Types of Investment Accounts: Pros, Cons & Examples
Different types of investment accounts suit different needs and goals. Picking the right one is key to your success. Which...
What Is an Executor? Responsibilities and How to Carry Them Out
Choosing or being named the executor of a will is an important job. Learn what an executor does, where to...
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...
Biggest Expenses to Consider When Planning a Wedding
How expensive are weddings? That depends on your personal choices. Here are the biggest expenses in planning a wedding —...
Tax Deductions: Right, Wrong, and Risky
Tax deductions. How much is okay? Too conservative, you’ll pay too much. Too aggressive, you’ll wind up in trouble. Learn...
Pension vs 401(k): Side-by-Side Comparison
Pensions and 401(k)s both help you save for retirement, but they don’t work the same way. See how each one...
What Is a Pension: Your Quick Start Guide
Seen more often in government jobs than in the private sector, pensions differ in a few key areas from other...
Your 2025 Guide to Evacuation Plans (with Template)
Whether you're preparing for a natural disaster, fire, or other crisis, planning ahead can help you act swiftly and safely...
The Best Apps to Transfer Money for 2025
Want to split a bill with a friend around the corner or send emergency funds around the world? Here are...
Step-by-Step Guide to Recording Transactions in a Journal
In accounting, journal entries systematically document every transaction your business engages in, ensuring that nothing slips through the cracks.
20 Average Monthly Expenses to Include in Your Budget
We’ve rounded up 20 typical budget categories and their average costs. Make sure your monthly budget is complete with this...
Your 2025 Guide to Small Business Expense Tracking
Avoid surprises at tax time and make smart decisions for your small business with these proven tips and strategies for...
How to Claim Home Office Expenses in Canada
For employees in Canada, employment expenses are waiting to be claimed. Read this blog to learn more about the tax-saving...
Saturdays with Dad: Childhood Lessons for a Lifetime of Wealth
Entrepreneur and bestselling author Paige Cornetet has clients like Kroger and Capital One. Her secret? These simple childhood lessons she...
Year-End Tax Tips to Maximize Your Deductions
Are you overpaying the IRS? Here’s what you need to do before year-end to maximize your tax deductions and credits...
How to Prepare Financially for Unexpected Expenses
Sometimes, life catches you off guard and hits you with unexpected expenses in the process. But those unexpected events—both good...
Inside the Simplifi 4.1 Upgrade: An Interview with Quicken’s Product Team
In an exclusive interview, Kristen Dillard, VP of Product Management, and Rammohan "Ram" Akula, Lead Developer, take us behind the...
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...
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