Manage Money

IRS Automated Collection System: What You Need to Know 

Key Takeaways   The IRS Automated Collection System is a centralized IRS collection function that handles certain cases involving unpaid federal...

$1,000 Bonus on $10,000 Deposit — My Money Blog

GalaxyOne is a fintech super-app that combines a checking account, stock trading, and crypto. Checking account is through Cross River...

New Employees, Locations, or Warehouses? Don’t Overlook Sales Tax Nexus

Business growth doesn't always look like opening a new office or storefront. Sometimes, it means hiring an employee who works...

What You Need to Know About State Tax Audits

Key Takeaways:  A state tax audit is a review conducted by a state tax authority to verify the accuracy of...

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...

Make Money

7 Tips for Managing Remote Employees Effectively

Managing remote employees effectively requires a focused approach. Start by clearly defining roles and responsibilities to avoid confusion. Set specific communication guidelines, like preferred channels and response times. Regular check-ins are essential, so schedule them consistently, using video calls for...

Recent Post

Medicare’s GLP-1 discount excludes its sickest patients – a lesson for group plans

In group plans, the relevant question is whether GLP-1 coverage is structured around diabetes only, weight loss only, or both....

Reserve your place at MIT Live 2026 – Mortgage Strategy

If you haven’t already done so, please remember to register for MIT Live on 13 October 2026 at the fantastic...

Tech Giants Call for Cybersecurity Consortium to Deal with AI Threats

After high-profile incidents in which artificial intelligence models have gone rogue, more than 100 organizations have signed a letter calling...

Sizing Down To Win Big

Earlier this month, I got a call from one of my students, Strati. When I asked how things were going, this...

Less Friction, More Opportunity: The Future of Cross-Border Payments

For banks and financial institutions, the pressure is mounting. Customers operating across borders expect payments to be fast, predictable, transparent,...

My Most Contrarian Opinion Right Now

I’m not much of a contrarian. By definition, contrarians are wrong most of the time. Fighting the herd only tends...

Mortgage

24 August to 28 August – Mortgage Strategy

This week’s top headlines: Prices fall across 11 of London’s commuter towns and young adults turn to AI for mortgage...

Average UK rents rise by 4.3% year on year: Lomond – Mortgage Strategy

Average rents have risen by 4.3% over the past year to £1,369 per month, the latest quarterly index from Lomond...

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...

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...