Category Archives: Must Have Documents

Estate Planning, Must Have Documents, Wills & Trusts · August 20, 2026

Make Sure Your Spouse Knows What To Do

I realize thinking about your spouse or partner dying isn’t anyone’s idea of a fun time. But what should make you even more uncomfortable is not doing the advance planning today to make the transition for the surviving spouse as…

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Estate Planning, Long Term Care, Must Have Documents, Wills & Trusts · July 9, 2026

What Every Daughter Deserves

We all know that caregiving for elderly parents typically falls more on daughters. New research shows just how draining that can be. In the three years surrounding the death of a parent with dementia, an adult daughter was 28% more…

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Must Have Documents, Podcast, Saving, Wills & Trusts · February 12, 2026

Podcast Episode – My Husband Wants To, But I Don’t

In this Ask KT & Suze Anything episode, Suze answers your questions about fraud at TreasuryDirect.gov, investing in the company you work for, when it’s time to get a financial advisor and so much more. Listen to Podcast Episode:  …

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Credit & Debt, Debt, Estate Planning, Home Loans, Must Have Documents, Podcast, Wills & Trusts · February 5, 2026

Podcast Episode – Advice For Buying Your First Home, Late in Life

In this episode of Ask KT and Suze Anything, Suze answers your questions about inheritance, debt collections, buying a home when one is in their 50s and so much more! Listen to Podcast Episode:   Podcast Transcript: KT: OK, everybody,…

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Financial Planning, Must Have Documents · January 15, 2026

How to Make a Family Financial Fraud Plan

Older adults have become a favorite target for financial scammers. The Federal Trade Commission recently reported that adults at least 60 years old reported losing $2.4 billion to scammers in 2024. And that’s just people who knew—and took the time—…

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Must Have Documents, Portfolio Management, Saving · October 4, 2025

Podcast Episode – Do You Have Faith In Who You Are?

On this Sunday Ask Suze & KT Anything episode, KT asks Suze your questions about the best way to start saving money (at any age), handling your financial advisor, leaving real-estate to your children, and so much more.

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Must Have Documents, Roth Accounts · September 24, 2025

Podcast Episode – Is Now a Good Time to Refinance My Mortgage?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about funding your trust, the Must Have Docs, Roths, and so much more.

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Home Loans, Must Have Documents, Social Security · August 27, 2025

Podcast Episode – What Should I Do With my 401(k) When I Retire?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about paying off your mortgage, survivor Social Security benefits, why you need the full suite of Must-Have-Documents and so much more.

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Annuities, Must Have Documents · August 20, 2025

Podcast Episode – Don’t Take Investment Advice From a Friend

On this Ask Suze & KT Anything episode, KT asks Suze your questions about preparing for the what-if’s of life, what happens with your trust when you move, protecting your identity and so much more.

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