Category Archives: social security

retirement, saving, social security · November 27, 2024

How to Ace Retirement Planning: A Thanksgiving Perspective

As we gather around the table this Thanksgiving, reflecting on what we're grateful for often leads us to think about the future—and how to make it as secure and fulfilling as possible.

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social security · November 23, 2024

Podcast Episode – Suze School: Serious Things To Think About

Suze starts by asking us to think about the power of our words, specifically “can” and “can’t.” Then, Suze tells us what we need to think about, with regards to Social Security and how we can best secure our financial…

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retirement, social security · November 6, 2024

Social Security Updates for 2025

For those of you collecting your Social Security retirement benefit, your monthly payment will be 2.5% higher beginning in January. That increase is to account for inflation.

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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…

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social security · May 1, 2024

Podcast Episode – Ask KT & Suze Anything: At Least Three of the Biggest Mistakes You Can Never Afford To Make

On this edition of Ask KT and Suze Anything, Suze tells you how to avoid some of the biggest mistakes you can never afford to make, plus answers to questions about Social Security, trusts, prenups and so much more!

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retirement, social security · March 20, 2024

Navigating When to Claim Social Security

I so wish your retirement didn’t require you to make big decisions that will have an outsized impact on your financial security throughout your retirement. But that’s not the system we have.

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credit cards, investing, social security · March 16, 2024

Podcast Episode – Ask KT & Suze Anything: Can I Use my HSA While I’m on Medicare?

On this special Sunday edition of Ask KT and Suze Anything, Suze answers questions about when to collect Social Security, credit cards for teenagers, LIRPs as investments and so much more.

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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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social security · October 18, 2023

Will You Owe Tax on Your Social Security Benefit?

I know that for many of you nearing retirement, your Social Security benefit will be a significant source of monthly income. That makes it extra important to understand whether you might owe income tax on your benefit.

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