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Best Broker for DIY Investors? Customer Satisfaction Survey Results 2025 — My Money Blog

Posted on June 23, 2025 // 3 Comments My Money Blog has partnered with CardRatings and may receive a commission...

IRS Staffing and Service Concerns 

Key Takeaways: The Trump administration’s downsizing initiative aims to cut nearly half of IRS staff, drastically reducing the agency’s workforce...

125 Years of Market History (1900-2025) — My Money Blog

Posted on June 26, 2025 // 1 Comment My Money Blog has partnered with CardRatings and may receive a commission...

The Telecom/Tech Company’s Checklist to Building a Tax Compliance Process

As digital products and technology platforms evolve, so do the complexities around how they’re taxed. From bundled services to shifting...

Huge Bonus, Huge Annual Fee, Huge List of Perks — My Money Blog

Chase managed to make a media event out of its revamp of the Chase Sapphire Reserve and new Chase Sapphire...

Can the IRS Take My 401(k)?

Key Takeaways:  The IRS can seize your 401(k) if you’re eligible to withdraw funds. Retirement accounts are not immune to...

$100 Bonus (New and Existing Customers) — My Money Blog

CIT Bank has a new promo for their eChecking account. Their eChecking has a minimum opening deposit of $100, no...

Wayfair’s 7th birthday: Sales tax changes continue

The Supreme Court’s decision in Wayfair seven years ago this month changed the world of eCommerce. Suddenly all states could...

Early Deals, Free Trials, Reset Credit Card Bonuses — My Money Blog

Posted on June 20, 2025 // 1 Comment My Money Blog has partnered with CardRatings and may receive a commission...

How AI Tools Are Changing Tax Prep and What to Watch Out For 

Key Takeaways:  AI tools are changing tax prep by automating data entry, categorizing expenses, and helping users identify deductions faster. ...

Asset Class Risk/Return Charts (2025) — My Money Blog

While continuing my CFP course on Investment Planning, their sections on portfolio construction and asset allocation contained several updated 2025...

Do You Have to Pay Sales Tax on Clubs & Membership Dues?

Clubs and dues have been around for decades, but the rise of certain memberships – and the ability to sell...