Monarch Blog
We're on a mission to make better financial outcomes available to everyone. Read our latest thoughts and insights.
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How to Discuss Money Values With Your Partner
Money talks are easier when you start with what matters most. Your values are a low-stakes way to get aligned with your partner—without diving straight into dollars.
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May 24, 2024
A Couples Checklist for Setting Money Goals
We asked financial advisors for their advice on how to get on the same page as your partner.

May 10, 2024
Should You Open a Joint Bank Account Together?
Three suggestions for how to best organize your bank accounts as a couple.

December 16, 2023
Planning for the Unexpected: Managing Non-Monthly Expenses
Practical steps to anticipate and save for non-monthly financial demands.

November 9, 2023
6 Crucial Steps Toward Financial Transparency in Relationships
Guidance on achieving financial transparency in relationships, discussing common financial conflicts, the importance of open dialogue, goal alignment, and overcoming challenges

November 9, 2023
Mint shutting down; How to migrate to Monarch
Intuit is shutting down Mint, and prompting users to migrate their personal finance data to Credit Karma. Thoughts from Mint’s first product manager and CEO of Monarch, and why we think Monarch is the best Mint alternative.

November 7, 2023
Mint is shutting down. What should Mint users do now? Thoughts from Mint’s first product manager and CEO of Monarch.
Intuit is shutting down Mint, and prompting users to migrate their personal finance data to Credit Karma. Thoughts from Mint’s first product manager and CEO of Monarch, and why we think Monarch is the best Mint alternative.

May 5, 2023
Zero-Based Budgeting: Benefits, Drawbacks & How to Do It
Zero-based budgeting is a budgeting style that assigns a job to each dollar. While it’s a good approach for curbing overspending, it’s not for everyone.

March 24, 2023
Investment Vehicles: Definition and Types Explained
Investment vehicles let you grow your money and build wealth more quickly. Learn about the different investment vehicles and how they work.

March 7, 2023
22 Things to Do Now to Prepare for a Layoff
When the economy falters, layoffs can loom on the horizon. But being prepared can help you weather what lies ahead, and even make use of hidden opportunities to save, invest, and work toward financial independence.
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December 20, 2022
How to Create a Budget With Your Partner
Budgeting with your partner can be a great way to take control of your finances and work towards common goals. However, it can also be a source of conflict if you don't have a plan in place. Here are 10 tips on how to budget with your partner in 2023.

June 15, 2022
529 Plans and Other College Savings Account Types
We’ll walk through the four most common accounts used for college savings, how each one works, and when each account type might be the best fit.

February 17, 2022
How Monarch Compares to YNAB's Zero-Based Budgeting
The various ways you can set up a budget with Monarch and how it compares with zero based budgeting (ZBB).
