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Are You Leveraging These 3 Types of Income to Maximize Your Personal Finances?

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Quicken 2019 Checklist

2019 Year End Financial Checklist: 19 Tasks to Tackle

The end of the year can mean different things for different people. It may be a time of reflection and relaxation. Or, perhaps a scramble as you travel across the country to visit friends and family. In either case, setting aside time to focus on your finances is a good idea, and a financial planning checklist can guide the way.  Here’s an admittedly ambitious list. Pick and choose what makes... Continue reading

Best Products to Have in Your Portfolio

Successful investment portfolios practice diversification. Simply put, it's not wise to put all your eggs in one basket. That basket must be looked at regularly to see which eggs are pulling in a profit and which are losing money. Be consistently watchful to make sure you always have the best products in your portfolio. Domestic Stocks Domestic stocks are those of American companies traded on the... Continue reading
Quicken Estate Planning

Estate Planning Basics: How to Get Started

Estate planning is about protecting the people you love, regardless of your age and income. That’s why everyone—not just the wealthy—needs to have a solid plan in place.  But what exactly is an estate plan, what should it include, and what might happen if you never get around to creating one? Knowing the answers to these questions can give you the basic tools you need to put together a solid plan... Continue reading

How To Quit Your Job, Travel the World, And Not Go Broke

Have you ever had a quarter-life crisis? Olivia, a 28-year-old former marketing executive for a Portland, Ore. sporting goods e-commerce company did. She quit her job in Feb. of 2008, two months after earning her MBA from Portland State, and set off to travel the world. Four continents and one year later, she still has nine months of savings in the bank. “I've always been a saver,” says... Continue reading

Three Simple Steps to Financial Security

Before being put together, jigsaw puzzle pieces don't mean much. They're nothing but a blur of color and befuddling shapes. But organize them properly, keep your eye on the big picture, and you can fit them together to create something amazing. Financial planning works the same way as puzzles. When you're first starting out, you probably have a smattering of financial pieces:  a bit of savings... Continue reading

Contingency Planning & Budgeting

No budget is complete without a plan to deal with the unexpected, which means you need to build up an emergency fund. It may take a little bit of discipline while you're in savings mode, but the relief you experience from knowing that you have the financial means to handle whatever life throws at you -- whether the loss of a job or unexpected car repairs -- is priceless. Prepare for the Worst... Continue reading

3 Steps to Financial Planning for Long-Term Goals

3 Steps to Financial Planning for Long-Term Goals Planning for the long term allows you to hit big financial goals by turning the journey into a step-by-step process. Setting your financial benchmarks may seem obvious, but determining your wants is the first step to achieving your goals. As Mike Mills, a Certified Financial Planner and Chartered Life Underwriter notes, "Discussing, reviewing and... Continue reading

Five Celebrity Money Fails

Celebrities may dictate fashion and style, but they’re no arbiters of personal finance, at least not in my book. If there’s one thing about money that celebrities have taught us, it’s that you can just as easily burn through 10 bucks as you can several million when you don’t stop to embrace the basic rules of money. You know the plain vanilla stuff like: saving, budgeting, planning and protecting... Continue reading

Financial Planning: Build a Bright Future

Robert Goldberg doesn't have many money worries. He's single, earns $62,000 a year as a health care consultant and has few monthly bills. Still, he says, he "continually struggles" with budgeting. "I'm a consumer and I like nice things." Goldberg, 30, travels, plays golf (and the saxophone), collects watches, enjoys the nightlife in downtown Philadelphia, Pennsylvania, where he lives, and hopes... Continue reading