Manage Money

Tax Reporting for Crypto and Digital Assets

Key Takeaways   The IRS generally treats cryptocurrency and other digital assets as property, so selling, exchanging, spending, or receiving crypto...

October 15 Tax Deadline Explained: Everything Taxpayers Need to Know

Key Takeaways  October 15, 2026, is the extended federal filing deadline for many taxpayers who timely requested an extension for...

$20 off $30 for Amazon Prime Members — My Money Blog

Amazon Prime membership includes Grubhub+, and there’s a new $20 off a $30 purchase deal with promo code DEALS20. The...

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...

Make Money

Why Are Having Goals Important for Success?

Setting goals is essential for your success because they give you a clear direction and purpose. When you define what you want to achieve, you can focus your efforts effectively. Start by identifying your short-term and long-term goals. Make them...

Recent Post

Global Banks Align to Map Out Agentic Commerce Principles

Even if broad consumer use of agentic shopping is not yet prevalent, much of the infrastructure needed to support it...

Why Didn’t We Get a Housing Bubble?

In the spring of 2021 I wrote a blog post titled Why This is Not Another Housing Bubble. The reasons...

Zurich’s £8.1bn swoop for Beazley gets the green light from London’s High Court

The last legal obstacle standing between Zurich Insurance and full ownership of Beazley has been cleared. Earlier today the High Court of...

Shortlist confirmed for MS NextGen’s Industry Challenge – Mortgage Strategy

Mortgage Strategy is proud to announce the two MS NextGen teams shortlisted for the Future of the Mortgage Industry Challenge...

The K-Curve Hits Household Finance

A new Philadelphia Federal Reserve review points to two pressure points in consumer finance: mortgages are drifting further out of...

The Big Problem With Slowing Down AI

In our last issue, I told you about how Anthropic CEO Dario Amodei believes the AI industry needs to deliberately...

Mortgage

Bridging mortgages and wealth planning with Evie Beaumont – Mortgage Strategy

In this episode of the MS NextGen Podcast, Kimberley Dondo sits down with Evie Beaumont, Financial Adviser at Lincolnshire Independent...

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...

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...