Leave Off Her Shopping List
I was shopping at Costco recently, enjoying the great value as always. While waiting in line to check out I got to chatting with a few young mothers-with babies in tow-who were waiting as well. Me being me I was curious if these women who obviously knew a thing or two about shopping had bought protection for their family.
Money Gifts to Kids: 3 Rules Every Parent Must Follow
As we are heading into the holiday season, I know plenty of kids will be receiving a check from a grandparent, aunt or uncle. So I want to review how every family with kids under 18 should handle financial gifts year round.
