Category Archives: retirement

life insurance, Roth Accounts · January 20, 2024

Podcast Episode: Suze School: What I Really, Really Want You To Know

In this episode of Suze School, Suze reviews why you need a Roth retirement account, why you don’t need whole life insurance and she shares a personal story about the importance of dental savings plans.

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retirement, Roth Accounts · January 13, 2024

Podcast Episode – Suze School: A Different Way To Think About Your Future

On this episode, Suze teaches a lesson on a different way to think about your retirement accounts.  What are the pros and cons of a 401k, versus an investment account?

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Emergency Funds, Portfolio Management, Roth Accounts, saving · January 10, 2024

How You Can Make 2024 Less Stressful

The recent economic news that inflation has now slowed down is indeed great news, but it doesn’t erase all the pain that sharply rising prices in 2021 and 2022 have caused.

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life insurance, Roth Accounts · January 10, 2024

Podcast Episode – Ask KT & Suze Anything: Did I Give The Wrong Advice?

For this episode of Ask KT and Suze Anything, Suze answers questions about HSAs, 401(k)s, life insurance and more. Listen to Podcast Episode: Podcast Transcript: Suze: January 11th, 2024.

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retirement · January 3, 2024

How to Boost Your Retirement Security

First things first my friend: I am sending you heartfelt wishes for a year of health and happiness. That is my wish for all of us 365 days a year.

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credit cards, Emergency Funds, retirement, saving · December 27, 2023

The Best 2024 Financial Resolutions

I hope you are ending this year in stronger financial shape than you began. And it is my wish for each of you that 2024 is a year of building more financial security.

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retirement · December 20, 2023

Should You Give Your Kids Financial Gifts?

One in four homebuyers under the age of 30 said they got help with the down payment from their parents, according to a Redfin survey.

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retirement, Roth Accounts · December 13, 2023

Roth 401ks Just Got Even Better

If you have a workplace retirement plan, chances are it now offers you the choice to save in a traditional or a Roth account.

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debt, investing, must have documents, social security · December 13, 2023

Podcast Episode – Ask KT & Suze Anything: Is It Time To Be Conservative With My Investments?

On this episode of Ask KT & Suze Anything, Suze answers your questions about getting out of debt, collecting a late spouse’s Social Security, funding your trusts and more.

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