Manage Money

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,...

What Businesses Should Review Before Year-End

Sales tax compliance can become increasingly complex as businesses expand into new states, introduce new products or services, and navigate...

Make Money

What Is the Performance Review Process and Its Importance?

The performance review process is key to evaluating how well you and your team are meeting goals. It’s not just about gauging strengths and weaknesses; it’s a chance to align your contributions with the organization’s objectives. To make the most...

Recent Post

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...

Sam’s Club Taps Affirm as Exclusive BNPL Provider

Affirm has signed a multi-year deal to become the exclusive buy now, pay later provider for Sam’s Club. The service...

Crypto Doesn’t Have to Wait for Nov. 3

A few weeks ago, I explained why I wasn’t particularly worried when Congress failed to advance the CLARITY Act. The...

OCC’s Rules Leave Door Open to Stablecoin Yield

The Office of the Comptroller of the Currency (OCC) issued guidelines for implementing the GENIUS Act yesterday, but left unresolved...

How I Think About Investing in Bonds

A reader asks: On a recent episode of Animal Spirits, Ben mentioned he bought bonds for the first time in...

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...