Category Archives: Insurance

Emergency Funds, Health Insurance, Insurance, Saving · March 12, 2026

The Overlooked Risk in Your Health Insurance Plan

You know my rule is to always hope for the best and plan for the worst. When it comes to your health, I think many of you may not be carefully planning for a year (or more) where you have…

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Budgeting, Emergency Funds, Health Insurance, Insurance, Saving · February 19, 2026

Don’t Just Worry About Your Job Security

According to a recent Gallup survey, 6 in 10 of us expect unemployment to rise in 2026. That means that 6 in 10 of us are likely anxious about our jobs. Deep breath, my friends. Worry is human. The challenge…

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Car Insurance, Car Loans, Credit & Debt, Financial Planning, Insurance, Saving · February 5, 2026

A Car Expense That Can Save You Money

If your household relies on a car, or two, to function, I think one of the smartest financial moves you can make this year is to spend money on car maintenance. The longer you can keep your car humming and…

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Car Insurance, Credit & Debt, Emergency Funds, Health Insurance, Insurance, Saving · January 22, 2026

How to Make the Most of Your Tax Refund

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…

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Life Insurance, Medicare · October 30, 2025

Skip This Workplace Benefit

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.

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Health Insurance, Insurance, Life Insurance · October 29, 2025

Skip This Workplace Benefit

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.

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Health Insurance · October 8, 2025

Don’t Make This Health Insurance Mistake

In the coming weeks, many of you who have health insurance through your job will receive notice that it is “Open Enrollment” season: a window, typically lasting a few weeks, when you can update your benefits for 2026.

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Health Insurance · September 3, 2025

Prepare for Rising Healthcare Costs

Since 2021, there has been an expanded federal tax credit that reduced the out-of-pocket premium cost for health insurance plans offered through the Affordable Care Act (ACA) marketplace.

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Long Term Care, Roth Accounts · March 19, 2025

Podcast Episode – Ask KT & Suze Anything: Do You Know The Difference Between Aristocrat and King Stocks?

For this Ask KT & Suze Anything edition, Suze answers your questions about the Pro-Rata Rule, long term care insurance, and transfer on death deeds. Plus, learn the difference between Aristocrat and King stocks and more!

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