Category Archives: Retirement

Emergency Funds, IRAs/401(k)s, Retirement · August 24, 2022

Why Your 401k Statement Got Updated

Your latest quarterly 401k statement likely includes some new information that can be quite an eye-opener. For eons, your 401k statement has shown the total value of your investments.

Read Now ›

Portfolio Management, Retirement, Saving · August 17, 2022

How to Create a Four-Part Financial Plan

According to a recent survey by Northwestern Mutual, people who invest time in financial planning are happier than those who don’t. And they sleep better.

Read Now ›

Annuities, Home Loans, Investing, Saving · August 17, 2022

Podcast Episode – Ask Suze & KT Anything: HELOCs, Trusts and Loans

On this episode of Ask Suze & KT Anything, Suze answers questions from you all about reinvesting dividends, adding children to a house title, paying for dental work, trusts loans, HELOCs and more.

Read Now ›

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?

Read Now ›

IRAs/401(k)s · August 10, 2022

Podcast Episode – Ask Suze & KT Anything: Inherited IRAs

Listen to Podcast Episode:On today’s edition of Ask Suze & KT Anything, Suze answers questions about Inherited IRAs. Podcast Transcript: 00:00:32 KT: August 11th, 2022 00:00:35 Suze: You don't even wait anymore for me to start.

Read Now ›

IRAs/401(k)s, Retirement, Saving · August 3, 2022

Important Rule Changes for Inherited IRAs

I’ve been receiving a lot of questions about inherited IRAs from my Women & Money podcast listeners.And that’s understandable, as the withdrawal rules have changed and the IRS has added to the confusion with a new proposal.Here’s what you need…

Read Now ›

Investing, Retirement, Stocks/Bonds/ETFs · August 3, 2022

Podcast Episode – Ask Suze & KT Anything: CDs, Saving for Retirement and Trusts

Back from their fishing vacation, this episode of Ask Suze & KT Anything, finds Suze answering questions about CDs, whole life insurance, figuring out if you can afford a home and more.

Read Now ›

Portfolio Management, Retirement, Saving, Student Loans · July 31, 2022

Podcast Episode – Ask Suze Anything : May 9, 2019

In this episode of Ask Suze Anything, we hear updates from two Women & Money listeners, plus Suze offers advice to Julia, Judy, Terry, and Chris.

Read Now ›

IRAs/401(k)s, Retirement · July 30, 2022

Podcast Episode – One Mistake You Can’t Afford To Make With an Inherited IRA

Listen to Podcast Episode:On today’s episode, Suze gives a brief overview of what happened in the economy this past week. Podcast Transcript: 00:00:34 Suze: July 31st, 2022.

Read Now ›