Any financial planners that can provide some insights/advice? My wife and I (upper 20s) have a 1.5 year old. We currently have $100k in HYSAs, an additional $70k in increment accounts, $150k in retirement accounts. I’ve maxed 401k, Roth, spousal IRA. $100k should give us 2 years worth of living expense if anything negative happened between food and mortgage. Should I stop adding money to the bank and just grow our investment accounts?

Just started at A.T. Kearney. Which benefits should I be taking advantage of?

1099 or w-2 ? I have been given the option though the company prefers w-2. It’s a day rate booking couple of months or more (no end date). I already have 1099 from similar company this year and am leaning towards 1099, but I don’t want to be difficult. I do take home office deduction and they are not supplying any equipment. Suggestions?

Has anyone successfully claimed that income from a NY big law firm is not NY income based on TSB-M-06(5)I (May 15, 2006)? I think that my situation meets all the factors necessary. I am going to claim that the income should be sourced from Texas—I worked out of the Houston office from time to time while there. I was in Texas for more than half the year.

I quit my job and am going back to home country. What is the fastest way to transfer $100k from the US to a country in Asia?

I'm SVP/strategy for a PR agency. I moved into PR, Healthcare, and Strategic Planning only 3 years ago. An agency recruiter is trying to convince me to move into a GSVP account role, assuring me "at that level it's all strategy." (I dont think she understands the words she's using. Or that I'm qualified). But long-term, knowing account roles are so much more plentiful than brand planning in PR, I'm wondering if I should start thinking about account. Anyone here moved from strategy to account?

Buying a house with monthly expense of $4900, although my current rent is only $2350. My total HHI with my husband is about $310K. I’m feeling weary of spending this much but we live in a HCOL area near a major city and we have high taxes. It’s hard to find anything decent under $800K. Should I just suck it up in order to be a homeowner?

What do you all think of fundrise and start engine Real estate Reit ? Any experience? Would you invest here if you didn’t have the time to actually buy and rent properties? Any insight is welcome.
Thanks

Hi fishes,

Can anyone here give me an insight about the benefits of getting an executive mba degree after law and how it can help me accelerate my career growth and which profiles would be best for me. I am legal professional with 7 years of experience. I am pursuing an emba from FMS.

Your feedback will be highly appreciated.

Hey Guys,

Can anyone please suggest sectors i can rent a 1bhk in and what will be the cost.
Please help me.

Hi Experts,

Suggest me some debt funds. Looking for investment for 3-5 years.

Hi,
Can i get reimbursement for multiple wireless earphones in WFH Allowance provided by ZS Associates??

Anyone who can confirm this??

*Keeping an eye open for new opportunities*
I have my Bachelor's degree in Healthcare Administration along with 13 years of experience in healthcare. My experience ranges from medical coding, biller/AR specialist, patient financial advocate, and since 2019 my role is in the Quality department as a health care data analyst.

So I had been working as medical interpreter up to the early part of this year. Today, during an interview, the Director with whom I was interviewing genuinely urged me to consider pursuing a career as a PA or even attempt to go to medical school. I had considered it in passing before but today was about the third or fourth time that someone had earnestly nudged me in that direction. Has anyone here made such a career pivot before? I love working in healthcare, there’s nothing like it.

Travel and TTC combo haven’t worked. After 6 months, the only offer I got included 4 weeks paid and FLMA only after 1 year. So 1) go and risk laughable benefits or 2) stay but risk TTC. So shitty 😭

WHAT WOULD YOU DO?

Job A - no career path upwards, high functioning team, generous benefits and unlimited time off. TC 185

Job B - clear career path, new team, chaotic corporation, but lots of room for growth and budget to hire staff. Ok benefits. TC 220

What’s a good, practical tax book to read for someone who knows nothing about taxes? I feel like I should familiarize myself with them but don’t know where to start/find the topic very overwhelming and dense even as a finance attorney. Welcome to other beginning finance book suggestions too! (Already read Kiyosaki and Ramsey)

Is it true that some* debt is good debt. I’m referring to student loans, interest is ranging from 2% - 5% (all federal loans). Total is 20k, is it smarter to pay it off immediately and ASAP or just stretch and put the extra money into investing? Note I just graduated this year, thank you guys :)

Can anyone please share working experiences till now working with Deloitte India? Deloitte Deloitte India

Wish me luck: I just took a job at a new agency in which I'll get paid double as the creative director for a team of 30 people. I'm ecstatic, this is my dream!

