Manage Money
Fidelity Target Allocation ETF Model Portfolios (Meant for Advisors) — My Money Blog
One of my older relatives used Fidelity to manage their investments, and it was a hodgepodge of over 10 different...
What’s new in sales tax?
There’s always something changing in the world of tax, especially sales tax. Here’s a review of some of the recent...
CIT Bank Platinum Savings $225/$300 Bonus + 4.30% APY (New and Existing Customers) — My Money Blog
CIT Bank has a new limited-time $225/$300 Platinum Savings deposit bonus. The bonus depends on deposit amount, and it is...
What is the IRS? | Optima Tax Relief
The Internal Revenue Service (IRS) is the federal agency responsible for administering and enforcing tax laws in the United States....
Portfolio Simplification Progress for 2024 — My Money Blog
I recently found a handwritten note from early 2024 that outlined my goals to “SIMPLIFY!” my portfolio. The overall idea...
Etsy Sales Tax Explained: A Guide to Form 1099-K, Exemptions, & Filing
Your sales tax obligations are almost always complex, but tax compliance can get even more complicated when you use a...
Berkshire Hathaway 2024 Annual Shareholder Letter by Warren Buffett — My Money Blog
Berkshire Hathaway (BRK) released its 2024 Letter to Shareholders (also see full 2024 Annual Report), which Warren Buffett traditionally also...
What are Unrealized Gains? | Optima Tax Relief
When you invest in assets such as stocks, real estate, or cryptocurrencies, you may notice the value of your investments...
Claim Your State Income Tax Exemption (Updated 2025) — My Money Blog
As the brokerage 1099 forms for the 2024 Tax Year are coming out, here is a quick reminder for those...
Setting Up Sales Tax Calculation for Your Business
Getting the right sales tax on your invoice is a pivotal step in managing your sales and use tax obligation....
Gemini Crypto: $75 Bonus after Trading $100 (Referral Promo Code)
Crypto exchange Gemini has upped their referral offer for a limited-time to a $75 bonus in crypto after you open...
How to Apply for a Withdrawal of Notice of Federal Tax Lien
A federal tax lien is the government’s legal claim against your property when you fail to pay a tax debt....
