Manage Money

Telecom Excise Tax: Federal & Regional Compliance

Telecommunications companies face a complex tax environment that goes well beyond traditional sales tax.  Depending on the services they provide...

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...

Make Money

7 Essential Steps in an Employee Termination Checklist

When it comes to terminating an employee, having a clear checklist can make the process smoother and more compliant. Start by reviewing the termination decision with key stakeholders to guarantee it’s justified. Then, prepare for a private meeting where you’ll...

Recent Post

The First Privacy Coin ETP Launches in Europe

Privacy coins are making their way into mainstream investment markets. This week, 21Shares launched a Zcash exchange-traded product on Euronext...

Can You Be a Boglehead Tech Investor?

A reader, Most of my friends work in tech and while they understand the Boglehead philosophy, the concern is that...

Why Strong Economic News Can Push Mortgage Rates Higher

What persistent inflation and recent market volatility could mean for homebuyers A growing economy is usually good news. But when...

FCA’s lens is nothing to be afraid of – Mortgage Strategy

The FCA’s increased scrutiny of the second charge market should be welcomed by anyone who believes in the value of...

Canada’s Banks Explore Tokenized Deposits for Greater Efficiency

Compliance concerns have been a major factor int the cautious approach many traditional financial institutions have taken toward crypto. At...

Meta Finally Figured Out AI

I fired my lawn care company recently. Or at least, I tried to. My yard had become overrun with weeds,...

Mortgage

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...

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...