Personal Finance Guides and Insights

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

Marcus Financial Literacy Test: Retirement Savings

We focus on retirement, including plans, benefits and strategies.
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Marcus Explains: Estimated Tax Payments

Get the basics of how estimated tax payments work.
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Marcus Explains: What Is a Cash Management Account?

Get the basics on cash management accounts and how they work.
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4 Tips to Consider When Looking for a Tax Preparer

Looking for a tax preparer? Here are some tips to keep in mind.
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Don’t Miss These Tax Breaks for Homeowners

Pay property taxes? Got an energy-efficient home? You could get a tax break.
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Don’t Miss These Self-Employment Tax Deductions

Freelancer? Entrepreneur? Here are some deductions to keep in mind as you do your taxes
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It's Tax Season: Here's What You Need to Know

Here’s to making the tax season a little less intimidating and confusing.
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Four Money Questions to Ask Yourself in March

4 financial questions to ask yourself in March.
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What Is an Inherited IRA?

Inherited IRAs explained in plain english.
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FDIC vs. SIPC: Understanding Your Account Insurance

Both protect your money, but in different ways.
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How to Amend a Federal Tax Return

Made a mistake on your tax return? Here’s how to file an amended return.
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Checking vs. Savings Accounts: Understanding the Difference

Including pros and cons of each.
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Tax Deductions vs. Tax Credits: What’s the Difference?

Learn how deductions and credits might affect your tax refund.
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6 Changes from The SECURE Act That You Need to Know About

Changes to retirement and college savings plans.
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Got a Bonus From Work?

Learn how bonuses are taxed.
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Done With Your Personal Taxes?

Here’s what to keep for your records.
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What to Do When You Receive an Inheritance

The topic can be complicated, but what you do with it doesn’t have to be.
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IRS Audits: What You Need to Know

Audits are rare and not as scary as you might think.
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Marcus Explains: What are RMDs?

Required minimum distributions explained in plain English.
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What is the Standard Deduction for 2019?

Find out what the standard deduction is for 2019.
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Upcoming Vacation? Be Sure to Avoid These 4 Added Travel Costs

Tips for every traveler
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Got an HSA? Here’s what you need to know

How to use your HSA whether it’s a matter of love or grudge.
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How to Rebuild Credit

Actions one person took to climb out of debt and improve their credit.
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How to Prepare Yourself Before Having a Baby

Seven financial steps to consider.
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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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What Is Home Equity?

The basics explained in 6 questions.
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Automatic Loan Payments: Benefits of Autopay

Automatic payments may have more benefits than you think.
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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 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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Holiday Tipping Guide

Tis the season for saying thanks to the helping people in your life.
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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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Bonds and How to Invest in Bonds

Explained in six questions.
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5 Tips for Saving

For those who want to spend and save, comfortably, at the same time.
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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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The Link Between Physical and Financial Health

Explore how your finances may affect your well-being.
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How to Budget For Your Family Vacation

Learn how to build your vacation budget so you can relax.
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Think You Know Everything about Investing? 5 Tips for Every Investor

Timeless investing tips to keep in your back pocket.
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Automating Your Finances

How putting your finances on autopilot can help you reach your goals.
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End Your Year Right

Make sure your finances are in order before the end of the year.
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What to Do If You Receive a Windfall

Lucky you.
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How to Invest in ETFs

Explained in six questions.
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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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4 Things to Consider When Making a Will

It’s just one of several important documents to have.
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Marcus Explains: What Is the Personal Tax Exemption?

Tax terms in plain English.
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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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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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Get financially fit

Learn how to save more, spend less and works towards retirement.
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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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When to Buy: A Seasonal Sales Guide

Because who doesn't like a bargain?
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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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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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Financial Literacy Test: Savings Edition

Test your knowledge when it comes to savings and interest
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How to Talk Money During the Holidays

You can contribute during these conversations too
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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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