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

Why You Need a Weekly Budget

Do you need a weekly budget in addition to your monthly budget? Here are three big benefits to consider.

A monthly budget is an intuitive default—but a weekly budget might be the better option. Not to say you shouldn’t use months to frame your budget. Most bills are due once a month, you might get paid once or twice a month, and budgeting software often starts you out fresh each month. But if your monthly budget is your big-picture strategy, the weekly budget planner is your tactical plan that... Continue reading

Top 5 Power-user Tips for Quicken Members

At Quicken, we want you to get every ounce of value out of your membership. So we challenged our team to find the most underused features—the very best tips and tricks you might not know you have.  1. Use our web app when you’re on the go Whether you’re working late at the office or visiting family for the holidays, you can’t always be in front of your own computer. Thanks to our web app, that’s... Continue reading

Quicken Membership: For Ultimate Financial Control

Financial security is the best kind of freedom. Whether you want to travel the world or retire on a golf course, having a real picture of your finances and a roadmap to your future is the only sure way to get there.  That’s what our memberships are all about: giving you complete financial control so you can reach your goals and live your life with peace of mind.  Powerful, easy, secure Our most... Continue reading

What to Look for in Investment Tracking Software

Prudent investors keep an eye on their money and ensure they’re sticking to their plan for the future. Whether you primarily manage your own investments or work with a professional money manager, the right investment tracking software can make this an easy task.  But there are dozens of options to choose from, each with its benefits and drawbacks. Here are a few of the features you should look... Continue reading

12 Must-Have Features of Budgeting Software

A debt problem at its core is a budgeting problem. This is one of the most important lessons in personal finance: you can’t save your money if you don’t know where it’s going. In other words, you need a budget.  In fact, 74% of Americans now track their expenses with a budget. But just realizing the importance of a budget isn’t the same as properly executing one. Between retirement accounts,... Continue reading

Need to Know: Required Minimum Distributions (RMDs)

What Is a Required Minimum Distribution (RMD)? A required minimum distribution (RMD) is a mandatory annual withdrawal that you must take from certain types of tax-advantaged retirement plans. If you don’t take your RMDs in time, you could have to pay a steep 50% tax on the money you should have withdrawn. However, the amount you’re required to withdraw can change each year because it depends on... Continue reading

How to Make the Most of Your Charitable Contributions

4 Ways to Maximize Your Charitable Contributions Charitable giving is an altruistic opportunity to help others and receive a tax deduction. Here’s how you can maximize both impacts.  You can approach charitable giving in many ways. Perhaps it’s a monthly obligation, one of your regular budget categories, or an annual tradition. No matter when you give, a strategic approach can help ensure your... Continue reading

6 Money Traditions to Spread Cheer Now & Through the Year

While each family’s traditions can be quirky and unique, the desire to spend time together and bring joy to one another is universal. With a focus on money-related traditions, we asked members of the personal finance media and financial professionals to share their families’ customs and practices. 1. Help Those Who Need It Most Many families’ holiday money traditions involve giving to others.... Continue reading

Simple vs. Compound Interest: Here's What You Need to Know

When you stash your money in savings at a bank or credit union, the financial institution pays you interest—free money you receive every month. But you also see interest rates when you’re looking to borrow. That new credit card, your mortgage, a student loan — all of them come with an interest rate that lets you know how much you’ll pay your lender. When you’re on the receiving end of interest,... Continue reading

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