Tag Archives: children

budgeting · November 22, 2023

How to Make Gift-Giving Generous

With Thanksgiving upon us, we are now in the heart of the holiday season, and I hope you will hold one of my most important lessons close: For a gift to be truly generous it must be as generous for…

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debt, estate planning, Portfolio Management · August 23, 2023

Podcast Episode – Ask Suze & KT Anything: Financial Infidelity

On this edition of Ask KT & Suze Anything, Suze answers questions about choosing the right financial advisor, helping grandchildren with debt, wills and more.

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Insurance, must have documents, Retirement, Roth Accounts, saving · January 12, 2022

Podcast Episode – Ask KT & Suze Anything

On this podcast of Ask KT & Suze Anything, Suze answers questions from listeners Gabrielle, Tinece, Jessica, Rebecca and more, selected and read by KT.

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Retirement · January 1, 2022

Podcast Episode – Starting The Year With Grace

For the first episode of 2022, we’ll hear about correcting unspoken hurts from our past and how we can be in the right place to start a new year.

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Emergency Funds, saving · May 6, 2021

Child Tax Credit Payments Start Soon. What’s Your Plan?

Beginning in July, most households with children under the age of 18 will begin receiving a sizable monthly check from the U.S. government. And that makes right now the best time to hatch a plan for how you will make…

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Retirement, saving · December 10, 2020

Top Way to Financially Help Adult Children

I have been hearing from so many of you who are worried about how your adult kids are faring, and will fare, in our current economy.

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credit cards · October 22, 2020

Let’s Talk About Holiday Spending…Right Now

Yes, I know the calendar says it’s only Halloween. But this is the perfect time that you and I have a serious chat about your spending budget for the upcoming holiday season.

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budgeting, Emergency Funds · September 17, 2020

What Are You Teaching Your Kids About Money Right Now?

A recent survey conducted by Schwab asked Americans what they think are the most important “lessons” parents should teach their kids.

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· May 9, 2020

Podcast Episode – Happy Mother’s Day 2020 From Suze and KT

In this special Mother’s Day 2020 podcast, Suze is joined, once again, by KT! Together, they share stories about their own moms and the lessons they learned from each.

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