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Author Archives: admin

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Skip This Workplace Benefit

health insurance, insurance, life insuranceBy adminOctober 29, 2025

If you, or someone you know, is enrolled in a Medicare Advantage plan, it is incredibly important to carefully review what is in store for 2026.

Podcast Episode – Can I Retire Next Year?

investing, podcast, retirement, Wills & TrustsBy adminOctober 25, 2025

On this Ask Suze & KT Anything episode, KT asks Suze your questions about trusts, the right investment options, giving money to children and so much more.

Podcast Episode – Can I Retire Next Year?

retirementBy adminOctober 25, 2025

On this Ask Suze & KT Anything episode, KT asks Suze your questions about trusts, the right investment options, giving money to children and so much more.

Don’t Skip This Great Retirement Benefit

retirement, Roth AccountsBy adminOctober 22, 2025

If you have a retirement plan through work, chances are your employer offers a great option. Yet, for reasons I can’t understand, you aren’t signing up for this great option.

Podcast Episode – The Certainty of Uncertainty

Stocks/Bonds/ETFsBy adminOctober 11, 2025

This Suze School episode dives into how uncertainty drives volatility in the stock market. Despite what’s happening now, you don’t need to panic about market dips, especially if you are  dollar-cost averaging into quality stocks.

Podcast Episode – Ask KT & Suze Anything: Should I Take Money From an IRA to Pay Off Credit Card Debt?

credit cards, Portfolio Management, retirementBy adminJuly 16, 2025

On this Ask Suze & KT Anything episode, KT asks Suze questions from you about adding a partner’s name to credit cards and utilities, taxes on retirement accounts and financial advisor fees.

Podcast Episode: Ask KT & Suze Anything: Throwing Money At a Problem Does Not Always Solve It.

home loans, IRAs/401(k)s, must have documentsBy adminJune 28, 2025

On this Sunday edition of Ask Suze & KT Anything, KT asks Suze questions from you about paying off a HELOC, rolling over a 401(k) and where you should keep your Must Have Docs.

medicare

Medicare News You Need to Know

medicare, retirementBy adminSeptember 18, 2024

If you or a loved one is enrolled in Medicare, it’s important to stay on top of developments. Too often, people enroll and then stop paying attention to the plan they are enrolled in, or just accept whatever they are told their coverage will be during each annual renewal period.

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Setting Your Family up for Caregiving Success

insurance, Long Term CareBy adminJune 28, 2023

I need to talk to those of you in your 50s and 60s about what you need to do today to make sure you protect your loved ones from caregiving financial distress.

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