Announcements

Our New Advanced Reports Feature Lets You Drill Down Into Your Spending Trends

12.20.2024

Announcements

Our New Specialized Financial Planner Sessions Give You Access to Financial Advice on Your Own Terms

12.11.2024

Personal Finance

How Employers Can Prepare Their Employees for Tax Season

12.6.2024

Personal Finance

How to Prep for Tax Season

12.3.2024

Estate Planning

Estate Planning Considerations For Small (And Large) Business Owners

11.27.2024

Financial Wellness

Why Financial Wellness Platforms Are Key to Employee Success

11.25.2024

Personal Finance

Worried About Your Holiday Budget? Origin’s Financial Planners Share Their Seasonal Spending Tips

11.20.2024

Personal Finance

Comparing Origin and Monarch Money

11.20.2024

Estate Planning

Estate Planning Considerations For Blended Families

11.20.2024

Announcements

New Spending Feature: Advanced Rules

11.19.2024

Estate Planning

Estate Legal Matters To Deal With When Your Spouse Dies

11.13.2024

Personal Finance

Mint Shut Down 1 Year Ago. Here’s Why Origin Is the Best Mint Replacement.

11.12.2024

Financial Wellness

The Future of Financial Wellness Benefits: Trends to Watch

11.11.2024

Personal Finance

How to Prep for an Origin Planner Session

11.11.2024

Estate Planning

Considerations For Non-Probate Assets

11.6.2024

Financial Wellness

The ROI of Offering Financial Wellness Benefits to Employees

11.1.2024

Estate Planning

Choosing the Right Executor for Your Estate

10.30.2024

Estate Planning

Charitable Giving in Estate Planning

10.23.2024

Estate Planning

Can A Successor Trustee Change Or Restate A Trust?

10.16.2024

Announcements

NEW: Our High-Yield Cash Account Promo Gives You an Additional 0.5% On Top of Our Market-Beating APY

10.10.2024

Financial Wellness

Financial Education for Employees — Why It's So Important

10.9.2024

Estate Planning

As a Beneficiary Of A Trust — What Should I Look Out For?

10.9.2024

Personal Finance

How to Assess Your Retirement Readiness With Sidekick, Our AI Financial Assistant

10.8.2024

Announcements

Our Exciting New Spending Features Make Your Budget Even More Customizable

9.30.2024

Estate Planning

How To Revoke Or Terminate Your Living Trust

9.26.2024

Estate Planning

The Difference Between Life Insurance And An Estate Plan

9.24.2024

Financial Wellness

Why Providing Financial Wellness Benefits for Employees Is So Important

9.24.2024

Announcements

Stock Bundles: A New Way to Discover and Invest

9.24.2024

Estate Planning

The Difference Between A Will And A Trust

9.19.2024

Personal Finance

The Importance of Diversification

9.18.2024

Estate Planning

Why Procrastinating Your Will Is A Bad Idea

9.17.2024

Announcements

How Sidekick, Our AI Financial Assistant, Can Help Optimize Your Investments

9.16.2024

Estate Planning

Why You Should Talk To Your Kids About Estate Planning

9.12.2024

Estate Planning

You Just Inherited Money Or Assets—Here's What To Do With It

9.10.2024

Announcements

Introducing Origin’s Referral Program

9.6.2024

Estate Planning

Life Stages That Impact Your Estate Plan

9.5.2024

Announcements

New in Origin: Investing, Savings, and AI Tools Make Wealth-Building Easy and Approachable

9.5.2024

Announcements

New in Origin: Apple Card Integration

9.4.2024

Estate Planning

Navigating Multiple Marriages and Estate Planning

9.3.2024

Estate Planning

Official Guide To The Rules On Gifting

8.29.2024

Estate Planning

Things To Consider For Children In Your Estate Plan

8.27.2024

Estate Planning

What Is A Living Trust, And Do I Need One?

8.22.2024

Estate Planning

The Difference Between A Living Will And Will

8.20.2024

Personal Finance

Origin's State of Personal Finance Apps - 2024

8.16.2024

Estate Planning

Creating Your Last Will and Testament: A Simple Guide

8.15.2024

Estate Planning

Do I Need An Estate Plan If I'm Not Wealthy?

8.13.2024

Estate Planning

How To Fund A Trust

8.8.2024

Personal Finance

What Does a Certified Financial Planner Do, Anyway?

