What is Portfolio Management? 5 Things Investors Should Know

What comes to mind when you hear the term “portfolio management”? Depending on where you are in your life and career, you may only be familiar with the basics, or you may have a fairly well-rounded understanding of how investment portfolios work and why they’re so important.  Regardless of where you stand—whether you’re a beginner investor looking to expand your knowledge or an experienced... Continue reading

10 Budget Categories That Belong in Your Plan

At its most basic, a budget is really just a spending plan for your money. A well-thought-out budget can help you take control of your finances and use your money with purpose rather than spending it haphazardly—a habit than can quickly lead to problems when it’s time to pay the bills each month.  The first step involves breaking down your regular expenses into budget categories to get a clear... Continue reading

How a Sinking Fund Can Keep Your Holiday Budget Afloat

Personal finance blogger and Quicken user Lauren Tucker shares her secret weapon for guilt-free seasonal spending.

As we head into the last few months of the year, holidays like Halloween, Thanksgiving, Hanukkah, and Christmas hold the promise of food, family, travel, and gifts. But if you’re not paying attention, those “fun” holiday expenditures can add up quickly, blowing your budget and sending your financial goals careening off-track. “A lot of people panic this time of year because they don’t have enough... Continue reading

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

Talking to Your College Kids About Money: What Should They Know Before They Go?

Have you had “the money talk” with your college-bound kids? Chances are you’ve been so busy navigating school applications, acceptance letters, and graduation parties that you haven’t yet carved out time for a heart-to-heart about financial health. But now that your kids are that much closer to adulthood—and about to be on their own for perhaps the first time—it’s more important than ever to... Continue reading

Adjusted Gross Income: What Is it and How Does it Impact Your Taxes?

What is adjusted gross income? You’ve heard the term, of course. Perhaps your accountant mentions it in passing whenever you get your taxes done, or you recognize it as a line item on your annual tax returns. But without context, it’s hard to understand just how important it is.  Adjusted gross income (AGI) is your gross income— i.e., the total amount of money you’re paid before taxes are taken... Continue reading

How to Make a Budget That Maximizes Your Money

Want to know how to make a budget that actually works? We'll show you how to create a personal budget that can help you take your finances to the next level.  Continue reading

Disposable Income: What Is it and How Does it Affect your Finances?

The term “disposable income” is something of a misnomer. It sounds like fun money, but it’s quite the opposite. Also known as disposable personal income (DPI) or “take-home pay,” disposable income, is the amount of money available after taxes and other employee deductions have been taken out of your paycheck. It’s not truly “disposable” because it has to cover your family’s most essential needs... Continue reading

Avoid the Financial Freshman Fifteen

A Third of College Freshman Incur Unexpected Debt - Here are Tips to Avoid It

Quicken, maker of the best-selling personal finance software in the US, recently surveyed over 1,000 college students and parents to get a better sense of how they’re tackling money management. Continue reading

How Eric Dunn, Quicken CEO, Uses Quicken for Investing

Eric Dunn, CEO of Quicken, uses Quicken for Windows on a daily basis. In this blog post, Eric shares how he personally uses Quicken to track investments. Continue reading

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