What Happens to Your 401(k) When You Quit?
When you quit your job, what should you do with your 401(k)? CFA/CPA Charles Renwick walks through it step by...
Track Your 401(k), IRA, and More in Quicken
See the performance of your 401(k), IRA, brokerage accounts, and other investments, all in one place. Track your full net...
The Average 401(k) Balance by Age — And 18 Ways to Catch Up
How do your 401(k) savings stack up? See the average 401(k) balance by age, with 9 factors and tips that...
Getting the Most Out of Quicken’s Tax Reporting
Make tax prep easy. Generate tax reports with Quicken’s built-in options, or customize reports for your unique needs. Then, export...
6 Great Ways to Use Transaction Attachments
Keeping your financial documents organized is vital to good financial tracking. Use Quicken’s attachments for receipts, warranties, serial numbers, and...
New Tax Reports in Quicken for Mac
Just in time for tax season, Quicken for Mac now offers many new tax reports focused on tax forms and...
Should I Pay Off My Loan Early? Decide in 3 Steps!
Should you pay down your mortgage, car loan, student loans, or other debt more aggressively? Here’s how to decide in...
Top 10 Checklist: Prep Your Finances for Success in 2023
Want to make 2023 your best year yet? Get your finances ready with this top-ten checklist so you can save...
7 Personal Finance Resolutions for the New Year
Thinking about your 2023 New Year’s resolutions? Reach for the stars with these 7 personal finance goals — plus tips...
Why Do People Get Audited by the IRS?
Want to know how to avoid an IRS tax audit? CFA/CPA Charles Renwick explains. Learn what triggers an IRS audit...