Who is closing the week between Christmas and New Year in 2020?

I have over 5.5 YOE in Business Development, my designation is Business Development Manager. My CTC is 7 LPA + Variables. Now, looking for a change. How much can I expect in terms of annual salary? Please suggest!

How do some agencies take all the awards yearly while others get severely shafted?

What’s the best site to put your condo on rent other than Kijiji & MLS?

Hi Can anyone tell me the salary band for M1-M2( manager ) for EY London FSO Quant advisory team / risk consulting

Thanks

Hi guys ,
Need sone suggestions onto how should i claim HRA . I live with parents but i hve seen ppl claiming hra by gng into a rent agreement with parents . What all doc are req and i am planning to claim less than 1 lac so pan card wont be req.

Salary of clinical research managers in the Bay Area ?
Thank you

People on medication—is your medicine managed through a psychiatrist or your primary care dr? The psychiatrist is charging me $225 a session ($116 with insurance) vs I can see my primary dr for free (ie covered by insurance). Can she manage it ?

Will be in amsterdam october 11-13, anyone else there?

I’m just starting up as a freelancer after years of being a full time agency employee. Any big watch outs before finalizing my contract? What about frequency of invoicing and defining billable time? Any guidance on freelancing dos and don’ts is much appreciated.

I was wondering if the review course “CPE Self Study Course” for the CFF was enough preparation to study and pass the CFF exam. The CFE review course was enough and like if you get a question wrong it explains it well so that when it comes up in a different way in the real exam you can still get it. But when I saw the outline for the CFF material and there seems to be a lot of topics so I was wondering if the review course was sufficient considering this exam is also multiple choice. Thanks!

Best places to stay in Vietnam, Cambodia, Malaysia? Who has had a great experience in these places and what made it special? : )

Best Marriott hotel in London? Looking at 5 nights shortly after the New Year, no specific plans.

Recos for a vacation with my SO in mid-novemember. Thinking of hikes or any other outdoor activities (minus skiing). Can take a flight fwiw. Thank you

Hey all! Need a couple book recs for an upcoming beach trip.

Looking for a great non-fiction, relating to travel or world history (not just one moment in time). Could also be about the marketing world or memoirs of a business leader kinda thing.

Fiction wise I also like fantasy, paranormal, and romance. Some fave book series are the Black Gryphon from Mercedes Lackey, Game of Thrones, and From Jamaica Lane series. Similar books?

Differences in FDD at accounting firms (big 4, rsm, GT, etc) vs non-accounting firms (HL, A&M, FTI)?

Side gigs. What do you do to supplement your income (besides marry for money)? I bartender but that’s taken a hit with Covid. Thinking about some kind of tutoring set up.

I received a take home case study for a strategic finance position. They gave me historical statements for the last 3 years (quarterly) and asked for insights/observations and opportunities/trends. What should I be observing here? I’m used to just modeling exams but I’m not sure how to proceed here. They didn’t give industry but this looks like retail store financials when they are a software company....

Seamless is a blessing and a curse

Idk what I want to do with my life and at this point im too scared to ask

Is there anything legitimate that one can do to prevent hair loss?

Transitioning from line of business familiarity (understanding financial statements) to... real(?) Finance (bonds and cap markets and other debt sales) any advice on books or resources to learn really from step 0?

French cuffs are for VP and up.

Are internal lateral moves always a huge pain?

What is the value in professional certifications? ACCA, CFA, CIPD, etc.

To the LGBT: Do you ever discuss your sexual orientation/gender identity in the office? Does it even matter as long as you get the job done?

Any CAIA holders out there? How have you generally been viewed?

How long do you typically have to study for the below series exams?
7
66
55
3

If Obama has swagger, what does Trump have?

Morgan Stanley friends - how are your bonuses looking today?

Hi all, I have a question regarding retirement accounts. I am not sure if I should choose a Roth or 401k (company has 4+2% match). Currently 23, base salary is ~100k and investments have brought 45k this year which has me teetering between a 22-24% tax bracket. Wondering what the usual tax bracket is of people retired (around 65yo) as I’m not sure anything would bring in significant income with the exception of investments. In my case would a Roth make sense? Appreciate any answers!!

Is your job congruent with who you are? In terms of your beliefs, life goals, etc.

Super annoyed by staffer and way too over staffed - any suggestions? Was forced to take new projects that I don’t have capacity for

Anyone else hate seeing this on resumes " Managing Director, Student Investment Fund"

Which firm hires the dumbest people?