Category Archives: Saving

Portfolio Management, Retirement, Saving · August 17, 2022

How to Create a Four-Part Financial Plan

According to a recent survey by Northwestern Mutual, people who invest time in financial planning are happier than those who don’t. And they sleep better.

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Annuities, Home Loans, Investing, Saving · August 17, 2022

Podcast Episode – Ask Suze & KT Anything: HELOCs, Trusts and Loans

On this episode of Ask Suze & KT Anything, Suze answers questions from you all about reinvesting dividends, adding children to a house title, paying for dental work, trusts loans, HELOCs and more.

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Investing, Saving, Stocks/Bonds/ETFs · August 13, 2022

Podcast Episode – Suze School: Clearing Up A Few Things

On today’s episode, Suze goes over the importance of dollar cost averaging, what the difference is between interest and dividends, the Vanguard Total Stock Market fund, and more.

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Investing, Long Term Care, Retirement, Roth Accounts, Saving · August 10, 2022

How to Approach Retirement Planning

Retirement planning is a juggling act where you’re dealing with multiple risks all at the same time. How long will you live? Will the markets tumble early in your retirement?

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IRAs/401(k)s, Retirement, Saving · August 3, 2022

Important Rule Changes for Inherited IRAs

I’ve been receiving a lot of questions about inherited IRAs from my Women & Money podcast listeners.And that’s understandable, as the withdrawal rules have changed and the IRS has added to the confusion with a new proposal.Here’s what you need…

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Portfolio Management, Retirement, Saving, Student Loans · July 31, 2022

Podcast Episode – Ask Suze Anything : May 9, 2019

In this episode of Ask Suze Anything, we hear updates from two Women & Money listeners, plus Suze offers advice to Julia, Judy, Terry, and Chris.

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Emergency Funds, Investing, Saving · July 27, 2022

Podcast Episode – Ask Suze & KT Anything: Real Estate Mixed Bag

Listen to Podcast Episode:While Suze and KT are on their way back from KT’s birthday fishing trip, this episode contains questions from this past year, all about real estate.

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Saving · July 27, 2022

A Smart Back to School Shopping Plan

The sharp rise in the rate of inflation has likely taken a painful extra bite out of your household’s cash flow. Just about everything costs more, a whole lot more, than it did a year ago.

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Emergency Funds, Saving · July 20, 2022

Emergency Funds: When to Give Them a Checkup

Inflation is front and center wherever we turn. The cost of groceries, filling up the gas tank, and paying the utility bill are all a lot more expensive than they were a year ago.

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