8.7.2024

Estate Planning

How to Notarize Your Will: A Step-by-Step Guide

8.6.2024

Personal Finance

🔎 What's happening to the stock market today?

8.5.2024

Estate Planning

Estate Planning After Getting A Divorce

8.1.2024

Estate Planning

Estate Planning Tips for Single Parents

7.30.2024

Estate Planning

How To Avoid Probate

7.25.2024

Estate Planning

How To Create A Living Trust

7.23.2024

Estate Planning

Are Heirs Responsible For Credit Card Debt Of A Deceased Person?

7.19.2024

Estate Planning

10 Costly Errors That Executors Make

7.17.2024

Estate Planning

401k Beneficiaries vs Will Beneficiaries: Which Document Wins?

7.15.2024

Estate Planning

3 Estate Planning Mistakes (And How To Avoid Them)

7.10.2024

Personal Finance

Understanding Employee Equity: The Basics of Terms, Taxes, and Selling

7.10.2024

Estate Planning

7 Things To Avoid Putting In Your Will

7.9.2024

Announcements

What's new in Origin: Q2 2024

6.28.2024

Financial Wellness

How to Calculate Your Financial Wellness Score

6.25.2024

Financial Wellness

How to write an open enrollment email to your employees

6.25.2024

Financial Wellness

Financial Wellness Stats for 2024

6.25.2024

Personal Finance

How to Split Expenses With Your Partner

6.20.2024

Estate Planning

Choosing the Right Executor for Your Estate

6.12.2024

Personal Finance

Mortgage rates are painful right now. Here are 5 ways to make your mortgage cheaper.

5.14.2024

Estate Planning

Preserving Your Legacy Beyond Finances

5.8.2024

Estate Planning

Things to Consider When Updating Your Estate Plan

5.7.2024

Estate Planning

Understanding Roles & Responsibilities Included In An Estate Plan

5.7.2024

Estate Planning

Estate Planning Basics

5.7.2024

Estate Planning

How to Avoid Probate

5.7.2024

Estate Planning

The Difference Between a Will and a Trust

5.6.2024

Announcements

Introducing Money Talks

4.30.2024

Announcements

Protect your Assets and Family with Estate Planning: New in Origin

4.19.2024

Estate Planning

The Difference Between Guardianship And Conservatorship

4.18.2024

Estate Planning

Maintaining Family Harmony: Tips for Discussing Your Estate Plan with Loved Ones

4.10.2024

Estate Planning

How To Provide For Your Spouse When You Pass Away

4.5.2024

Estate Planning

How Trusts are Taxed

4.5.2024

Estate Planning

How to Get a Will Notarized

4.3.2024

Estate Planning

What Happens To My Assets When I Die?

4.3.2024

Estate Planning

How to Fund a Trust

4.3.2024

Financial Wellness

How Different Life Moments Impact Your Taxes

3.22.2024

Announcements

Tax filing simplified: New in Origin

3.19.2024

Personal Finance

The Best Budgeting App to Replace Mint

3.18.2024

Financial Wellness

Tax Optimization Strategies to Lower Your Tax Bill

3.8.2024

Financial Wellness

Tax Changes in 2024

3.1.2024

Financial Wellness

Filing Taxes In 2024 — What Filers Should Know

2.21.2024

Personal Finance

How to Budget as a Couple

2.2.2024

Personal Finance

Top 10 Budgeting Mistakes

1.18.2024

Financial Wellness

Common Tax Deductions, Credits and Write-offs

1.18.2024

Financial Wellness

Taxes 101: U.S. Tax Basics

1.11.2024

Financial Wellness

Financial Wellness — Starting 2024 Off Right

1.10.2024

Announcements

NEW in Origin: Custom spending categories & Mint import tools

12.20.2023

Financial Wellness

What Documents Do You Need to File Your Taxes?

12.18.2023

Personal Finance

2023 Financial Year-end Checklist

12.13.2023

Announcements

Sign up for Origin. A note from our CEO.

11.3.2023

Personal Finance

How to Balance Saving for Retirement, Investing, and Student Loans

11.2.2023

Personal Finance

Your Guide to Saving & Budgeting

11.2.2023

Personal Finance

How to Get Started With Investing

11.2.2023