Resources
Featured Article
New in Origin: Investing, Savings, and AI Tools Make Wealth-Building Easy and Approachable
9.5.2024
Articles
Deep dives into personal finance
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
Announcements
NEW: High-Yield Cash Account With Promotional 5.8% APY
9.5.2024
Announcements
New in Origin: Investing, Savings, and AI Tools Make Wealth-Building Easy and Approachable
9.5.2024
Estate Planning
Life Stages That Impact Your Estate Plan
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
Personal Finance
Understanding Employee Equity: The Basics of Terms, Taxes, and Selling
7.10.2024
Estate Planning
3 Estate Planning Mistakes (And How To Avoid Them)
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 write an open enrollment email to your employees
6.25.2024
Financial Wellness
Financial Wellness Stats for 2024
6.25.2024
Financial Wellness
How to Calculate Your Financial Wellness Score
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
How to Avoid Probate
5.7.2024
Estate Planning
Estate Planning Basics
5.7.2024
Estate Planning
Understanding Roles & Responsibilities Included In An Estate Plan
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 Trusts are Taxed
4.5.2024
Estate Planning
How To Provide For Your Spouse When You Pass Away
4.5.2024
Estate Planning
What Happens To My Assets When I Die?
4.3.2024
Estate Planning
How to Get a Will Notarized
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
Financial Wellness
Common Tax Deductions, Credits and Write-offs
1.18.2024
Personal Finance
Top 10 Budgeting Mistakes
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
Announcements
A Brand New Look for Origin
11.2.2023
Personal Finance
A Beginner’s Guide to Answering Financial Questions with AI
11.2.2023
Personal Finance
Top 10 Questions People Ask Financial Planners
11.2.2023
Personal Finance
How to Balance Saving for Retirement, Investing, and Student Loans
11.2.2023
Personal Finance
How to Get Started With Investing
11.2.2023
Personal Finance
Your Guide to Saving & Budgeting
11.2.2023
Personal Finance
Buying vs. Leasing a Car
11.1.2023
Announcements
Introducing Origin's newly-redesigned product
9.16.2023
Financial Wellness
What is Corporate Financial Wellness?
8.12.2023
Financial Wellness
How to Implement a Financial Wellness Program for Your Employees
7.13.2023
Financial Wellness
How to Use Employee Benefits Solutions to Attract and Retain Top Talent
7.1.2023
Financial Wellness
The Power of Dollar Cost Averaging
6.27.2023
Announcements
Origin buys Finny to Expand Financial Wellness App for Employees
6.7.2023
Financial Wellness
Financial Wellness 101: Everything you need to know
5.20.2023
Financial Wellness
The Future of Open Enrollment Software
5.12.2023
Personal Finance
Understanding Employer Equity
5.12.2023
Financial Wellness
How to Drive Employee Engagement through Total Rewards
3.16.2023
Financial Wellness
6 Key Findings on Employee Financial Wellness
3.16.2023
Financial Wellness
Everything HR leaders Need to Know about Employee Equity Compensation
3.16.2023
Financial Wellness
How to Improve Employee Benefit Utilization
3.16.2023
Financial Wellness
Financial Wellness Programs vs. 401(k) plans: What’s The Difference?
3.16.2023
Financial Wellness
HR recruiters: How to explain equity compensation to candidates
3.16.2023
Financial Wellness
Why diversity, equity, and inclusion matters in financial planning
3.16.2023
Personal Finance
Financial Planner vs Financial Advisor
3.16.2023
Financial Wellness
What are Employee Total Rewards?
3.16.2023
Financial Wellness
The 4 Pillars of Holistic Financial Wellness
3.15.2023
Financial Wellness
Total Rewards Statement Guide
3.14.2023
Financial Wellness
How to Craft a Winning Open Enrollment Communication Strategy
3.10.2023
Financial Wellness
What are Financial Wellness Companies
3.1.2023
News
Origin in the news
Forbes
Budgeting & Money Management, Picking The Right App Is Key
7.19.2024
Forbes
Why Gen-Z Is Suddenly Creating Wills And Trusts — And You Should Too
4.17.2024
Worklife
Tax season is confusing but employers can help
2.27.2024
HR Brew
Technically HR: New financial wellness partnership can help your employees file their taxes
2.22.2024
MarketWatch
401(k) hardship withdrawals jumped 36% in the second quarter
10.25.2023
Yahoo Finance
Ex Uber Leaders Join Fintech Startup Origin to Reimagine Financial Wellness
10.25.2023
Fast Company
10 money mistakes to avoid on the path to financial wellness
10.25.2023
Axios
Origin buys Finny to expand financial wellness app for employees
10.25.2023
Axios
Origin acquires estate planning startup MyAdvocate
10.25.2023
Barrons
You Can Pay Down Student Loans and Save for Retirement. Here’s How.
10.25.2023
Case Studies
How leading organizations use Origin
Webflow
How Webflow Uses Origin to Design a Global Benefits Strategy
10.26.2023
Udemy
Udemy Invests in Their Number One Asset: Employee Well-being
10.26.2023
Webinars
Conversations led by Origin financial planners
Past
Conquering Debt
3.20.2024
Past
Tax Season Readiness
2.21.2024
Past
Financially Sustainable Living
1.24.2024
Past
US: Protecting Your Assets & Loved Ones with Insurance
12.19.2023
Past
UK: Year-end Financial Planning
11.29.2023
Past
European Union: Year-end Financial Planning
11.29.2023
Past
Canada: Year-end Financial Planning
11.28.2023
Past
UAE: Year-end Financial Planning
11.28.2023
Past
India: Year-end Financial Planning
11.27.2023
Past
Australia: Year-end Financial Planning
11.27.2023
Past
US: Year-end Financial Planning
11.16.2023
E-books
Reports for HR leaders
E-book
Redefining wellness benefits: How to take a holistic approach to employee well-being
10.26.2023
E-book
How financial wellness can help your DEI strategy
10.26.2023
E-book
The state of employee financial health and wealth
10.26.2023
E-book
How to maximize the impact of your benefits program
10.26.2023