Category Archives: Wills & Trusts

estate planning, must have documents · February 18, 2021

Two Key Steps to Protect Yourself

As you know, I am passionate that the most generous gift you owe to yourself is to have a few essential legal documents in place to protect yourself, and your loved ones.

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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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insurance, life insurance, must have documents, student loans · August 5, 2020

Podcast Episode – Best Of: Ask Suze Anything Live From The Apollo Theater

For this Ask Suze Anything, we present the question and answer part of Suze’s appearance at the legendary Apollo Theater in Harlem, NY, as part of the Women of The World Festival on March 16, 2019.

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must have documents · July 9, 2020

More Than Half of Americans Make This Huge Mistake. Are You?

Fifteen year ago a Gallup poll reported that only 40% of American adults had a living will. When Gallup asked the same question this past May, not that much was different: only 45% of adults say they have a living…

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IRAs/401(k)s, must have documents · May 6, 2020

Podcast Episode – Ask Suze Anything: Become a Suze Ambassador And Earn Money

Listen to Podcast Episode: In this podcast, Suze unveils the new Suze Ambassador Program. Podcast Transcript: May 7, 2020, and today's podcast is Asked Suze Anything, and do you want to know what you're all asking me?

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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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must have documents · April 25, 2020

Podcast Episode – What Is The True Source Of Power

Listen to Podcast Episode: In this podcast, Suze shares a story about losing electricity at her home before an important remote speaking engagement. Podcast Transcript: April 26, 2020.

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must have documents · April 16, 2020

How to Help Calm Your Fears Right Now

It’s not exactly news that I have long been recommending/suggesting/begging you to make sure you have protected yourself and your loved ones by creating the MUST HAVE™ Documents: a will, a living revocable trust, a financial power of attorney, and…

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credit cards, debt, must have documents, retirement, social security · March 4, 2020

Podcast Episode – Ask Suze Anything

In this podcast of Ask Suze Anything, we hear questions from Women & Money listeners Doris, Denise, Norma, Brent, Lisa, Cynthia, Mary, Ashley and Tyler, Kristie, and Anonymous.

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