Category Archives: Saving

Investing, Saving · April 12, 2023

Investing for Your Long-Term Goals

I am well aware that investing has been quite a challenge lately. We went through a painful bear market for most of 2022. And after an encouraging 7% rally this past January, the S&P 500 gave back more than half…

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Annuities, Investing, Retirement, Saving · April 12, 2023

Podcast Episode – Ask Suze & KT Anything: To Remodel or Not To Remodel?

On this episode of Ask Suze & KT Anything, Suze answers questions about waiting to take Social Security, transferring from a ROTH to an annuity, inherited IRAs, RMDs and more!

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Annuities, Investing, Saving · April 8, 2023

Podcast Episode- Suze School: Understanding Annuities

Suze does not hate all annuities. Today’s Suze School is a lesson on the different types of annuities and which ones might be a good option for you and definitely which types to avoid.

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Debt, Investing, Saving · April 5, 2023

A Smart Financial Strategy for 2023

When it comes to building financial freedom, I’ve always found it so interesting that people tend to put all their energy into figuring out how to make money and don’t give enough attention to protecting their money and their household…

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Annuities, Insurance, Investing, Saving, Stocks/Bonds/ETFs · April 5, 2023

Podcast Episode – Ask Suze & KT Anything: When Are Annuities a Good Investment?

Listen to Podcast Episode:On this episode of Ask Suze & KT Anything, Suze answers questions about when to take distributions, insurance, CDs, trusts and more!

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Home & Renters Insurance, Saving · April 1, 2023

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

Today’s Suze School podcast is a lesson on how to figure out your real net worth. What happens if a disaster strikes and your home is lost or the Stock Market goes down?

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Annuities, Debt, Investing, Saving · March 29, 2023

How to Keep Your Savings Safe

The failure of Silicon Valley Bank a few weeks ago has created plenty of anxiety.

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Investing, Saving, Stocks/Bonds/ETFs · March 25, 2023

Podcast Episode – Suze School: Understanding the Difference Between Money Market Funds and Accounts

Listen to Podcast Episode:For this Suze School episode, Suze gives us a lesson in understanding a Money Market Account and a Money Market Fund. Podcast Transcript: 00:00:28 Suze: March 26, 2023.

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Debt, Stocks/Bonds/ETFs, Student Loans · March 22, 2023

Podcast Episode – Ask Suze & KT Anything: How Do I Break Up With My Financial Advisor?

On this episode of Ask Suze & KT Anything, Suze answers questions about settling student loan debt in default, trust beneficiaries, mortgage interest, cost of living adjustments and more!

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