2021 New Year’s Resolution: Five Proven Habits That Make It Easy to Manage Your Money
5 MIN READ
Nothing makes your personal finances easier than having solid data you’ve maintained all year long. With digital records, you can look up just about anything. Your tax deductible business expenses. How much you spent on groceries, month by month. Even the name of the jeweler who fixed your grandmother’s necklace.
If you’ve been meaning to get organized and take control of your finances, the new... Continue reading
6 Tips for a Successful New Year’s Budget
6 MIN READ
It's no surprise that 2020 threw off everyone's plans, including financial ones.
No matter what financial state you find yourself in, the start of a new year is a great time to check in on your finances, set some goals, and get a clear picture of where your money is going to ensure financial wellness.
Whether you've never set a budget before or you're looking to perfect the one you've been using... Continue reading
10 Things to do in Quicken before the end of the year
9 MIN READ
As the year winds down, there’s no better time to catch up on your finances. These 10 things to do in Quicken will help you bring your finances up to date, set the right budget, maximize your savings, get a head start on tax season, and start your 2021 finances off on the right foot.
1. Get up to date
Even if you usually keep your finances up to date, it’s easy to get behind from time to time,... Continue reading
Quicken Stories: Nancy Colt
5 MIN READ
Quicken user Nancy Colt has a head for numbers. When she first married Mike, her spontaneous and creative husband, he had multiple checkbooks scattered across their home and office and a sporadic trail of receipts.
Nancy first bought Quicken to make their joint taxes easier. As the couple prospered and their asset portfolio became more complex, Quicken helped her watch over their financial... Continue reading
Need to Move Some Cash? Here’s How to Transfer Money From One Bank to Another
5 MIN READ
We live in an age of mobile-only bank accounts and online budgeting apps. And yet, figuring out how to transfer money from one bank to another without paying a fee can be surprisingly difficult.
The best option can depend on whether you want to transfer money between two accounts you own, or transfer money to someone else. The bank you have can also be important, as you may get slapped with a... Continue reading
Quicken Stories: Paul Gipson
5 MIN READ
Paul Gipson came up through the aerospace industry, watching far too many airlines go under—sometimes right beneath his feet. After 9/11, the company he worked for cut salaries across the board and significantly reduced their 401(k) contributions.
He spoke with us to share his personal journey as well as how he used Quicken to keep his retirement plan on track.
Paul’s background
*/
/*-->*/
“I... Continue reading
Should You Redeem Your Savings Bond? Use This Calculator to Find Its Value
4 MIN READ
Purchasing U.S. savings bonds can be one of the safest ways to earn money on your savings, as a savings bond’s value is backed by the full faith and credit of the U.S. government. They can also offer tax advantages over similar products, such as a savings account or certificate of deposit (CD).
Although you might not earn a lot of interest, the guaranteed return can make them an important part... Continue reading
Quicken Stories: Robert Hill, COO
8 MIN READ
Robert Hill started his career as an entry-level software engineer. Today, he’s the COO of a med-tech firm and a father of five. According to Robert, Quicken has been an integral part of helping him provide for his family. Read his Quicken story to learn how planning, tracking, and actively managing your finances can help you grow your net worth and support your life goals.
Humble beginnings... Continue reading
Preparing for a Recession: Embracing Your Personal Finances
5 MIN READ
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
How to Improve Your Financial Literacy
5 MIN READ
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
