Manage Money

Optima Tax Shield: Tax Help for Victims of Tax Identity Theft

Key Takeaways   Tax identity theft occurs when someone uses your Social Security number (SSN), Individual Taxpayer Identification Number (ITIN), or...

2026 IRS Notice Guide: What Each Notice Means

Key Takeaways  IRS notices do not automatically mean you are being audited. The IRS may send a notice to report...

Sam’s Club Plus now includes Walmart+ Membership Bundled — My Money Blog

The higher “Plus” tier of Sam’s Club membership (regularly $120 a year) now includes Walmart+ membership at no additional cost...

What Businesses Need to Know

If your business uses Shopify Tax's automated filing service to manage sales tax returns, it's time to start planning for...

IRS Enforcement Is Changing: Why Tax Notices Still Matter in 2026

Key Takeaways   The IRS lost roughly 30% of its workforce between January 2025 and January 2026, with 31,273 separations taking...

The Millionaires Are [Still] Small Business Owners Next Door — My Money Blog

When I was starting out financially, one of the hot books was The Millionaire Next Door: The Surprising Secrets of...

Make Money

Assigning Tasks Effectively to Team Members

When you assign tasks to your team, start by evaluating each member’s strengths and current workload. Match tasks to their skills, ensuring everyone feels capable and engaged. Set clear expectations and deadlines, so there’s no confusion. Regular check-ins can help...

Recent Post

Canada Proposes Stablecoin Rules That Address Banks’ Concerns

Canada’s lawmakers are weighing in on an issue that has been top of mind for banks as stablecoins gain traction:...

Talk Your Book: Beyond Bonds in Retirement

Posted October 26, 2026 by Ben Carlson Today’s Talk Your Book is brought to you by Calamos: On today’s show,...

Sweden Revisits the Possibility of a CDBC

Facing the prospect of a digital euro and the near-disappearance of cash from its payments infrastructure, Sweden is considering reviving...

MLR rebate checks are in hand. The ERISA clock is already running

Fully insured group health plan sponsors have roughly three months from receipt to distribute the participant share, or set up...

HMO opportunity in a time of change – Mortgage Strategy

Shutterstock / Worradirek Demand for houses in multiple occupation (HMOs) remains high among tenants while investors can benefit from more...

Don’t Simply Trust a 71% Spike: Trade SCARED

My job is never done. There will ALWAYS be over-aggressive, degenerate gamblers who refuse to trade scared. That is… Until...

Mortgage

Fintel buys Mortgage Brain Holdings in £38.4m deal – Mortgage Strategy

Fintel has bought Mortgage Brain Holdings for £38.4m. Mortgage Brain Holdings owns companies including Mortgage Brain Limited, AE3 Media, Criteria...

Barclays to cut 5,000 jobs as its use of AI increases – Mortgage Strategy

Barclays is cutting around 5,000 jobs this year as it increases its use of AI and other technology. The reductions...

Chancellor rules out CGT rise in Budget – Mortgage Strategy

The chancellor has reportedly ruled out increasing capital gains tax in this month’s Budget. According to Treasury sources cited in...

12 Oct to 16 Oct – Mortgage Strategy

This week’s top headlines: Halifax updates intermediary site to make apps easier and NatWest becomes latest lender to cuts rates....

OBR should assess every Budget measure for its impact on housing, says committee chaired by Vince Cable – Mortgage Strategy

The Office for Budget Responsibility (OBR) should assess every Budget measure for its impact on the housing market, according to...

LendWell lands SPF Private Clients deal – Mortgage Strategy

AI mortgage technology company LendWell has signed a multi-year agreement with SPF Private Clients (SPF). LendWell is working with SPF...