How to Start Investing
Investing can seem overwhelming and complex. But with a few fundamentals under your belt, you can start investing and put...
IRA Contribution and Deduction Limits for 2019 and 2020
Each year, the IRS may change the IRA contribution limits. Check the latest numbers, and find out what to do...
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....
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...
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...
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...
Simple vs. Compound Interest Definitions and Calculators
Interest is the extra money you pay when you borrow money from a lender. You have to pay back the...
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...
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...
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...
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...
6 Ways to Recession-Proof Your Retirement
Is it possible to predict a recession? The short answer is: not really. The Great Recession of 2008, for example,...
Socially Responsible Investing: 3 Things to Know
In today’s investing world, socially responsible (SRI) seems to be everywhere. While the modern practice of values-based investing dates back...
Personal Finance Strategies: Retiring
Having enough to live on in your golden years isn't an issue of luck, but of careful planning. If you’re...
Best Long-Term Budgeting Tools to Plan for Retirement
Using the right budgeting software not only helps you reach your retirement savings goals, it can also ensure you manage...
Is Staying Single Better for Your Finances?
You know you’re in love and you know you want to spend your life with your partner — but does...
How To Quit Your Job, Travel the World, And Not Go Broke
Have you ever had a quarter-life crisis? Olivia, a 28-year-old former marketing executive for a Portland, Ore. sporting goods e-commerce...