Manage Money

IRS Penalty Abatement Help: How a Tax Pro Can Help 

Key Takeaways  IRS penalty abatement can reduce or eliminate penalties (not the tax itself), helping taxpayers lower their total balance and avoid unnecessary...

$100 Referral Bonus w/ Direct Deposit (H&R Block) — My Money Blog

Spruce is a new fintech app from H&R Block with banking services provided by Pathward NA, member FDIC. They are...

Is It Time to Change Sales Tax Compliance Providers?

Many companies start their sales tax journey with the expectation that once a provider is in place, compliance will largely...

Cash and Bond Holdings Details — My Money Blog

I’ve gotten a few reader questions about my personal cash and bond holdings, so I thought I’d combine them here....

Optima Tax Relief CFO Stephen Keim Nominated for Orange County Business Journal’s CFO of the Year 

Nomination recognizes Keim’s strategic financial leadership and his role in driving sustainable growth for the nation’s leading tax resolution firm. ...

MMB Portfolio Dividend & Interest Income – 2026 1st Quarter Update — My Money Blog

Here’s my 2026 1st Quarter income update as a companion post to my 2026 1st Quarter asset allocation & performance...

Make Money

Top 5 Free Accounting Software for Hotels

If you’re managing a hotel and need a reliable accounting solution, you’re in luck. Several free accounting software options can help streamline your financial processes. From Zoho Books, which integrates well with other Zoho products, to Wave Accounting, known for...

Recent Post

Novacore launches reinsurance sidecar with $60b-backed New Mountain Capital

The vehicle, called NovaRe, will sit within a newly established entity called VictoryRe. New Mountain, a New York-based firm managing...

‘Don’t ignore second charges,’ brokers are warned – Mortgage Strategy

Brokers should consider whether clients are better off using a second charge loan to raise capital instead of locking into...

Facing a Precarious Economy, Gen Z Turns to Credit

Despite faltering credit scores, Gen Z is charging ahead—literally—opening credit card accounts at higher rates than any other generation. In...

Plain English – A Wealth of Common Sense

I had the chance to talk to Weld Royal for a recent profile at Barron’s: We talked about my new...

Making Zelle Work Better for Users—and Banks

By any measure, Zelle has been a success in its nearly ten years of existence. Total volume on the platform...

The $300B Stablecoin Surge Is Coming for Your Deposits

Banks are facing an existential crisis. Not because of a looming recession or rising credit losses… although those risks could...

Mortgage

Leek, Precise and Rely cut rates by up to 49bps – Mortgage Strategy

Leek Building Society, Precise Mortgages and Rely are cutting rates across several ranges by up to 49bps. Leek is cutting...

Octopus Capital and Barratt to deliver 110 new affordable homes – Mortgage Strategy

Octopus Capital has agreed a forward funding deal with Barratt and David Wilson Homes (Anglia) to support the delivery of...

The Right Mortgage network hires Roe as compliance manager – Mortgage Strategy

The Right Mortgage & Protection Network has appointed Samantha Roe from HL Partnership as compliance manager. Roe will be the...

30 Mar to 03 Apr – Mortgage Strategy

This week’s top headlines: FCA and PRA consider relaxing high-LTI lending rules and UK Finance’s Roe to step down as...

The latest lender rate changes ahead of Easter – Mortgage Strategy

More lenders have revealed price changes ahead of the Easter bank holiday weekend. Shawbrook has repriced its product transfer deals...

Barclays makes mix of price increases and reductions – Mortgage Strategy

Barclays will be increasing rates by up to 40 basis points tomorrow on many of its products, while also trimming...