Manage Money

Self-Directed Investors Hold a Lot of Cash. Maybe That’s Perfectly Rational — My Money Blog

In this Morningstar market brief, it is revealed that the average self-directed Vanguard investor (7 million accounts!) held an asset...

Do I Need a Tax Attorney?

Key Takeaways   Do I need a tax attorney? Not necessarily. Routine tax preparation, straightforward filing questions, and uncomplicated tax planning...

What to Do When You Expand Into New States

Growth is good for business. But as your sales expand into new states, your sales tax obligations can expand right...

What Uber Drivers Can Deduct 

Key Takeaways  Uber drivers are generally self-employed independent contractors and must report their Uber income and pay applicable federal income...

Long-term TIPS Yield now 3%; 4.9% Guaranteed 30-Year Withdrawal Rate — My Money Blog

Keeping track of TIPS yields is useful because it provides a baseline of the return you can get by taking...

What Tax Bracket Am I In? Complete 2026 Guide 

Key Takeaways   What tax bracket am I in? Your 2026 federal tax bracket depends on your taxable income and...

Make Money

5 Essential Comments to Elevate Performance Reviews

To elevate performance reviews, start by celebrating achievements to boost morale. Acknowledge both individual and team contributions, then provide specific feedback that highlights strengths and areas for improvement. Next, set SMART goals that align with your organization’s objectives. Encourage open...

Recent Post

“If you’re not taking care of your client, someone else will”

Trucordia CEO on how the soft market raises retention stakes, and a broker's biggest competitive weapon Disclaimer: This story is...

Government puts £39bn into social and affordable housing – Mortgage Strategy

Families living in temporary accommodation or waiting for a council home will be helped by a £39 billion government housing...

Fueled by Stablecoins, Monthly Crypto Card Purchases Top $1 Billion

Crypto cards have the potential to bridge the longstanding gap between digital assets and established retail infrastructure—and finally bring widescale...

Can AI Replace Animal Testing?

In 2006, six healthy men volunteered to test an experimental drug called TGN1412. Before the trial, researchers had tested the...

How Leading Brands Are Building Better Digital Gift Card Experiences

The gap between good and great gift card programs is widening. While most brands offer some form of gift card,...

The Most Hated Asset Class in the World

In December 2024 I wrote that international stocks were the most hated asset class in the world. Foreign stocks have...

Mortgage

17 August to 21 August – Mortgage Strategy

This week’s top headlines: HSBC and Gen H cut rates and Nationwide launches free credit score tool. Explore these and...

Swap rates explained – Mortgage Strategy

Over the past few years, borrowers have become accustomed to seeing fixed-rate mortgage pricing move quickly and sometimes unexpectedly. The...

Hanley launches into holiday let market – Mortgage Strategy

Hanley Economic Building Society has launched its first range of holiday let mortgages. It is initially offering two discounted variable...

West Brom BS launches mortgage range for foreign nationals – Mortgage Strategy

West Brom Building Society has launched a new mortgage range for foreign nationals living and working in the UK into...

10 August to 14 August – Mortgage Strategy

This week’s top headlines: Ben Thompson to leave MAB andEx-Connells chief wins fiery age discrimination and unfair dismissal cases. Explore...

Paragon brings back ‘track to fix’ feature to tracker mortgages – Mortgage Strategy

Paragon Bank has brought back its ‘track to fix’ feature to its range of Bank base rate (BBR) tracker buy-to-let...