Use the Lifetime Planner Quicken 2014


show more Using the Lifetime Planner provides you with in-depth training on Business. Taught by Sally Norred as part of the Quicken 2014 Essential Training show less
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Using the Lifetime Planner

With the tools available in the Lifetime Planner, Quicken can help you set goals for major life events such as retirement, purchasing a home and sending your kids to college. After you set these goals, Quicken helps you figure out what lifestyle and financial decisions you need to make to attain these goals. The lifetime planner is a retirement planning tool that you can use in conjunction with the information you've already entered into the Quicken software. Once you've told Quicken about your goals for retirement, college expenses and major purchases like homes or other assets, Quicken shows you how you can reach these goals by analyzing how much you need to save each month or calculating what rate of return you need from your investments.

The tools available in the Lifetime Planner are most accurate when you've added all of your important accounts to Quicken. Spending and savings accounts, investment and retirement accounts and loan and debt accounts. Quicken will use this data to help ...

Using the Lifetime Planner
Video duration: 3m 32s 2h 44m Appropriate for all

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Using the Lifetime Planner provides you with in-depth training on Business. Taught by Sally Norred as part of the Quicken 2014 Essential Training

Subject:
Business
Software:
Quicken
Author:
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