Social Security
A Taxing Reality of Retirement
Once you start collecting your Social Security benefit, there’s a strong possibility you may owe income tax on a chunk of your benefit.
Podcast Episode - Ask KT & Suze Anything: At Least Three of the Biggest Mistakes You Can Never Afford To Make
On this edition of Ask KT and Suze Anything, Suze tells you how to avoid some of the biggest mistakes you can never afford to make, plus answers to questions about Social Security, trusts, prenups
Navigating When to Claim Social Security
I so wish your retirement didn’t require you to make big decisions that will have an outsized impact on your financial security throughout your retirement. But that’s not the system we have.
Podcast Episode - Ask KT & Suze Anything: Can I Use my HSA While I’m on Medicare?
On this special Sunday edition of Ask KT and Suze Anything, Suze answers questions about when to collect Social Security, credit cards for teenagers, LIRPs as investments and so much more.
Podcast Episode - Ask KT & Suze Anything: Is It Time To Be Conservative With My Investments?
On this episode of Ask KT & Suze Anything, Suze answers your questions about getting out of debt, collecting a late spouse’s Social Security, funding your trusts and more.
Will You Owe Tax on Your Social Security Benefit?
I know that for many of you nearing retirement, your Social Security benefit will be a significant source of monthly income.
Podcast Episode - Ask Suze & KT Anything: Is Buying a Mobile Home A Good Idea?
On this Ask Suze and KT Anything episode, Suze answers your questions about dividend paying stocks, emergency funds, when to take social security, mortgages and more.
Podcast Episode - Ask Suze & KT Anything: Questions From The Community
On this Ask Suze and KT Anything episode, Suze answers questions about financial empowerment, Social Security after divorce, FICO scores, inflation and more.
Podcast Episode - Ask Suze & KT Anything: To Pay or Not To Pay
On this Ask Suze and KT Anything episode, Suze answers questions about paying off your mortgage versus taking a tax credit, Social Security after a divorce, the new FICO score rules, moving and more.
Podcast Episode - Ask Suze & KT Anything: I Have A Dilemma
On this Ask Suze and KT Anything episode, Suze answers questions about ex-spouses and Social Security, investing, gifts with strings attached, leaving money to a pet and more.
How to Approach Potential Cuts to Social Security
By now you know I am a big believer in the highest earner in a household waiting until age 70 to start collecting their Social Security benefit.
Podcast Episode - Suze School: The History of Social Security
On today’s Suze School, we get a lesson in the history of Social Security, what proposed changes may happen to the program and why it’s so important for us to start saving for retirement, now.
Inflation in 2022: The Good News
Inflation has been a big drain on household budgets for more than a year now.
Inflation Shows Why it Pays to Delay
The high rate of inflation we are experiencing right now makes a case for why Social Security is so valuable.
Podcast Episode - Inflation Strikes Again
On today’s podcast, Suze explains why the rising inflation rates means we have to be more careful with our spending. Conserving now will help us weather the storm, so we can be safe, strong, & secure.
Podcast Episode - Suze School: Protect Yourself from Rising Interest Rates
For this Suze School, we get a lesson about prime versus discount rates affecting our money.
Podcast Episode - Ask KT & Suze Anything
On this podcast of Ask KT & Suze Anything, Suze answers questions from listeners about buying versus renting, inheritance, umbrella insurance, social security after divorce and much more.
Podcast Episode - Ask Suze (and KT) Anything
On this episode of Ask KT & Suze Anything, Suze answers questions from listeners about Series I Bonds, Collecting Social Security, 401(k) matches, refinancing mortgages, finding the right financial ad
Podcast Episode - Ask KT & Suze Anything
On this podcast of Ask KT & Suze Anything, Suze answers questions from listeners about inheriting Roths, Series I Bond rates, Social Security and divorce, Elder care costs, home titles and more.
Podcast Episode - Ask KT & Suze Anything
On this podcast of Ask KT & Suze Anything, Suze answers questions from listeners about; retirement accounts, saving for a new home, managing investments, caring for special needs relatives and more.
Podcast Episode - 10 Changes That Are New in 2022
Suze starts this episode with another recap of what happened in the stock market this week.
Podcast Episode - Ask KT & Suze Anything
On this podcast of Ask KT & Suze Anything, Suze answers questions from listeners Sarah, Susan, Jenny, Marcia, Cindy, Albert and Diane, selected and read by KT. Plus, a Quizzie from Melissa.
Podcast Episode - Highlights from The Dollar of the Decades
In this episode, we’ll hear highlights from “The Dollar of the Decades” where Suze talked about how our financial needs change as we age. She explained why every dollar counts and why we need to
Podcast Episode - Ask Suze (and KT) Anything
On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Simone, Susan, Estelle, Sean, Mary, Nick, Tonya, Terri and Rita selected and read by KT.
Why You Should Delay Your Social Security Benefit
I was concerned when I recently read that just 10% of people are committed to waiting until age 70 to start claiming their Social Security benefit.
Can Your Retirement Plan Withstand Inflation?
After more than a decade of hibernation, inflation is back in our lives.
Do This If You Are Considering Early Retirement
The pandemic’s upending of our routines and the focus on the fragility of life has spurred many of us to rethink our priorities and goals.
