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Author Archives: admin

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How to Make the Most of Your Tax Refund

How to Make the Most of Your Tax Refund

Car Insurance, Credit & Debt, Emergency Funds, health insurance, insurance, savingBy adminJanuary 22, 2026

You may have a welcome surprise when you file your federal tax return for the 2025 tax year: a refund, even if you don’t typically get one, or a bigger refund if you tend to overpay your taxes and get some money back after filing.   Last summer, Congress passed new legislation that changed the…

How to Make a Family Financial Fraud Plan

How to Make a Family Financial Fraud Plan

Financial Planning, must have documentsBy adminJanuary 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.

How to Tackle Credit Card Debt in 2026

Credit & Debt, credit cards, debtBy adminJanuary 7, 2026

As we settle into the new year, I want to make sure that those of you with credit card debt are not falling into a hurtful cycle of shame and blame.

Podcast Episode – Suze’s Mega Retirement Plan Strategy For 2026

retirement, Roth AccountsBy adminJanuary 3, 2026

On this Suze School, we get a review on the basics of Roth retirement accounts and Suze goes over the new 2026 contribution limits.  Then, Suze explains how a new rule around employer sponsored Roths can help you build up a massive tax free retirement account!

3 Money Moves to Kick-Off 2026

Emergency Funds, IRAs/401(k)s, Roth AccountsBy adminDecember 31, 2025

I am sending big, heartfelt wishes that the coming year brings you health and (more) happiness. And the time to spend with those you love. That is what matters most.

Podcast Episode – There is Something I Want to Say to You Older Folks

podcast, social securityBy adminDecember 24, 2025

For this special Christmas Day episode, Suze and KT reveal a major change in their lives and pass along some great advice about getting older.

The Top Financial Goal for a Secure Future

Emergency FundsBy adminDecember 24, 2025

As we welcome Christmas and move through the heart of the holiday season, I am sending you the biggest wishes for happiness and health.

A Simple Step for a Stronger Retirement

retirementBy adminDecember 17, 2025

I spend a lot of time helping you make the right savings and spending decisions to build financial security. And I plan on doing more of that in 2026.

Podcast Episode – What Happens When Trust Is Lost

podcast, retirementBy adminDecember 17, 2025

On this edition of Ask KT & Suze Anything, Suze answers your questions about spouses who won’t communicate about money, title theft, inherited IRAs and so much more!

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