Manage Money

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...

Do Taxpayers Who Owe Trust the IRS? Why Many Are Unsure About Enforcement

Key Takeaways  51% of surveyed Optima clients said they did not believe the IRS enforces against most people who owe,...

Make Money

How to Write Effective Performance Evaluations

When you sit down to write performance evaluations, focus on being clear and constructive. Start by reviewing job descriptions and past evaluations to understand expectations and context. Gather specific examples of accomplishments and areas for improvement. Use a consistent template...

Recent Post

A New Payment Rail Is Not a Global Payment Solution

At Money20/20 this year, one question deserves more attention than how quickly money can move: what does it take to...

FTC Data Shows Scams Are Taking a Considerable Toll on Seniors

Anyone can fall victim to a scam, but adults over 60 are especially vulnerable—and often face more substantial financial losses....

Which Lending Categories Face the Greatest Losses Under DFAST?

Financial institutions must continually assess their ability to withstand economic uncertainty while maintaining stability and managing risk. Economic downturns can...

Talk Your Book: Investing in Single Stock Futures

Posted October 25, 2026 by Ben Carlson Today’s Talk Your Book is brought to you by CME Group: On today’s...

What Credit Score Do You Need to Buy a House?

If you’re planning to buy a home, you may be wondering whether your credit score is high enough to qualify...

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...

Mortgage

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...

Generation Home increases mortgage rates as swap costs rise – Mortgage Strategy

Generation Home is increasing selected mortgage rates by up to 15bps from 12 October, citing rising swap rates. The lender...