What Happens to Your 401(k) When You Quit?
When you quit your job, what should you do with your 401(k)? CFA/CPA Charles Renwick walks through it step by step and explains your options.
How to Pay Off Debt While Still Saving: 6 Steps to Success
Pay off debt and grow savings side-by-side. Learn 6 actionable steps to clarify your finances, build a cushion, automate everything, and track it easily.
Finances 101: Tips for Opening a Savings Account
Want to open a savings account? That’s a great step for your finances. Use these 14 tips to find your perfect match.
How to Split Finances as a Couple
Spenders vs savers. Conservatives vs. risk-takers. When it comes to money, few couples are soulmates. Create a financial plan that will satisfy you both.
10 Questions to Ask Before Writing Your Will
Only a properly written will can ensure that the assets in your estate go where you want them to, from cash gifts to complex trusts.
Saving & Budgeting Tips for Families
Use these practical strategies and proven budgeting tips to take control of your finances and work toward a more secure future for your family.
8 Tips to Stay Productive at Work
Everyone’s more productive some days than others, but if you’re in a slump, devise a strategy for staying effective and efficient. These 8 tips can help.
The Pros and Cons of Pensions vs. Annuities
Many companies offer employees a choice between monthly annuity payments or one-time lump-sum retirement accounts from which they can draw pension payments as necessary. These two retirement options are very different and your choice can impact your future financial security.
How to Set Up Your Bills and Income
OK. So now you have one or two accounts set up in Quicken and you can download transactions and use categories to see where your money is going. What’s next? What more could there be? Beyond tracking your spending, Quicken actually makes it easier to…
How to Set Up Savings Goals
Using Savings Goals Quicken’s Savings Goals feature helps you save money by “hiding” funds in an account. You set up a savings goal and make contributions to it using the Savings Goals window. Although the money never leaves the source bank account, it is deducted in the account register, thus reducing the account balance in Quicken. If you can’t see the money in your account, you’re less likely to spend it.