Must Have Documents Online Program
For decades, I have been saying the #1 way to protect your financial future is to create your Must Have Documents.
Podcast Episode – Suze School: Clearing Up The Roth 5 Year Rule
On this Suze School, Suze responds to the multitude of emails she’s received asking for a deeper diver into the five year rule for Roth IRAs.
How to Save Money with a Dental Savings Plan
If you have ever needed an emergency root canal you know the excruciating pain I woke to recently. Toothache doesn’t seem to convey the full force of the discomfort.
Podcast Episode – Ask KT & Suze Anything: Everything is Relevant at Some Point
For this episode of Ask KT and Suze Anything, Suze answers questions about planning your retirement, long term care insurance, home buying, and so much more.
Podcast Episode – Suze School: What You Need To Know About The 55 or Older Rule
On this Suze School, we get a lesson on how to stay financially healthy by accessing money in our retirement accounts, if we are under 59 and a half.
A New Workplace Benefit For Those With Student Loans
I have some very good news for anyone who is finding it hard to juggle paying back federal student loans and simultaneously saving for retirement.
Podcast Episode: Ask KT & Suze Anything: Create The Life You Want and Deserve
For this episode of Ask KT and Suze Anything, Suze answers questions about retirement accounts, securing your information, keeping or selling a car and much more.
Podcast Episode: Suze School: What I Really, Really Want You To Know
In this episode of Suze School, Suze reviews why you need a Roth retirement account, why you don’t need whole life insurance and she shares a personal story about the importance of dental savings plans.
The Smartest Money Move to Make Right NOW
The interest you earn on bank accounts, short-term Treasuries, and money market mutual funds at brokerage firms is tied to an interest rate controlled by the Federal Reserve.