Category Archives: Retirement

Financial Planning, Retirement · April 23, 2026

Women and Finances After 65

I need to have a frank chat with those of you at least 65 or so years old, who are married to a man, or in a long-term relationship where your finances are intertwined. I wish you continued years of…

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Emergency Funds, Roth Accounts, Saving · March 26, 2026

Reduce Your Financial Stress Week by Week

If you feel financially stressed, you’re not alone. More than 7 in 10 people surveyed in 2025 by the Employee Benefit Research Institute said thinking about their financial future was stressing them out. And there was the same amount of…

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Retirement · March 5, 2026

Avoid This Hidden Cost of Aging in Place

Staying put is a very popular retirement strategy. And I totally understand that many of you want to stay in the home that you live in, rather than downsize or move someplace else. But from a financial standpoint, it can…

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Budgeting, Credit & Debt, Credit Cards, Emergency Funds, Roth Accounts, Saving · February 26, 2026

Make Your Tax Refund Work for You

I want you to know that financial experts are expecting your household to be a big boost for the economy this year. My hope is that you will be smart and not behave as expected without careful consideration. Here’s what…

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Emergency Funds, Financial Planning, Retirement, Saving · February 12, 2026

Surprise Retirement Costs You Need to Plan For

By the time you get to retirement, you will have decades of experience knowing that life often throws unexpected expenses in your path. But a new study reports that most retirees aren't financially prepared for handling these unplanned expenses. According…

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Investing, Podcast, Retirement, Roth Accounts, Social Security, Stocks/Bonds/ETFs · January 29, 2026

Podcast Episode – Is It Better To Own Actual Gold In My IRA Or In An ETF?

On this episode of Ask KT & Suze Anything, Suze answers your questions about Roth conversions, where the best place to own gold might be and leaving property to children.  Plus, Social Security benefits after an annulment and more. Listen…

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IRAs/401(k)s, Podcast, Retirement, Roth Accounts, Saving · January 22, 2026

Podcast Episode – Three Rules That Beat Budgeting

On this episode of Ask KT & Suze Anything, Suze answers your questions about giving to charity, pensions and back door Roths.  Plus three rules to make better financial decisions and so much more. Listen to Podcast Episode:   Podcast…

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Investing, Podcast, Retirement · January 18, 2026

Podcast Episode – How To Make Wise Financial Decisions

On this Suze School, we’ll learn how fear sometimes drives many of our financial decisions, especially for those in or near retirement.  Suze explains several steps we can take to overcome that fear and make better choices with our money.…

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Estate Planning, IRAs/401(k)s, Podcast, Retirement, Roth Accounts, Social Security, Wills & Trusts · January 15, 2026

Podcast Episode – Can My Spouse Fund My Roth?

On this episode of Ask KT & Suze Anything, Suze answers your questions about being an executor, collecting ex-spouses social security, accessing your Roth 401k, while living abroad and so much more. This episode has been updated and corrected since…

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