Personal Finance Guides and Insights

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

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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What Is Home Equity?

The basics explained in 6 questions.
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Marcus Financial Literacy Test

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

401(k)s, pensions, IRAs, and more
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Let’s talk allowances

Three parents weigh in on their approach.
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What you can learn about money from Grandma

A Q&A that covers the Great Depression, saving and values.
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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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First-time homeowner? Here's what year 1 will look like

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

It can provide a snapshot of your finances
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A Guide to Monthly Budgets

Learn about 50/30/20 rule and other types of budgets.
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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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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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Understanding which Federal Income Tax Bracket you fall into

What a tax bracket is and where you fall is important. Find where you land.
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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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How to Prepare Yourself Before Having a Baby

Seven financial steps to consider.
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Things you should do with your tax refund

Maximize the financial benefit of your refund
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How To Check Your Tax Refund Status

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