Skip to main content


Featured Article

Tax filing simplified: New in Origin

March 19, 2024

Origin Tax 2024


Deep dives into personal finance

How Trusts are Taxed

How To Provide For Your Spouse When You Pass Away

The Difference Between a Will and a Trust

How to Get a Will Notarized

How to Fund a Trust

What Happens To My Assets When I Die?

How Different Life Moments Impact Your Taxes

Tax filing simplified: New in Origin

The Best Budgeting App to Replace Mint

Tax Optimization Strategies to Lower Your Tax Bill

Tax Changes in 2024

Filing Taxes In 2024 — What Filers Should Know

How to Budget as a Couple

Common Tax Deductions, Credits and Write-offs

Top 10 Budgeting Mistakes

Taxes 101: U.S. Tax Basics

Financial Wellness — Starting 2024 Off Right

NEW in Origin: Custom spending categories & Mint import tools

What Documents Do You Need to File Your Taxes?

2023 Financial Year-end Checklist

Sign up for Origin. A note from our CEO.

Top 10 Questions People Ask Financial Planners

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

How to Get Started With Investing

Your Guide to Saving & Budgeting

A Brand New Look for Origin

A Beginner’s Guide to Answering Financial Questions with AI

Buying vs. Leasing a Car

Introducing Origin's newly-redesigned product

What is Corporate Financial Wellness?

How to Calculate Your Financial Wellness Score

How to Implement a Financial Wellness Program for Your Employees

How to Use Employee Benefits Solutions to Attract and Retain Top Talent

The Power of Dollar Cost Averaging

Origin buys Finny to Expand Financial Wellness App for Employees

Financial Wellness 101: Everything you need to know

The Future of Open Enrollment Software

Understanding Employer Equity

How to Choose the Right Open Enrollment Communication Template for Your Company

Financial Wellness Stats You Need to Know in 2024

Financial Planner vs Financial Advisor

Why diversity, equity, and inclusion matters in financial planning

How to Improve Employee Benefit Utilization

Financial Wellness Programs vs. 401(k) plans: What’s The Difference?

6 Key Findings on Employee Financial Wellness

Everything HR leaders Need to Know about Employee Equity Compensation

How to Drive Employee Engagement through Total Rewards

What are Employee Total Rewards?

HR recruiters: How to explain equity compensation to candidates

The 4 Pillars of Holistic Financial Wellness

Total Rewards Statement Guide

How to Craft a Winning Open Enrollment Communication Strategy

What are Financial Wellness Companies


Origin in the news

Case Studies

How leading organizations use Origin


Conversations led by Origin financial planners


Reports for HR leaders