Category Archives: Insurance

Home & Renters Insurance · February 5, 2025

What We Must Learn From The LA Fires

My heart is very heavy, and I am guessing yours is as well. The fires that have destroyed so much in Los Angeles, and threatened even more households are terrifying and sad.

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Home & Renters Insurance · January 15, 2025

Podcast Episode – Ask KT & Suze Anything: Navigating Your Insurance, After a Disaster

As a continuation from the last episode, Suze answers your questions related to navigating insurance after a natural disaster.

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Emergency Funds, Home & Renters Insurance · January 11, 2025

Podcast Episode – Suze School: What You Need To Do Before And After The What Ifs

Suze reflects on the devastation from the LA Wildfires. She then talks in depth about why it’s so important to plan now, for the “what ifs” of life.

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Crypto, Estate Planning, Life Insurance, Retirement · January 8, 2025

Podcast Episode – Ask KT & Suze Anything: Don’t Make the Biggest Mistake You Can Make With IRA Conversions

On this episode of Ask KT and Suze Anything, Suze answers questions about must-have documents, life insurance policies on children, calculating RMDs and more. Listen to Podcast Episode: Podcast Transcript: Suze: January 9, 2025.

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Emergency Funds, Life Insurance, Retirement · October 23, 2024

Your Benefit Checkup for 2025

For those of you that receive workplace benefits, you know that we’re heading into the annual ritual of Open Enrollment, the period when you can make changes to your benefits package.

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Home & Renters Insurance, Insurance, Must Have Documents · October 12, 2024

Podcast Episode – Suze School: Make A Date With Your Money

Suze starts with information about FEMA and what resources are available to you, if you are in a disaster area. Then we get a lesson on making a date with your money, which is spending a day reviewing every aspect…

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IRAs/401(k)s, Life Insurance, Retirement, Stocks/Bonds/ETFs · September 25, 2024

Podcast Episode: Ask KT & Suze Anything: Can I Afford a Swanky New Apartment?

On this edition of Ask KT and Suze Anything, Suze answers questions about term insurance policies, IRA rollovers, and interest rates. Plus, a quizzie about selling a home with no mortgage to buy a fancy new apartment and more!

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Insurance, Investing · September 11, 2024

Podcast Episode – Ask KT & Suze Anything: Am I Too Old to Buy a House?

On this edition of Ask KT and Suze Anything, Suze answers questions about RMD calculations, dollar cost averaging, inheritance and capital gains.  Plus, home buying, insurance, T-Bills and more.

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Budgeting, Insurance, Saving · July 31, 2024

The Impact of Rising Car Insurance Premiums

We are now in the third consecutive year of car insurance premium rates racing ahead at a rapid pace. Government stats show that the annual premium cost is nearly 50% higher than it was in June 2021.

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