Category Archives: retirement

Annuities · July 10, 2024

3 Easy Financial Housekeeping Tasks with a Big Payoff

The slowed-down pace of summer for many of us makes it an ideal time to tackle some important financial housekeeping tasks. No heavy lifting, but rather, some quick check-ins on your financial life to make sure everything is as you…

Read Now ›

retirement, social security · June 26, 2024

A Taxing Reality of Retirement

Once you start collecting your Social Security benefit, there’s a strong possibility you may owe income tax on a chunk of your benefit. The Internal Revenue Service says more than 25 million tax returns for the 2022 tax year reported…

Read Now ›

Roth Accounts · June 19, 2024

Here’s Why Your Teen Should Open a Roth IRA

There is no more lucrative financial move than to have a teenager or young adult open a Roth IRA. Now I know that may be a hard sell.

Read Now ›

investing, retirement, Roth Accounts · May 29, 2024

Podcast Episode – Ask KT & Suze Anything: Can I Afford to Have a Baby?

On this edition of Ask KT and Suze Anything, Suze answers questions about RMDs, ROTHs, investing in art and wine. Plus, a “Can I Afford It?”  quizzy and so much more!

Read Now ›

Annuities, retirement · May 25, 2024

Podcast Episode – Suze School: Understanding Variable Annuities

For this Suze School episode, Suze explains the intricacies of variable annuities why you should think twice before you purchase one inside of a retirement account.

Read Now ›

health insurance, medicare, retirement · May 22, 2024

How to Avoid Higher Medicare Costs

For the next few years, a record number of Americans will be turning 65 years old, which also happens to be the year that Medicare eligibility starts.

Read Now ›

investing, retirement · May 22, 2024

Podcast Episode – Ask KT & Suze Anything: Is It Too Late to Buy a Home?

On this edition of Ask KT and Suze Anything, Suze answers questions about buying and cashing in bonds, choosing an ETF home buying, plus a “Should I Do It?”  quizzy and so much more!

Read Now ›

IRAs/401(k)s, retirement · May 18, 2024

Podcast Episode – Suze School: It’s Never Too Late To Fix a Mistake

For this Suze School episode, Suze reads an email from a listener who wants to retire, but it may not be the right time. Is it too late to change the plan?

Read Now ›

credit cards, debt, Roth Accounts · May 15, 2024

Podcast Episode – Ask KT & Suze Anything: Should We Buy or Rent When We Retire?

On this edition of Ask KT and Suze Anything, Suze answers questions about ROTHs, IRA contributions, spousal credit card debt, plus a “Should I Do It?” quizzy and so much more!

Read Now ›