Manage Money

The American Opportunity Credit: A Tax Break for Students

Key Takeaways Credit value: Up to $2,500 per eligible student, per year. Refundable: Up to 40% (max $1,000), even if...

Bank Accounts, Treasury Bills, Money Markets, ETFs – September 2026 — My Money Blog

Here’s my monthly survey of the best interest rates on cash as of September 2026, roughly sorted from shortest to...

Optima Tax Relief Earns Ninth Consecutive Civic 50 Orange County Award 

National Tax Resolution Firm Recognized for Continued Commitment to Volunteerism, Philanthropy and Community Impact  Optima Tax Relief has once again...

IRS Audit and Appeals Lawyer Explained

Key Takeaways   An IRS audit and appeals lawyer can help taxpayers respond to an IRS audit, dispute proposed adjustments,...

The Hidden Exposure That Can Impact a Deal

Mergers and acquisitions involve many moving pieces. From financial due diligence and legal reviews to operational planning and integration strategy,...

2026 IRS Mileage Rates  | Optima Tax Relief

Key Takeaways  The 2026 IRS mileage rates are 76¢ per mile for business driving and 23.5¢ per mile for medical...

Make Money

10 Tips for Effectively Managing Remote Staff

Managing remote staff effectively requires a focused approach. Start by clearly defining roles and responsibilities to prevent any confusion. Schedule regular check-ins to track progress and provide feedback. Encourage open dialogue to build trust and foster connections among team members....

Recent Post

Chart of the Week: The Tokenization Boom Is Happening

A year ago, I predicted that tokenization was inevitable. In fact, I predicted that within a decade, most financial assets,...

India Moves to Make UPI More Self-Reliant with Merchant Fee

Few payment systems have grown as quickly—or become as central to everyday commerce—as India’s United Payment Interface (UPI). The real-time...

Why Are Valuations Falling in a Bull Market?

Posted September 15, 2026 by Ben Carlson Some notable market moves we’ve experienced this year: Mortgage rates have gone from...

ISO’s generative AI exclusion is already on thousands of CGL policies

Coverage gaps at the CGL level ISO endorsement CG 40 47 01 26 became available for carrier attachment to commercial...

Ask the right questions – Mortgage Strategy

A firm I spoke to recently trialled a document-handling tool for six weeks. The tool read incoming statements, worked out...

UK Takes Next Step Toward National Payments System Overhaul

When the UK first floated plans for a payments network built for the digital economy, the obvious question was whether...

Mortgage

‘We are heavy on the remortgage side’ – Mortgage Strategy

Mortgage brokers say the rush towards remortgaging shows no signs of slowing, reinforcing Bank of England figures that show house...

07 Sept to 11 Sept – Mortgage Strategy

This week’s top headlines: Mortgage rate rises on horizon as major lenders reprice and more than 8,500 tenanted homes on...

conveybuddy appoints Chris Smith as regional director – Mortgage Strategy

Conveyancing distributor conveybuddy has appointed Chris Smith as regional director for London and the South East. Smith will be responsible...

Marsden simplifies expat buy-to-let mortgage criteria – Mortgage Strategy

Marsden Building Society has simplified its expat mortgage criteria. The society has removed its minimum income requirement and reduced documentation...

HSBC UK and Molo to hike rates from next week – Mortgage Strategy

HSBC UK will be increasing rates across its ranges from 7 September, though it has not yet said by how...

Formal complaints from new build buyers triples in a year – Mortgage Strategy

The number of formal complaints made to the New Homes Ombudsman (NHOS) has more than tripled in the space of...