Category Archives: Estate Planning

Estate Planning, Must Have Documents, Portfolio Management · December 17, 2020

Your Year-End Financial Checklist

I cannot wait to turn the page from 2020. You? But before we embark on what I know we all hope will be a healthier and happier year ahead, right now is a great time to make sure your finances…

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Estate Planning, Stocks/Bonds/ETFs · May 2, 2020

Podcast Episode – Suze School: Market Madness

In this podcast, Suze explains what is happening with the three markets that affect our lives the most: the real estate market (including interest rates), the stock market, and the job market.

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Estate Planning, Must Have Documents · February 27, 2020

The Best Expression of Love

Okay, I know you love your family. Yet so many of you are absolutely failing at what I consider a very important expression of that love: You haven’t yet created your four Must Have Documents.

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Estate Planning, Investing, Must Have Documents, Social Security, Stocks/Bonds/ETFs · February 20, 2020

Here’s How to Plan For a Longer Life

One of the reasons I was eager to write The Ultimate Retirement Guide for 50+ is because today’s retirement is so very challenging.

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Estate Planning, Investing · January 22, 2020

Podcast Episode – Ask Suze Anything

Listen to Podcast Episode: In this real estate podcast of Ask Suze Anything, we hear questions from Women & Money listeners Suzanne, Emily, and Kate.

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Estate Planning, Must Have Documents · November 21, 2019

Why a Will Is Not Enough

I get asked all the time “If I have a will, why do I need anything else?” So, I want to take this time to tell you why a will is not enough.

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Estate Planning, Investing, Retirement, Saving · July 6, 2019

Podcast Episode – Suze & KT’s Formula For Financial Harmony

In this special episode of Women & Money, Suze introduces you to a very special person, her spouse, KT! Suze and KT share how they live together and make their financial decisions.

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Estate Planning, Must Have Documents · May 25, 2019

Podcast Episode – How To Truly Honor Your Money

Listen to Podcast Episode:On this Memorial Day Weekend, Suze offers a priceless message of gratitude and a new way to think about the money that you inherit as well as the money that one day will be inherited from you.

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Estate Planning, Must Have Documents · December 20, 2017

Financial Caregiving: How Every Parent Must Help Their Adult Children

More than 90 percent of people who provide caregiving support to a loved one help out with the financial stuff, according to a recent survey.

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