Lessen Your Financial Stress with Emergency Savings
I am not surprised that more than 80% of women recently surveyed by Fidelity who had no emergency savings said they live with financial stress.
Podcast Episode – Ask KT & Suze Anything: How Do I Protect My Identity?
On this edition of Ask KT and Suze Anything, Suze answers questions about buying rental property, IRAs, and protecting your identity. Plus a quizzy about paying for home repairs and more.
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?
Don’t Make These 401k Rollover Mistakes
I am a big fan of 401(k) rollovers into an Individual Retirement Account (IRA) when you leave a job.
Podcast Episode – Ask KT & Suze Anything: Should I Use AI to Play The Market?
On this edition of Ask KT and Suze Anything, Suze answers questions about investing for a child, financial security in one’s 50s, bond ladders, funding trusts, using AI to invest and more.
Emergency Withdrawals from Retirement Accounts
Making an “early” withdrawal from a retirement account is typically a costly decision, as the government tacks on a 10% penalty for early withdrawals made from traditional IRAs and 401(k)s before the account owner is age 59 ½.
The Latest IRA RMD Rule Update
We finally have definitive rules from the IRS on how IRA beneficiaries must handle required minimum distributions (RMD).
The Impact of Rising Car Insurance Premiums
We are now in the third consecutive year of car insurance premium rates racing ahead at a rapid pace. Government stats show that the annual premium cost is nearly 50% higher than it was in June 2021.
Don’t Make This Costly FSA Mistake
If you have a Flexible Spending Account (FSA) through work, now is the time to make sure you will spend all of the money you set aside before the end of the year.