Manage Money

The Hidden Exposure That Can Impact a Deal

Mergers and acquisitions involve many moving pieces. From financial due diligence and legal reviews to operational planning and integration strategy,...

2026 IRS Mileage Rates  | Optima Tax Relief

Key Takeaways  The 2026 IRS mileage rates are 76¢ per mile for business driving and 23.5¢ per mile for medical...

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...

Launching a New Product or Service? Don’t Overlook Sales Tax

Launching a new product or service is an exciting step for any business. Whether you're adding a new offering to...

2026 Q3 Estimated Tax Payments are Due. Are You Prepared? 

Key Takeaways   The 2026 Q3 estimated tax payment is due September 15, 2026, covering income generally earned from June 1...

Filing Taxes in Two States After Moving

Key Takeaways   Filing taxes in two states after moving may be required if you permanently move during the tax year,...

Make Money

Effective Strategies for Managing Remote Teams

Managing remote teams effectively requires a focus on flexibility and communication. Start by establishing flexible work hours to accommodate different schedules, which can boost productivity. Use tools like Slack for quick messages and Zoom for face-to-face check-ins. Set clear expectations...

Recent Post

Warren presses insurance regulators for answers on private credit ties as Walter probe widens

Warren's letter suggests she isn't convinced those steps have moved fast enough. She wrote that while the NAIC has "initiated...

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...

Apple Gift Cards Are Getting a Fraud-Fighting Upgrade

Apple’s notoriously fraud-prone gift cards may finally be getting a security upgrade. With the release of iOS 27 next week,...

Who’s Going to Pay for the AI Boom?

In a recent issue, I compared today’s AI boom to the infrastructure buildout that powered the early internet. I still...

Coinbase Wants to Bring Stablecoins to Credit Unions, Community Banks

Coinbase and financial services provider Moov are teaming up to bring stablecoin payments and settlement capabilities to community banks and...

A Short History of Trend-Following and Momentum

 A reader asks: Are there any studies supporting the success of trend following or momentum? Something showing that momentum...

Mortgage

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...

Marsden simplifies expat buy-to-let mortgage criteria – Mortgage Strategy

Marsden Building Society has simplified its expat mortgage criteria. The society has removed its minimum income requirement and reduced documentation...

HSBC UK and Molo to hike rates from next week – Mortgage Strategy

HSBC UK will be increasing rates across its ranges from 7 September, though it has not yet said by how...

Formal complaints from new build buyers triples in a year – Mortgage Strategy

The number of formal complaints made to the New Homes Ombudsman (NHOS) has more than tripled in the space of...

HTB appoints development finance lending manager – Mortgage Strategy

Hampshire Trust Bank has promoted Athens Piponides to lending manager within its development finance team. Piponides took up the role...

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...