Personal Finance Guides and Insights

How we spend money, the trends that influence us and how we plan (or not)—that’s personal finance.

5 Things to Consider When Looking for a Financial Advisor

We cover everything from fees structures to certifications.
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5 Things You Can Do With Your Tax Refund

Ways to put your tax refund to work towards your financial goals
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How to Invest in ETFs

Explained in six questions.
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Bonds and How to Invest in Bonds

Explained in six questions.
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Ask Jill: Getting Your Financial Act Together for The New Year

Three ways to focus on being better with your finances.
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The Envelope Budgeting System Explained and How to Use It in the Digital Age

How this old-fashioned system can be a timeless approach to budgeting.
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What Are the Federal Income Tax Brackets?

Understanding what a tax bracket is and where you fall is important, so we decided to unpack it for you.
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Your Tax Return in 4 Steps

We’ve outlined the four steps that are essential to getting your tax return done and in time.
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4 Things to Consider Before Buying an Investment Property

Before you set your sights on owning an investment property, it’s important to look at the big picture.
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Marcus Financial Literacy Test: 2019 Wrap-Up

We focus on the year’s trends, changes in consumer finance.
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How to Stick to Your Financial Resolutions

Resolving to save money is great. Follow our three tips to stay on track and meet your New Year's resolutions to become financially fit.
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What Does Diversification Mean Anyway?

Diversification, explained.
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Useful Tips for Kids' Allowance

Three parents weigh in on their approach.
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Ask Jill: 9 Year End Money Moves

Close out the year right.
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Are All-Inclusive Resorts Worth It?

Planning your next vacation? Learn the pros and cons of an all-inclusive resort.
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Holiday Tipping Guide

Tis the season for saying thanks to the helping people in your life.
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Flexible Spending Accounts Explained in Six Questions

FSAs can help you save on qualified medical expenses.
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5 Things to Consider When Picking a Local Charity

Tips from an expert at Goldman Sachs
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Marcus Financial Literacy Test: Holiday Edition

We focus on gift tax, spending trends and paying off debt during the holidays.
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Ask Jill: 6 Steps to Take When Making a Charitable Donation

Pick the charity that’s right for you.
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Automatic Loan Payments: Benefits of Autopay

Automatic payments may have more benefits than you think.
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Ask Jill: How to Negotiate Salary

Jill explains how to handle a salary negotiation.
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Ask Jill: What You Should Know About Open Enrollment (Part One)

We asked Jill Schlesinger to inform employees about open enrollment and what they should expect when confronted by their employer.
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Ask Jill: What You Should Know About Open Enrollment (Part Two)

Benefits to take advantage of during open enrollment season.
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Home Renovation Costs Survey

What homeowners would give up for a free renovation including social media.
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Rent vs. Buy – What to Consider About Becoming a Home Owner

It’s about more than just the numbers.
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Types of Retirement Plans: Which Is Right for You?

Learn about 401(k)s, pensions, IRAs, and more.
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What You Can Learn From Grandma About Money on National Grandparents Day

To recognize National Grandparents Day on Sept. 8, we had a conversation with a grandma about all-things money: from living through the Great Depression to her money philosophy.
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Home Maintenance Checklist and Tips

Keep this list handy. Welcome to the world of home maintenance.
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What Is Net Worth?

Learn more about the formula for figuring out your net worth, and what you can do to grow this value over time.
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Budgeting for College Students: Tips for Students and Their Parents

How to build solid financial habits that will set you up for future success.
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What Is the Personal Tax Exemption?

Learn about the personal tax exemption and how to correctly use it.
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What Is the Standard Tax Deduction for 2018?

A major change in 2018 was the sharp increase in standard deduction.
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How to Check Your Tax Refund Status

Grab your social, filing status and exact refund amount and let Marcus walk you through the process.
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How to Manage Your Money

Learn to track what you spend, consider creating goals, and review/revise your plan.
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Are You Prepared for Your Next Home Improvement Project?

See what concerns people the most around home improvement project costs.
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How to Close a Credit Card

How to cancel a credit card - the right way.
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What Is Home Equity?

The basics explained in 6 questions.
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5 Things to Do With Your Finances This Fall

Get organized with your finances before year end.
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Marcus Financial Literacy Test

We cover topics ranging from savings and lending, to credit and investing.
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How Can I Get My Tax Refund Direct Deposited?

According to the IRS, the fastest way to receive your tax refund is through direct deposit.
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A Guide to Monthly Budgets

Learn about 50/30/20 rule and other types of budgets.
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How to Prepare Yourself Before Having a Baby

Seven financial steps to consider.
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