Manage Money

Optima Tax Relief CFO Stephen Keim Nominated for Orange County Business Journal’s CFO of the Year 

Nomination recognizes Keim’s strategic financial leadership and his role in driving sustainable growth for the nation’s leading tax resolution firm. ...

MMB Portfolio Dividend & Interest Income – 2026 1st Quarter Update — My Money Blog

Here’s my 2026 1st Quarter income update as a companion post to my 2026 1st Quarter asset allocation & performance...

Last-Minute Tax Filing? What to Do Before the Deadline

Key Takeaways  Last minute tax filing is common, but acting quickly and prioritizing accuracy can help you avoid costly penalties...

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

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

Why Did I Owe Taxes This Year? Top Reasons & How to Avoid It

Key Takeaways:   Unexpected tax bills often result from not updating your W-4 form after major life changes or income...

MMB Portfolio Asset Allocation & Performance – 2026 1st Quarter Update — My Money Blog

Here is my 2026 1st Quarter portfolio update that includes all our combined 401k/403b/IRAs and taxable brokerage accounts but excludes...

Make Money

Best Bookkeeping Books: Top 7 You Need to Read

If you’re aiming to improve your bookkeeping skills, knowing which books to turn to is essential. Several titles stand out for their practical insights and foundational knowledge. For example, “Basic Accounting” by Nishat Azmat & Andy Lymer lays the groundwork,...

Recent Post

PayPal Gives Canva Creators a Unified Solution for Payments

PayPal is making a push into the creator economy with the launch of PayPal Links, a new feature that integrates...

The Business of Life is the Acquisition of Memories

My family was in Florida on spring break this past week. One day I was walking to get something from...

U.S. Federal Reserve Considers Taking FedNow Global

The real-time payments system FedNow has rapidly gained from over 1,600 financial institutions across the United States. However, these participants...

Chart of the Week: The $1.3T Private Credit Market Is Starting to Crack

Private credit has been one of the fastest-growing corners of finance over the past decade plus. It surged after the...

Mortgage Rates Update: What’s Moving the Market Right Now

If you’ve been wondering why mortgage rates are changing or where rates are headed next, here’s what’s happening right now....

Octopus Capital and Barratt to deliver 110 new affordable homes – Mortgage Strategy

Octopus Capital has agreed a forward funding deal with Barratt and David Wilson Homes (Anglia) to support the delivery of...

Mortgage

The Right Mortgage network hires Roe as compliance manager – Mortgage Strategy

The Right Mortgage & Protection Network has appointed Samantha Roe from HL Partnership as compliance manager. Roe will be the...

30 Mar to 03 Apr – Mortgage Strategy

This week’s top headlines: FCA and PRA consider relaxing high-LTI lending rules and UK Finance’s Roe to step down as...

The latest lender rate changes ahead of Easter – Mortgage Strategy

More lenders have revealed price changes ahead of the Easter bank holiday weekend. Shawbrook has repriced its product transfer deals...

Barclays makes mix of price increases and reductions – Mortgage Strategy

Barclays will be increasing rates by up to 40 basis points tomorrow on many of its products, while also trimming...

TSB makes further 50bps hikes; Skipton of up to 25bps – Mortgage Strategy

TSB is hiking rates by 50 basis points on residential and buy-to-let deals tomorrow and Skipton Building Society is raising...

TSB to hike product transfer rates by 35bps – Mortgage Strategy

TSB is making further rate increases on Tuesday, this time of up to 35 basis points on product transfer deals....