Category Archives: Saving

Saving · March 26, 2025

Smart Ways to Use Your Tax Refund

It’s that annual time of year when many of you will be receiving a tax refund. So it is also that annual time of year when I encourage you not to blow it.

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Emergency Funds, Investing, Retirement · March 15, 2025

Podcast Episode – Suze School: Don’t Let Fear Make Financial Decisions For You

How do you feel when it comes to the economy? On this episode, Suze responds to the fears you’ve been sharing with her and tells you what you need to do now, to prepare yourself for the future.

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Emergency Funds, IRAs/401(k)s, Retirement · January 15, 2025

Can Your Retirement Plan Pass This Stress Test?

If you are nearing retirement, you have decades of experience dealing with the unexpected. When things don’t go exactly as planned or hoped, you have the muscle memory of what it takes to work through adversity.

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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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Credit Cards, Debt, Saving · January 8, 2025

What You Really Need in 2025

There is no good time to carry expensive credit card debt. But to be paying interest of more than 20% on unpaid credit card balances in retirement seems especially hard.

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Retirement, Saving, Social Security · November 27, 2024

How to Ace Retirement Planning: A Thanksgiving Perspective

As we gather around the table this Thanksgiving, reflecting on what we're grateful for often leads us to think about the future—and how to make it as secure and fulfilling as possible.

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Medicare, Saving · November 20, 2024

Podcast Episode – Ask KT & Suze Anything: Hope For Those Who Feel Hopeless

On this Ask KT and Suze Anything, Suze answers questions about helping an older parent manage their money, starting to save your money, Medicare and so much more.

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Debt · November 13, 2024

Make This Big Holiday Decision Pronto

Are you going to give yourself the best possible holiday gift this year? I know you deserve it, but I need you to know that too!

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Emergency Funds, Retirement, Saving · October 30, 2024

How to Gain Momentum in Saving for Retirement

A recent large poll conducted for CNBC found that less than half of workers are “cautiously optimistic” about having a secure retirement. That doesn’t surprise me, but it sure does make me a combination of sad, and concerned.

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