Tracking your expenses is key to developing and maintaining a financial plan. Whether you’re paying off debt, building an emergency fund, or planning for retirement, monitoring your expenses gives you ...

Over a decade ago, Morningstar's director of personal finance Christine Benz began her 30 Days to Financial Fitness series on Morningstar.com with a quote from psychologist William James, who said ...

Open enrollment is one of the few moments each year when employees actively engage with their benefits—and when employers ...

Brex reports that choosing the right expense management system enhances financial health and efficiency, automates processes, and supports growth.

The following general ledger/commitment items are used to record expenses as category 2 and 3 of the Statement of Financial Activity (SoFA) report. The categories are outlined alphabetically. Each ...

The Financial Highlights is the first place I go when I’m looking at a new fund. It presents a lot of data in an easy-to-understand format for most people to judge fund performance and see a few key ...

Retirement is full of unexpectedly high expenses, from home repairs to transportation. Marianne Nolte knew that caring for her mother-in-law would be expensive, especially after the 94-year-old moved ...

Discover what medical expenses are deductible, including examples like insurance premiums and prescriptions, and learn how ...

In times of financial distress, many people look for quick solutions to tide them over until their next paycheck. One of these seemingly quick fixes is a car title loan. On the surface, car title ...

Medical groups and physician practices continue to feel the financial pinch of higher expenses in 2022 even as patient volumes help to drive revenue growth. Higher patient volumes in the third quarter ...