Manage Money

Recommended Strategies for Maximizing Retirement Income — My Money Blog

Vanguard Research recently released a whitepaper titled Vanguard’s Principles for Retirement Income (direct PDF link) and I was surprised to...

2026 Q2 Estimated Tax Payments are Due. Are You Prepared?

Key Takeaways:  The 2026 estimated tax due dates are April 15, June 15, September 15, 2026, and January 15, 2027, and apply to...

Still Buying the Haystack and Sleeping Well Because I’ll Own The Needles (Winners) — My Money Blog

In 2019, I wrote the post Buying The Haystack: Sleeping Well Because I’ll Own The Winners (Needles). Recently, Hendrik Bessembinder...

Understanding the Rules Across States

Promotions are an effective way to attract customers and drive revenue, but they can also create unexpected sales tax challenges....

Early Deals, Free Trials, Shop w/ Points — My Money Blog

Amazon Prime Days 2026 is now live will run June 23-26, 2026. Beyog the “early” deals, I always look out...

Do You Pay Taxes on Lawsuit Settlements?

Key Takeaways:   Whether you have to pay taxes on a lawsuit settlement depends on the type of damages awarded, with physical injury settlements often...

Make Money

Disclosure requirements for business owners – what to do now

For many small business owners, completing a Self Assessment return has largely been about getting the numbers right. But if you’re reporting for April 2025 onwards, that won’t be enough. Key takeaways There is now a requirement to report exact...

Recent Post

Gen H – Mortgage Strategy

Just 27% of Gen H’s panel consider foreign national cases straightforward to place, a survey from the lender reveals. Gen...

Coinbase’s Stablecoin-Backed Credit Card Seeks a Niche Market

Stablecoins have made their way into the credit card market with the launch of Coinbase’s new card, which allows users...

The Diversification Test – A Wealth of Common Sense

Back in my institutional consulting days I spent a lot of time analyzing the performance of active managers. Most of...

ING Completes Europe’s First Fully Agentic Transaction

An AI agent has completed what ING describes as Europe’s first end-to-end agentic payment transaction, making a milestone for the...

AI Is Changing the Definition of Privacy

In our last issue, I talked about how researchers recently found that ordinary Wi-Fi routers could identify individuals with 99.5%...

Broker demand for smarter tech grows but AI divides opinion – Mortgage Strategy

Nearly nine in ten mortgage brokers (89%) want technology to play a bigger role in streamlining the mortgage application process,...

Mortgage

Halifax and BM Solutions to cut rates on Monday – Mortgage Strategy

Halifax and BM Solutions have announced another round of rate cuts on Monday after trimming prices at the start of...

Pure Retirement adds AI criteria chatbot – Mortgage Strategy

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Mark Tosetti, CEO at CAL and director of partnerships at Movera – Mortgage Strategy

Mark Tosetti Tell us a bit about your career to date I’ve spent most of my career working in and...

Foundation launches limited edition BTL fixed-rate products – Mortgage Strategy

Foundation has announced the launch of two limited edition buy to let products, available at 75% LTV. The new two-year...

Average fixed rates fall as over a dozen lenders make cuts: Moneyfacts – Mortgage Strategy

Average fixed rate mortgages fell again this week, despite lenders having a slow start to the week, according to Moneyfacts....

Broker activity jumped in Q1 on impact of Iran war: Imla – Mortgage Strategy

Brokers faced a surge in activity during the first quarter as the average number of cases placed per year rose...