financial security Archives

Emergency Funds · December 24, 2025

The Top Financial Goal for a Secure Future

As we welcome Christmas and move through the heart of the holiday season, I am sending you the biggest wishes for happiness and health.

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Podcast, Retirement · December 17, 2025

Podcast Episode – What Happens When Trust Is Lost

On this edition of Ask KT & Suze Anything, Suze answers your questions about spouses who won’t communicate about money, title theft, inherited IRAs and so much more!

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Annuities, Stocks/Bonds/ETFs · May 21, 2025

Podcast Episode – Ask KT & Suze Anything: Will I Really Be Able To Retire?

On this new edition of Ask KT and Suze Anything, Suze answers questions about Bitcoin, annuities, finding balance and so much more. Listen to Podcast Episode: Podcast Transcript: Suze: May 22, 2025.

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Annuities, Budgeting, Saving, Stocks/Bonds/ETFs · May 17, 2025

Podcast Episode – Suze School: Savings vs. Consumption

In this episode, Suze talks about how savings versus consumption will help you feel secure, which leads to true wealth. She’ll cover what’s happening in the Stock Market and outline why compounding in your investments and having focus will get…

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Emergency Funds · April 23, 2025

Don’t Just Worry About a Recession. Prepare.

The economic fallout from a change in U.S. tariffs on imported goods and services has already sent stock values tumbling, caused turmoil in the bond market, and pushed down the value of the U.S.

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Annuities · July 10, 2024

3 Easy Financial Housekeeping Tasks with a Big Payoff

The slowed-down pace of summer for many of us makes it an ideal time to tackle some important financial housekeeping tasks. No heavy lifting, but rather, some quick check-ins on your financial life to make sure everything is as you…

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· July 3, 2024

How to Declare Your Financial Independence

Today being July 4th has me thinking not only about our national Independence Day, but also the personal financial independence that I want each and every one of you to create for yourself.

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· February 21, 2024

How to Help Your Kids Without Hurting Yourself Financially

According to a new survey from the Pew Research Center, many young adults are still reliant on a parent for financial help. Just 45% of young adults between the ages of 18-34 say they are completely financially independent.

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Stocks/Bonds/ETFs · February 14, 2024

Podcast Episode – Ask KT & Suze Anything: Why Don’t I Feel Empowered By My Money?

For this episode of Ask KT and Suze Anything, Suze answers questions about feeling secure in financial decisions, homes in trusts, leasing a car and so much more.

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