Manage Money

What Businesses Need to Know

Discovering that your business has unpaid or uncollected sales tax can be stressful, especially when the exposure goes back several...

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,...

Make Money

Master Work Delegation in 5 Easy Steps

Mastering work delegation is essential for boosting your team’s productivity and morale. Start by pinpointing tasks that align with your strategic goals, then categorize them by complexity. Clearly communicate your expectations using the “5 Ws”: who, what, when, where, and...

Recent Post

Apple Pay Inches Closer to India Launch with Axis Bank as Issuer

Differences of opinion with regulators have kept Apple Pay out of one of the world’s largest payments markets, but all...

5% Bond Yields – A Wealth of Common Sense

A reader asks: I don’t totally understand bonds. Is the yield on the Agg the equivalent of a near guaranteed...

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,...

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...