Personal Finance Guides and Insights

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

Rent vs. Buy – What to Consider About Becoming a Home Owner

It’s about more than just the numbers

Jill Schlesinger on tax refunds

Jill explains what you should do with your tax refund.

Jill Schlesinger gives advice to recent college grads and their parents

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

Ask Jill: LGBTQ Financial Planning

Jill Schlesinger address 5 important financial questions for LGBTQ Community.

Discussing finances with your partner

Jill Schlesinger gives advice to couples who are interested in combining their finances.

Ask Jill: Financial Prep for College

Jill Schlesinger gives advice to parents who are sending their child off to college.

Jill Schlesinger on how to negotiate salary

Jill explains how to handle a salary negotiation.

Types of retirement plans

401(k)s, pensions, IRAs, and more

Why you should sign up for autopay

Automatic payments may have more benefits than you think

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!

Take our financial literacy test

We cover topics ranging from savings and lending, to credit and investing.

Let’s talk allowances

Three parents weigh in on their approach.

When to Buy: A Seasonal Sales Guide

Because who doesn't like a bargain?

Get financially fit

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

The link between physical and financial health

Explore how your finances may affect your well-being.

What you can learn about money from Grandma

A Q&A that covers the Great Depression, saving and values.

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

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

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

What Is Net Worth?

It can provide a snapshot of your finances

A Guide to Monthly Budgets

Learn about 50/30/20 rule and other types of budgets.

Budgeting for College Students: Tips for Students and Their Parents

How to build solid financial habits that will set you up for future success

5 Smart Money Tips that Will Take a Matter of Minutes

Including steps to build your savings and keep tabs on your credit score.

Your Tax Return in 4 Steps

We’ve outlined the four steps that are essential to getting your tax return done and in time.

Understanding which Federal Income Tax Bracket you fall into

What a tax bracket is and where you fall is important. Find where you land.

Standard Tax Deduction – How Much Is It?

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

What is the Personal Tax Exemption?

What it is and how to correctly use it

How to Manage Your Money

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

How to Prepare Yourself Before Having a Baby

Seven financial steps to consider.

Things you should do with your tax refund

Maximize the financial benefit of your refund

How To Check Your Tax Refund Status

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

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.

Pending vs. Posted Transactions: What’s the Difference?

Learn the difference between pending and posted transactions.

Financial steps to consider when changing jobs

6 ways to help the transition to your new employer.

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?

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.

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.

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.

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

How modern day explorers plan their financial lives

Meet 7 professionals who get paid while traveling

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.