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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.

Woman overwhelmed with credit card debt.

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.

Suze Orman's Women & Money Podcast

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!

2025-2026 calendar.

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.

Suze Orman's Women & Money Podcast

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.

Woman journaling with warm lighting.

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.

Happy, confident woman outside.

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.

Suze Orman's Women & Money Podcast

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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