Podcast Episode - Ask Suze (and KT) Anything
On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Yamuna, Kristen, Dianne, Amanda, Ruth, Michelle, Clara and more, all selected and read by KT.
The Retirement Risk You Must Stop Overlooking
After last year’s wild ride in the stock market, I know all of you who are near retirement or in retirement don’t need to be reminded that market risk can create problems for your long-term security.
Podcast Episode - Ask Suze (and KT) Anything
On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners selected and read by KT.
Podcast Episode - Ask Suze (and KT) Anything
On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners selected and read by KT.
Podcast Episode - Ask Suze (and KT) Anything
On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners selected and read by KT. We hear from Marque, A Big Fan, Lauren, Debbie, Julie, Deedee, and more.
Podcast Episode - Ask Suze Anything
On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners selected and read by KT. We hear from Claudia, Cecilia, Lisa, Ann, Mary Beth, another Lisa and more.
Podcast Episode - Ask Suze Anything
In this “Short & Sweet” podcast of Ask Suze Anything, Suze answers questions from Women & Money listeners selected and read by KT. We hear from Susan, Erika, Erica, Alicia, Christina, Rosie, and more.
Podcast Episode - Ask Suze Anything
In this podcast of Ask Suze Anything, Suze answers questions from Women & Money listeners (as read by KT) Susan, Jenna, Megan & Brian, Aisha, Carol, Regina, Mihala, Marisha, Anonymous, and Lisa.
Don't Rush to Take Social Security Sooner
As if we all didn’t have enough on our plate right now, I am seeing growing concern that Social Security is now more likely to go broke sooner.
Podcast Episode - Ask Suze Anything
In this edition of Ask Suze Anything, Suze answers questions from Women & Money listeners Elizabeth, Anonymous, Allison, Susan, Joan, Everett, and Tasha.
Podcast Episode - Ask Suze Anything
In this podcast of Ask Suze Anything, we hear questions and stories from Women & Money listeners Judy, Steve, Stephanie, Joan, Trish, Jim, Sophia, Suzy, and Patricia.
Podcast Episode - Ask Suze Anything - 136
In this podcast of Ask Suze Anything, we hear questions and stories from Women & Money listeners Kathleen, Tina, Sonja, Leigh, Margaret, Joan, Margaret, Sally, Kiana, Allison, and Anonymous.
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.
Here's How to Plan For a Longer Life
One of the reasons I was eager to write The Ultimate Retirement Guide for 50+ is because today’s retirement is so very challenging.
When to Begin Receiving Your Social Security Benefits
One of the biggest retirement decisions you must make is settling on when you will start receiving your Social Security retirement benefit.
Podcast Episode - Ask Suze Anything
In this rapid-fire Ask Suze Anything podcast, we hear questions from Women & Money listeners Annun, Sonia, Annie, Nicole, Anonymous, Tara, Maureen, Justin, and Chelsea.
Retirees: Make the Most of the Small 2020 Social Security Increase
In late October we will get the official announcement on the size of the inflation adjustment that will be made to Social Security retirement benefits in 2020. The increase is likely to be 1.6 percent
Podcast Episode - Ask Suze Anything
In this Ask Suze Anything podcast, we get questions about financing education from Women & Money listeners Amy, Alyssa, Pat, Don, Samantha, and Rayne.
4 Numbers Key to a Secure Retirement
I am a big fan of taking the time to pause, take in a deep breath, and slow down. It helps to calm us, and more importantly to give us the ability to look at something anew...
The Social Security Norm That is Costing You Money
By now you know that I have long advised that it is smart for the highest wage earner in a household to wait as long as possible to begin claiming Social Security retirement benefits.
Social Security Sends Another Lesson On Why Delaying Is So Important
Before the end of October, Social Security will announce the annual Cost of Living Adjustment (COLA) retirement beneficiaries will get for 2017. Or rather, what they won’t get. Because of the way the COLA is calculated the inflation adjustment is expected to be around 0.2%. Sadly, 0.2% will be better than the 2016 COLA: Zero.
4 Ways New Mortgage Rules Can Save You a Ton of Money
Whether you are buying a home or refinancing an existing mortgage, new federally required disclosure documents make it easy-yes, I said easy-to be a super smart mortgage shopper.
What You Need to Know About Social Security “Going Broke.”
You know that I think it is smart to delay taking Social Security as long as possible, so you can then receive the biggest possible Social Security payout. But I often hear from many of you that you are worried this doesn’t make sense, because you stand to lose out because Social Security is “going broke.” The going broke message is the favored phrase among politicians who are more interested in fear mongering than facts.
How to Get the Most Out of Social Security
Your Social Security retirement benefit is one of the most valuable pieces of your retirement plan. Not only will it likely account for a large portion of your income when you retire, but it also has an incredible feature: your annual benefits increase with inflation. Your 401(k) and IRAs don’t come with such a great guaranteed inflation-protection feature.
Noted Financial Adviser Suze Orman To Speak At Vet School Commencement
Personal finance guru Suze Orman has a message for college students debating whether to take out thousands of dollars in student loan debt to get a master's degree or professional degree: Make sure
Gay Americans pay more taxes for fewer rights
That nine states and the District of Columbia have legalized same-sex marriage is encouraging progress for those of us who believe that everyone deserves to have basic civil rights. But, even if every state in the country could pass a similar legislation, it would not be enough.
