Tag Archives: retirement

Retirement · February 7, 2024

What to Do If You Don’t Downsize Ahead of Retirement

The housing market is a challenge for everyone right now. Higher mortgage rates make it even harder for younger potential buyers who need to borrow to buy a home.

Read Now ›

Retirement, Roth Accounts, Saving, Stocks/Bonds/ETFs · February 7, 2024

Podcast Episode – Ask KT & Suze Anything: Moved By Intuition

For this episode of Ask KT and Suze Anything, Suze answers questions about investing for the first time, taking money out for retirement, how CD rates are set, starting over saving money, and so much more.

Read Now ›

Retirement, Roth Accounts · February 3, 2024

Podcast Episode – Suze School: Clearing Up The Roth 5 Year Rule

On this Suze School, Suze responds to the multitude of emails she’s received asking for a deeper diver into the five year rule for Roth IRAs.

Read Now ›

IRAs/401(k)s, Life Insurance, Retirement · January 31, 2024

Podcast Episode – Ask KT & Suze Anything: Everything is Relevant at Some Point

For this episode of Ask KT and Suze Anything, Suze answers questions about planning your retirement, long term care insurance, home buying, and so much more.

Read Now ›

Emergency Funds, Retirement, Roth Accounts · January 27, 2024

Podcast Episode – Suze School: What You Need To Know About The 55 or Older Rule

On this Suze School, we get a lesson on how to stay financially healthy by accessing money in our retirement accounts, if we are under 59 and a half.

Read Now ›

Retirement, Student Loans · January 24, 2024

A New Workplace Benefit For Those With Student Loans

I have some very good news for anyone who is finding it hard to juggle paying back federal student loans and simultaneously saving for retirement.

Read Now ›

Credit Cards, Retirement · January 24, 2024

Podcast Episode: Ask KT & Suze Anything: Create The Life You Want and Deserve

For this episode of Ask KT and Suze Anything, Suze answers questions about retirement accounts, securing your information, keeping or selling a car and much more.

Read Now ›

Retirement, Roth Accounts · January 13, 2024

Podcast Episode – Suze School: A Different Way To Think About Your Future

On this episode, Suze teaches a lesson on a different way to think about your retirement accounts. What are the pros and cons of a 401k, versus an investment account?

Read Now ›

Retirement · January 3, 2024

How to Boost Your Retirement Security

First things first my friend: I am sending you heartfelt wishes for a year of health and happiness. That is my wish for all of us 365 days a year.

Read Now ›