Quicken Monthly Expenses

20 Average Monthly Expenses to Include in Your Budget

Whether you’re creating a new budget or refreshing an old one, you’ve probably noticed how important (and difficult) it is to get your monthly expenses right. Underestimating or missing an expense can throw your spending strategy into disarray, so it’s helpful to have guidance on the budgeting norm. To help you get it right, we’ve assembled a list of the most common average monthly expenses.  20... Continue reading

Financing the Family Vacation

With Memorial Day coming up, summer and the travel season are officially kicking off. Everyone is planning to get out of town and have some fun in the sun. Family vacations are all about bonding and having fun, but unlike when a group of friends travel together and split the costs, it's usually Mom and Dad who foot the bill. Planning how to finance your vacation ahead of time can eliminate the... Continue reading
Quicken Rollover IRA.

Rollover IRA: Rules, FAQs & How-To’s

When you have money in a 401(k) or other type of retirement account, you may need to move it if you leave your job (or for other reasons). In this situation, you may consider transferring the money to a type of account known as a rollover IRA. What is a rollover IRA? A rollover IRA is an individual retirement account that can receive funds from a 401(k) or other type of retirement account.... Continue reading
Quicken Property Management

Property Management Software: 6 Features Experts Want

If you’re a property manager, chances are your job requires you to juggle a lot of different tasks at once. Collecting rent, scheduling and managing repairs, maintaining a budget, posting and updating vacancy listings, keeping track of important legal documents—these are just a few of the many moving parts you have to stay on top of every day.  Whether you manage a single unit or multiple... Continue reading
Quicken Portfolio

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
Quicken Budget Categories

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

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 Lauren Tucker Sinking Funds

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
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
Quicken Student Planning

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

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