Personal Finance Guides and Insights

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

How to prepare yourself before having a baby

Seven financial steps to consider.

How to Manage Your Money

Learn to track what you spend, consider creating goals, and review/revise your plan

How to budget

Here are a few budgeting methods to consider.

You choose: dream home or social media

What homeowners would give up for a free renovation.

Are you prepared for your next home improvement project?

See what concerns people the most around home improvement project costs.

The link between physical and financial health

Explore how your finances may affect your well-being.

Connect with us on social media

Join our Marcus social media community, where we share content and inspiration to help improve your financial health. See you there!

If I Direct Deposit My Refund Will I be Charged a Fee?

Learn what comes with choosing the direct deposit option when filing your tax refund.

Where’s My Tax Refund? How to Check Your Status

Want to know where your tax refund is? Learn how to do so here.

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.

Where's my tax refund?

Our guide to help you determine when you will receive your refund and how you can get it faster.

How Long Will It Take For My Refund To Show Up?

Learn how long and what process is necessary for your tax refund to show up in your bank account.

Personal Tax Exemption

What is the Personal Tax Exemption and how to correctly use it?

What is the standard deduction for 2018?

A major change in 2018 was the sharp increase in standard deduction.

Things you should do with your tax refund

Maximize the financial benefit of your refund.

What Are the Federal Income Tax Brackets?

Understanding which Federal Income Tax Bracket you fall into.

Get financially fit

Learn how to save more, spend less and works towards retirement.

Jill Schlesinger gives advice to recent college grads and their parents

Jill highlights the three most important financial goals for recent college grads.

You choose: dream home or social media

What homeowners would give up for a free renovation.

What Do Flu Shots, Holiday Travel and Antifreeze Have in Common?

These are the money questions you should ask yourself in October.

First-time homeowner? Here's what year 1 will look like

Keep this list handy. Welcome to the world of home maintenance.

Are you prepared for your next home improvement project?

See what concerns people the most around home improvement project costs.

The link between physical and financial health

Explore how your finances may affect your well-being.

Let’s talk allowances

Three parents weigh in on their approach.

End Your Year Right

Make sure your finances are in order before the end of the year.

60% of Americans Are Not in Their Best Financial Shape

Get more from our survey about money and health.

6 money questions to ask yourself in January

Here are six questions that will help set you up for success in the New Year.

When to Buy: A Seasonal Sales Guide

Because who doesn't like a bargain?

Are All-Inclusive Resorts Worth It?

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

How to Close a Credit Card

How to cancel a credit card - the right way.

Keeping finances at arm’s-length? You’re not alone

Despite wanting to save more, Marcus by Goldman Sachs found that Americans are missing an opportunity.

How to rebuild credit

Actions one person took to climb out of debt and improve their credit.

Five money questions to ask yourself in April

Learn about tax extensions and tax withholdings, and other events to consider.

Need help budgeting? These people got creative. So can you

Ever try a month-long spending freeze? Or join a budget challenge?

How to budget

Here are a few budgeting methods to consider.

Learn 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.

How one family went from two income sources to one

4 ways to raise a family under a single income household

Four money questions to ask yourself in March

Learn how to file your taxes, what a year’s worth of house maintenance costs, and more.

5 tips for saving while still living a comfortable life

For those who want to spend and save, comfortably, at the same time.

How minimalism can impact your finances

One person’s path to minimalism and how it changed her finances.

What you should know about online-only banks

Everything you need to learn before opening an account

How I saved: A 40th wedding anniversary and a tattoo

A daughter's side hustle got her parents a weekend getaway.

How I Saved: A Return Trip to Paris, 30 Years in the Making

After an expensive divorce, Cameron vowed to spend on something better.

How to Budget For Your Family Vacation

Learn how to build your vacation budget so you can relax

Video: How Well Do You Know Your Finances?

We put speed daters to the test.

It’s time to tie up loose ends

These are the money questions you should ask yourself in November.

Frugal Shaming

There's a thin line between being helpful and hurtful

It's Financial Planning Month (Who Knew?)

We've launched a newly redesigned storytelling destination, because now is the perfect time to start gaining control of your finances.

How dynamic pricing owns your wallet

You may not see it, but it's all around you. Here's how to beat it.