Category Archives: Retirement

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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Retirement, Roth Accounts, Saving · December 6, 2023

My Roth IRA Challenge for 2024

You can contribute more to an IRA next year. And I hope you will. For 2024, the maximum contribution is $7,000 if you are younger than age 50.

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Investing, IRAs/401(k)s · December 6, 2023

Podcast Episode – Ask KT & Suze Anything: Is My Father In Love With a Gold Digger?

On this episode of Ask KT & Suze Anything, Suze answers your questions about understanding investment terminology, managing your retirement accounts and more. Listen to Podcast Episode: Podcast Transcript: KT: Good morning, Suze.

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Retirement · November 29, 2023

Keep Your Retirement Secure When Changing Jobs

More than 80% of Gen Z workers recently surveyed said changing jobs is central to their career strategy. The big reasons stated are to acquire new skills, take on new challenges, and seek out jobs that align with their values.

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Investing, Medicare, Must Have Documents, Saving · November 29, 2023

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

On this episode of Ask KT & Suze Anything, Suze answers your questions about the "Must Have Docs", stocks in trusts, investments, dental savings plans and more.

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Retirement, Roth Accounts, Saving · November 15, 2023

Are You On Track for Retirement?

Saving for retirement is a big challenge. But the even bigger challenge is whether you are saving enough. There are all sorts of factors that go into figuring out how much you will need to have saved up by retirement…

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IRAs/401(k)s, Retirement · November 8, 2023

Avoid This Common 401k Mistake Couples Make

If you and your spouse both contribute to a retirement plan offered through work, a new report says you may be leaving money on the table.

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