Daily Archives: January 15, 2026

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Podcast Episode – Can My Spouse Fund My Roth?

Estate Planning, IRAs/401(k)s, Podcast, Retirement, Roth Accounts, Social Security, Wills & TrustsBy Kimberley Delauro January 15, 2026

On this episode of Ask KT & Suze Anything, Suze answers your questions about being an executor, collecting ex-spouses social security, accessing your Roth 401k, while living abroad and so much more. This episode has been updated and corrected since it’s original publication. Listen to Podcast Episode: Podcast Transcript: KT: Good morning, Suze. Suze:…

How to Make a Family Financial Fraud Plan

Financial Planning, Must Have DocumentsBy admin January 15, 2026

Older adults have become a favorite target for financial scammers. The Federal Trade Commission recently reported that adults at least 60 years old reported losing $2.4 billion to scammers in 2024. And that’s just people who knew—and took the time— to report a financial scam. The agency estimates that total losses could be more than $80 billion.