Our Guide to Mortgage Relief Programs and Refinancing During COVID-19

The COVID-19 Pandemic is creating unique challenges for us all. While we can get through it together, for many of us, shelter-in-place orders have led to mass layoffs and serious financial struggles. If that applies to you, there are ways to get help. Both the federal government and private lenders are providing mortgage relief programs to get you through this trying time. The pandemic has also... Continue reading

How to Build Good Financial Habits

While most states are lifting portions of their shelter-in-place guidelines, the world as we know it won’t return to normal for the time being. We’ll still likely be spending most of our time indoors. But that may not be a bad thing. Spending more time at home gives us room to reflect, focus on self-care (especially now, when we need all the time we can get to decompress from the stress of the... Continue reading

Preparing for a Recession: Embracing Your Personal Finances

COVID-19 has brought on a global recession, according to S&P Global. With much of the world sheltering-in-place to stop the spread, economies have slowed to a crawl. Americans alone have filed more than 30 million unemployment claims. While COVID-19 might be unlike anything we’ve faced in our lifetime, recessions aren’t. Preparing for a recession requires a few key steps now so you can help... Continue reading

Ten Essentials to Getting a Great Start With Quicken

Have your financial information ready When you set up Quicken, you are going to want to have your financial information at your fingertips before you begin. This includes a list of your accounts: Bank accounts Loans Credit cards Online billers (cable, utilities, services, etc.) You will want to have your login name and password ready for every online account you want to add. All of these types of... Continue reading

Celebrating the Quicken Community

For 30 years, our Quicken customers have consistently impressed us with the depth and breadth of their collective knowledge, insight, and resilience. Your response to the COVID-19 pandemic has been everything we knew it would be and more, reaching out to each other and to your communities in this time of need.  Continue reading

How to Calculate Return on Investment

The return on investment (ROI) formula can help you understand how much you earn on an investment relative to its cost.  You can use the ROI investment formula to calculate ROIs on various types of investments, including stocks and bonds, and it can be helpful when you’re comparing two investments. You can also use it when reviewing your portfolio to understand which investments are performing... Continue reading

What Does COVID-19 Mean For Our Personal Finances?

The COVID-19 pandemic has caused global disruption and brought an unprecedented level of uncertainty to daily life. Beyond health concerns, the short- and long-term impact on people’s personal finances is another major concern. With many businesses completely closed and others having to furlough or lay off employees, people across the country are finding themselves in difficult financial... Continue reading

How to Improve Your Financial Literacy

April is financial literacy month. Officially kicked off by the federal government in 2004, financial literacy month is designed to raise public awareness around financial literacy and how we manage our money. And there’s at least one good reason to set aside an entire month for talking (and learning) finance: Money can really stress us out. A 2018 study by FINRA Investor Education Foundation... Continue reading

Can I Contribute to Both a 401(k) and IRA?

When it comes to building retirement savings, many can feel confused about where they can save, and how much. One of the most frequent questions we encounter is, “Can I contribute to both a 401(k) and IRA?” The answer is yes. In fact, this is the most ideal situation for individuals as it allows you to take advantage of the various tax benefits of both retirement accounts. However, while you can... Continue reading

How to Spring Clean Your Finances

While the end of the year and subsequent new year’s resolutions may be one of the most popular times to review your personal finances and set new goals, it’s important to check in throughout the year. The start of spring aligns with the end of the first quarter of the year, a good point to spend a few hours and spring clean your finances. After you’re done with the household chores, that is. ... Continue reading

Pages