Financial Literacy: 5 Basic Topics You Need to Know
Did you know that April is Financial Literacy Month? If you’re interested in money monagement, this list of FREE posts...
What Is a Secured Bond? A Guide for Investors
Secured bonds are debt investments backed by an asset. Discover what secured bonds are, how they work, and what happens...
The 50/30/20 Rule and How to Use It
The 50/30/20 rule is a simple budget system: spend 50% of your income on wants, 30% on needs, and 20%...
10 Basic Principles of Financial Management
Organizing your finances is the first step to creating wealth. Credit cards, bank accounts, personal loans, brokerage accounts, mortgages, car...
What Silicon Valley Bank’s Failure Can Teach Us about Retirement Planning
There’s an important lesson for all of us in Silicon Valley Bank’s failure, especially when it comes to retirement planning....
How to Become a Millionaire
Want to be a millionaire? It might be easier than you think. These 9 financial steps can help you push...
Your Quick, Easy Guide to the Envelope Budgeting Method
Sick of inflation? Think eggs are about to replace the gold standard? Take control of your finances with this quick...
Zero-Based Budgeting: Put Every Dollar to Work
There are many ways to create a budget, but the zero-based budgeting method makes sure every dollar you earn has...
Book Review: All the Presidents’ Taxes
Politically neutral, financially brilliant, All the Presidents’ Taxes by Charles Renwick is the perfect introduction to advanced tax strategies.
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...