If You’re Hiring a Financial Advisor, There Are 4 Main Things You Need to Know
When hiring a financial advisor, consider these 4 main things, including 5 minimum standards and 5 key questions to ask before you make your choice.
Want to Retire Early? Start Here.
Want to retire early? Build your dreams, retire early, and claim your financial freedom. Take the first step right now with this complete guide.
How to Get Out of Credit Card Debt
You can lower your credit card balance, improve your credit score, and ultimately dig yourself out of debt.
How to Maximize Your Tax Refund for 2023
Want to maximize your 2023 tax refund? CPA/CFA Charles Renwick explains how W2 employees can open up a world of deductions with one simple strategy.
Getting the Most Out of Quicken’s Tax Reporting
Make tax prep easy. Generate tax reports with Quicken’s built-in options, or customize reports for your unique needs. Then, export your data to TurboTax!
How to Teach Your Kids About Taxes
If you want your kids to grow up money-smart, talk to them about taxes and other personal finance topics. These simple tips can get you started.
How You Can Use the 10/20 Rule to Budget and Save
How much debt is too much? Find out with the 10/20 rule. Use it to see your maximum debt target, set a simple budget, and grow your savings.
Financial Planning Month 2022: 7 Tips for a Bright Future
Did you know October is Financial Planning Month? Get ahead of the game with these 7 tips for making a financial plan and reaching your goals with confidence.
IRAs, Roth IRAs, and 401(k)s Explained: Which Is Right for You?
What’s the difference between IRAs, Roth IRAs, and 401(k)s? And which is right for you? CFP® Jeff C. Johnson lays them out in this simple guide from Quicken.
Home Mortgage Tracker — Easy, Convenient & Automatic
This built-in mortgage tracker is fast, easy, and automatic. Track your payments, balance, interest, and more. Even explore different payment options!