Manage Money

Short-Term Treasury ETF — My Money Blog

Most people worry about stock drama, but every so often, there is also bond drama. Bonds are debt, which means...

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,...

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

One agency owner on the problem a soft market makes worse

More capacity means more remarketing — and more pressure on agencies that don't have the carrier access to compete on...

FTBs represented more than half of mortgage sales in 2025: ONS – Mortgage Strategy

First-time buyers accounted for more than half of UK mortgage sales last year, up from around a third two decades...

Circle’s Arc Blockchain Goes Live with Strong Institutional Backing

Even as the failure of the Clarity Act has cast uncertainty over the digital assets industry, some of its leading...

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...

Mortgage

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...

‘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...