Manage Money

Where to Get Reliable Tax Help When You Owe the IRS 

Key Takeaways  Back taxes refer to unpaid tax liabilities from prior years and can grow quickly due to ongoing penalties...

Chase Sapphire Preferred June 2026 Changes, Both Positive and Negative — My Money Blog

The Chase Sapphire Preferred Card has been a big hit for Chase since it came out, and they recently announced...

Do You Need a Tax Attorney for an IRS Audit? 

Key Takeaways  Not every IRS audit requires a tax attorney, but professional representation is often beneficial when an audit involves...

What Happens If You Don’t Report Crypto on Taxes?

Key Takeaways   The IRS treats cryptocurrency as property, meaning taxable events can occur when crypto is sold, traded, spent, or...

Recommended Strategies for Maximizing Retirement Income — My Money Blog

Vanguard Research recently released a whitepaper titled Vanguard’s Principles for Retirement Income (direct PDF link) and I was surprised to...

2026 Q2 Estimated Tax Payments are Due. Are You Prepared?

Key Takeaways:  The 2026 estimated tax due dates are April 15, June 15, September 15, 2026, and January 15, 2027, and apply to...

Make Money

Small firms have to report profit and loss from 2028

From April 2028, small businesses and micro-businesses/micro-entities will need to file profit and loss with Companies House. If you’re registered with Companies House, look out for an email to your registered address which will provide more information. In the meantime,...

Recent Post

Florida Supreme Court rejects tougher test for pleading punitive damages

The real test, the court explained, is whether "a reasonable person could conclude, based on the claimant's evidence, that the...

08 June to 12 June – Mortgage Strategy

This week’s top headlines: FCA sets out plan to widen mortgage access and Hodge updates criteria for large loan sizes....

AML Crackdown Continues with Closing of UK Payment Processor

Government regulators around the world continue to intensify efforts against money laundering. In a first-of-its-kind case, Britain’s Financial Conduct Authority...

$1 Trillion ETFs, Wealth Inequality and the Shrinking Middle Class

Bloomberg noted last week that the Vanguard S&P 500 ETF (VOO) is now the first ETF in history with $1...

Barclays Targets Future Customers Through GoHenry UK Acquisition

The race to capture the next generation of banking customers is no longer confined to fintechs. Barclays is making a...

The Nvidia Moment for Space

Three years ago, Nvidia (Nasdaq: NVDA) became the stock that forced Wall Street to take artificial intelligence seriously. And I...

Mortgage

Protection roundtable – Mortgage Strategy

Karen Hatch Photography Canadian novelist and playwright Robertson Davies wrote that, “The eye sees only what the mind is prepared...

Gen H – Mortgage Strategy

Just 27% of Gen H’s panel consider foreign national cases straightforward to place, a survey from the lender reveals. Gen...

Broker demand for smarter tech grows but AI divides opinion – Mortgage Strategy

Nearly nine in ten mortgage brokers (89%) want technology to play a bigger role in streamlining the mortgage application process,...

Halifax and BM Solutions to cut rates on Monday – Mortgage Strategy

Halifax and BM Solutions have announced another round of rate cuts on Monday after trimming prices at the start of...

Pure Retirement adds AI criteria chatbot – Mortgage Strategy

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Mark Tosetti, CEO at CAL and director of partnerships at Movera – Mortgage Strategy

Mark Tosetti Tell us a bit about your career to date I’ve spent most of my career working in and...