Investing & Retirement 2

Self-Employed 401(k): What You Need to Know

by Jason Weiland January 30, 2025

Learn how to set up and use a solo 401(k) to get more flexibility and control over contributions, investment choices,...

Investing & Retirement

Private Equity Investment: What It Is and How to Track It in Quicken

by Quicken January 28, 2025

Interested in private equity? Learn what it is, how to get into it, and how to track it from the...

Investing & Retirement

What Is a Secured Bond? A Guide for Investors

by Quicken January 21, 2025

Secured bonds are debt investments backed by an asset. Discover what secured bonds are, how they work, and what happens...

Investing & Retirement

Investing Explained: How to Diversify Your Portfolio

by Anna Yen January 14, 2025

Learn what it really means to diversify your portfolio. Find out which assets to include, why it’s important, and 7...

Investing & Retirement

What Are Asset Classes: Your Quick Start Guide

by Anna Yen January 7, 2025

New to investing? Want to learn more about the different kinds of investments? Welcome to the wild world of asset...

Investing & Retirement

Investing Explained: What Is Risk Tolerance?

by Anna Yen December 31, 2024

How much risk should you take in your investments? Explore your risk tolerance with these 12 factors and questions to...

Investing & Retirement

Why Should You Diversify Your Bonds?

by Anna Yen December 24, 2024

Just like your stock portfolio, it’s important to put your bond “eggs” into different baskets. Learn why (and how) you...

Investing & Retirement

What Are Bonds: How They Work & How to Invest

by Anna Yen December 17, 2024

A bond is a type of debt issued by a corporation, government or other organization where the purchaser pays a...

Investing & Retirement

How to Invest in Private Equity (PE)

by Anna Yen December 10, 2024

Investing in private equity isn’t for everyone — but knowing where to start is the first step. Get the lowdown...

Investing & Retirement

Market Trends to Watch in an Election Year

by Anna Yen July 23, 2024

Wondering how presidential elections impact markets? Watch for these market trends in the 2024 election year — find out what...

Investing & Retirement

Average Retirement Savings by Age — Plus Net Worth Benchmarks

by Quicken February 29, 2024

How much should you have saved for retirement? Pulled from The Federal Reserve, here are the average retirement savings by...

Investing & Retirement

Financial Trends to Watch in 2024

by Anna Yen December 26, 2023

Discover key financial trends to watch in 2024. Inflation? Employment rates? Investment strategy shifts? Read now to prepare for what’s...

Investing & Retirement

Investment Strategies: Which One Is Right for You?

by Quicken August 15, 2023

Your investment strategy serves as a roadmap to help you reach your financial goals. Explore how these strategies could suit...

Investing & Retirement

Investing for Beginners: What You Need to Know to Get Started

by Quicken July 25, 2023

Explore the basics of investing for beginners. Learn about investment principles, strategies, and tips to start growing your wealth today.

Investing & Retirement

How to Find an Unclaimed 401(k)

by Quicken June 27, 2023

Millions of forgotten 401(k) retirement accounts have not been claimed. Discover how to find and claim your old 401(k) with...

Investing & Retirement

What Silicon Valley Bank’s Failure Can Teach Us about Retirement Planning

by Charles Renwick March 16, 2023

There’s an important lesson for all of us in Silicon Valley Bank’s failure, especially when it comes to retirement planning....

Investing & Retirement

What Happens to Your 401(k) When You Quit?

by Charles Renwick February 22, 2023

When you quit your job, what should you do with your 401(k)? CFA/CPA Charles Renwick walks through it step by...

Investing & Retirement, Jobs & Career, Retirement

Track Your 401(k), IRA, and More in Quicken

by John Hewitt February 20, 2023

See the performance of your 401(k), IRA, brokerage accounts, and other investments, all in one place. Track your full net...

Investing & Retirement

Monitoring alerts, data downloads, and feature updates are available through the end of your membership term.Online services require internet access. Third-party terms and additional fees may apply. Phone support, online features, and other services vary and are subject to change. 14,500+ participating financial institutions as of October 1, 2018.

Standard message and data rates may apply for sync, e-mail and text alerts. Visit https://www.quicken.com/go/appsfor details. Quicken App is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Not all Quicken desktop features are available in the App. The App is a companion app and will work only with Quicken 2015 and above desktop products.

Purchase entitles you to Quicken for the term of your membership (depending upon length of membership purchased), starting at purchase. Full payment is charged to your card immediately. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change). You may cancel before renewal date. For full details, consult the Quicken Membership Agreement. You can manage your subscription at your My Account page.

If you are redeeming the free Classic Starter product through the purchase of TurboTax, and you are currently in an active Quicken subscription and not within 6 months of your renewal date, you will have to return to this page within 6 months of renewal in order to redeem. Additionally, note that if you are currently subscribed to Classic Deluxe, Classic Premier or Classic Home & Business, by redeeming the free Classic Starter product, you will lose some of the features that are associated with your current higher-tiered product.

Quicken for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity.

30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less shipping and handling fees. See https://www.quicken.com/30dayguarantee for full details and instructions.

Quicken for Mac software and the Quicken App are not designed to function outside the U.S.

The VantageScore provided under the offer described here uses a proprietary credit scoring model designed by VantageScore Solutions, LLC. There are numerous other credit scores and models in the marketplace, including different VantageScores. Please keep in mind third parties may use a different credit score when evaluating your creditworthiness. Also, third parties will take into consideration items other than your credit score or information found in your credit file, such as your income.

VantageScore®, Equifax®, Experian® and TransUnion® are registered trademarks of their respective owners.

All 2018 and newer versions of Quicken entitle users to 5GB of free Dropbox storage while subscription is in effect.

EQUIFAX is a registered trademark of Equifax Inc. The other Equifax marks used herein are trademarks of Equifax Inc. Other product and company names mentioned herein are property of their respective owners.

Portfolio tracking included with Classic Premier and Classic Home & Business on Windows.

Payment links are only available for Classic Home & Business.

Certain features not supported on mobile apps.

Manage My Personal Finances

Manage my Business & Rental Finances

Quicken Classic

Quicken Simplifi

Quicken Classic

Quicken Simplifi

Quicken Classic

My Account

Self-Employed 401(k): What You Need to Know

Private Equity Investment: What It Is and How to Track It in Quicken

What Is a Secured Bond? A Guide for Investors

Investing Explained: How to Diversify Your Portfolio

What Are Asset Classes: Your Quick Start Guide

Investing Explained: What Is Risk Tolerance?

Why Should You Diversify Your Bonds?

What Are Bonds: How They Work & How to Invest

How to Invest in Private Equity (PE)

Market Trends to Watch in an Election Year

Average Retirement Savings by Age — Plus Net Worth Benchmarks

Financial Trends to Watch in 2024

Investment Strategies: Which One Is Right for You?

Investing for Beginners: What You Need to Know to Get Started

How to Find an Unclaimed 401(k)

What Silicon Valley Bank’s Failure Can Teach Us about Retirement Planning

What Happens to Your 401(k) When You Quit?

Track Your 401(k), IRA, and More in Quicken

Categories