Tag Archives: investing

Investing, Saving, Stocks/Bonds/ETFs · April 26, 2023

Certificates of Deposit 101

The sharp rise in interest rates manufactured by the Federal Reserve over the past year to address inflation has one semi-silver lining: you can now earn more interest on bank and credit union savings accounts, and certificates of deposit (CDs),…

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Estate Planning, Insurance, Investing, IRAs/401(k)s, Long Term Care, Portfolio Management, Retirement, Saving · April 26, 2023

Podcast Episode – Ask Suze & KT Anything: Don’t Feel Embarrassed or Scared

On this Ask Suze and KT Anything episode, Suze answers questions about gifted IRAs, I Bonds, long term care insurance, updated wills, logistics of moving away from a financial advisor and more.

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Home Loans, Investing, Retirement, Roth Accounts · April 22, 2023

Podcast Episode – Ask Suze & KT Anything: Why Did My Credit Score Drop?

Listen to Podcast Episode:On this special Sunday episode of Ask KT and Suze Anything, Suze answers questions about Robo advisors, Roths for minors, the real value of a home, resetting a retirement account, plus a heartfelt quizzie and more.

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Investing, Retirement, Saving · April 19, 2023

Women & Retirement

Recent research from T. Rowe Price was short on good news for the retirement prospects of women.

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Investing, Saving · April 19, 2023

Podcast Episode – Suze School: To Buy or Not To Buy… I Bonds

Listen to Podcast Episode:Do you invest for dividends or growth? On this special Thursday edition of Suze School, Suze gives us an update on energy stocks and then we get a lesson on whether or not now is a good…

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Investing, Retirement, Roth Accounts, Saving · April 15, 2023

Podcast Episode – Suze School: Revisiting The Five Year Rule For Roth Retirement Accounts

Since so many listeners are still writing Suze with questions about the Five Year Rule in relation to ROTHs, we’re replaying this Suze School from February 2022, about the rule.

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Investing, Saving · April 12, 2023

Investing for Your Long-Term Goals

I am well aware that investing has been quite a challenge lately. We went through a painful bear market for most of 2022. And after an encouraging 7% rally this past January, the S&P 500 gave back more than half…

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Annuities, Investing, Retirement, Saving · April 12, 2023

Podcast Episode – Ask Suze & KT Anything: To Remodel or Not To Remodel?

On this episode of Ask Suze & KT Anything, Suze answers questions about waiting to take Social Security, transferring from a ROTH to an annuity, inherited IRAs, RMDs and more!

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Annuities, Investing, Saving · April 8, 2023

Podcast Episode- Suze School: Understanding Annuities

Suze does not hate all annuities. Today’s Suze School is a lesson on the different types of annuities and which ones might be a good option for you and definitely which types to avoid.

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