Category Archives: Long Term Care

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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Long Term Care, Retirement · March 12, 2025

Are You Underestimating This Key Retirement Need?

Dreaming about your future is one thing. But planning for it is an entirely different matter. One is about hopes and wishes, the other is about making smart decisions today that will give you the most secure and content tomorrows.

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Insurance, Long Term Care · June 28, 2023

Setting Your Family up for Caregiving Success

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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Estate Planning, Insurance, Investing, IRAs/401(k)s, Long Term Care, Portfolio Management, Retirement, Saving · April 26, 2023

Podcast Episode – Ask Suze & KT Anything: Don’t Feel Embarrassed or Scared

On this Ask Suze and KT Anything episode, Suze answers questions about gifted IRAs, I Bonds, long term care insurance, updated wills, logistics of moving away from a financial advisor and more.

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Health Insurance, Long Term Care, Retirement · December 7, 2022

Podcast Episode – Ask Suze & KT Anything: Money Matters of The Heart

Listen to Podcast Episode:Today’s episode features two questions you have to ask yourself, about money matters of the heart; what is the best way to buy a former partner out of a home and managing the cost of caring for…

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Estate Planning, Investing, Long Term Care, Saving, Stocks/Bonds/ETFs · August 24, 2022

Podcast Episode – Ask Suze & KT Anything: Dividends, Savings and Investing

On this episode of Ask Suze & KT Anything, Suze answers questions from you all about where to save your emergency fund, dollar cost averaging, tax credits on a home sale and more.

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Investing, Long Term Care, Retirement, Roth Accounts, Saving · August 10, 2022

How to Approach Retirement Planning

Retirement planning is a juggling act where you’re dealing with multiple risks all at the same time. How long will you live? Will the markets tumble early in your retirement?

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Insurance, Long Term Care · June 30, 2021

Do This If You’re Stressed Out

The past 18 months have certainly been a challenge in so many ways. While the exact stress points in our lives is personal, I think there is a universal prescription that can help deal with anxiety and depression.

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Long Term Care, Retirement · August 19, 2020

The Case for Long Term Care Insurance

For years I have been a big believer in the value of long-term care insurance. Many of you will live into your 90s. At some point it is reasonable to think you may need help.

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