Introducing Simplifi by Quicken: The New Personal Finance App
For more than 30 years, Quicken has offered its customers ultimate financial control. Today, Simplifi by Quicken is helping a new generation stay on top of their finances.
What Is Vesting and How Does It Work in a Retirement Plan?
Many companies offer an employer-sponsored , such as a 401(k) or 403(b), and match a portion of their employees’ contributions. The company match is often referred to as free money, and it’s a great perk. But if you’re starting a new job, you’ll want to review the plan’s vesting schedule—the rate at which the company’s contributions become yours to keep.
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.
Why You Need a Weekly Budget
A monthly budget is an intuitive default—but a weekly budget might be the better option.
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.
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.
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.
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.
Need to Know: Required Minimum Distributions (RMDs)
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 your age and the account’s balance.
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…