Category Archives: Must Have Documents

Must Have Documents · March 27, 2024

A Financial Move That Can Protect Those You Love

I know the last thing you ever want to cause is financial stress for your loved ones. With that in mind, I am going to ask you to take a deep breath and listen to me with an open mind…

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Annuities, Emergency Funds, Must Have Documents · March 20, 2024

Podcast Episode – Ask KT & Suze Anything: Don’t Feel Doomed With Your Money

On this edition of Ask KT and Suze Anything, Suze answers questions about investing for a 90 year old parent, paying for a family emergency, why you need a will and trust and so much more.

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Must Have Documents · February 6, 2024

Must Have Documents Online Program

For decades, I have been saying the #1 way to protect your financial future is to create your Must Have Documents.

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Credit Cards, Must Have Documents, Saving · January 17, 2024

Podcast Episode – Ask KT & Suze Anything: How Do I Avoid a Hit to my FICO Score?

For this episode of Ask KT and Suze Anything, Suze answers questions about CD maturities, correcting mistakes, caregiving and so much more. Listen to Podcast Episode: Podcast Transcript: Suze: January 18th, 2024.

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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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Investing, Medicare, Must Have Documents, Saving · November 29, 2023

Podcast Episode – Ask KT & Suze Anything: Should We Buy or Rent?

On this episode of Ask KT & Suze Anything, Suze answers your questions about the "Must Have Docs", stocks in trusts, investments, dental savings plans and more.

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Estate Planning, Must Have Documents · September 9, 2023

Podcast Episode – Suze School: Making Finances a Family Affair

For today’s Suze School, Suze announces a new program designed to help your children learn how to save money and be rewarded for doing so.

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Estate Planning, Must Have Documents · July 6, 2023

Revocable Living Trust – Do You Need One?

As I often talk about on my Women & Money podcast, having a revocable trust in place is one of the most important things you can do to protect yourself and your family.

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Emergency Funds, Must Have Documents, Stocks/Bonds/ETFs, Student Loans · March 1, 2023

Podcast Episode – Ask Suze & KT Anything: Overcome Your Fear of Money

Listen to Podcast Episode:On this episode of Ask Suze & KT Anything, Suze answers questions about dollar cost averaging, rebuilding an emergency fund, remaining financially independent, secure and more.

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