Any reccs for a good book or resource to start learning about financial planning? (Retirement savings plans, investing, etc)

I handleda very difficult and convoluted succession for a black family. My client was astute and intelligent. We got along great. His family was difficult. Willfully ignorant.

Part of the succession dealt with clawing back $450,000 in insurance proceeds that a niece fraudulent received from the decedent by making herself the beneficiary on policies. A separate attorney was hired to handle that part before I was hired to handle all other matters, including settling a $500,000 debt with the...

Can we combine our Corporate Amex points with Amex Everyday MR points?

HYSA anyone recommends?

At what point does it make sense to buy a home? I have ~700k in the stock market and a lower than average salary currently (80k) and pay 1800 a month in rent.

I’m graduating in a year. Will be working as a consultant in Chicago. Want to begin real estate investing. Thinking of house hacking. what’s the best way to start REI after graduating?

Hi experts, in a multiple offer situation for my property with all contingencies waived. I want to add a ‘no repair by seller’ clause to ensure buyers don’t negotiate during their short due diligence. Pls advise on what to ask from their realtors?

Is it a bad idea to take a job that doesn’t offer a 401K match program or HSA option?

Under contract for nearly 1.1M. Wife and I are at HHI $315k. Will go up in the future, $400k in 3 years and $500k possible in 5-7 years. We have $300k in non-retirement funds, $260k of which will go towards acquiring the house. We have 2 kids and will probably reduce (not maxing) retirement accounts next 18 months to do this. Anyone have any thoughts or feedback? We’ll have to live on a budget and watch but I feel we’ll get used to it and income will grow.

Anyone willing to share thoughts on National tax- unclaimed property at EY?

Received an offer from EY but didn’t find enough information to get to know about it.

Side hustle or startup ideas for someone who isn’t technical/doesn’t code? Where should I look or where to begin? I don’t have any strong passions or specific skills that I’m confident in. What books, articles, blogs, orgs, events, people I should follow for inspiration that has helped you? I have some cash to invest and am looking for a part time hustle that can cash flow at least a little bit of money on the side.

After I max out my:

1.) 401k for the year
2.) My HSA for the year
3.) ROTH IRA for the year

What do people invest in after that? Whats the most tax advantaged way to save once you have maxed all of the above out?

I'm a masochist. PRQ tied up a ton of my assets during the last run up in early 2021 while crabbing and dumped just as bad as other alts in May. I just heard whispers of a big cex listing and put some money back into it. 😬

What are some of the things to keep in mind when leasing a new car? What are some add-on that can be negotiated on?

Solana 😭😭😭

I don't own any and it hurts.

Curious in seeing what people's avg cost basis is in this, when you purchased, and why?

What’s everyone using instead of Robinhood? I just learned of WeBull recently but am not sure it’s for me.

How much is too much to spend on rent in Boston?

I am seeking Financial Advisors with established books who would like to explore independence. Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients. We are registered with either the Securities and Exchange Commission or state securities regulators. Independent advisors are trusted with over $5 trillion of their clients’ wealth. All queries will be held in strict confidence.

Anyone else feel like the markets always conspire against them? I.e. I have a “fun money” day trading account and bought two stocks about a year ago. Sold them because they weren’t doing anything and I found a more attractive investment and then they’re up literally 60% over the next three days after a year of 0 movement.

Can’t find the bowl for this but quick question -
What are some credit cards like the Apple Card that don’t have any physical numbers on them?

I like the Apple Card and considering opening one but want to see if there are better alternatives. It’s enticing that if I lose my card, I can instantly change the number so someone can’t use it. Plus no numbers means someone can’t randomly make a large fraudulent purchase.

Can we combine our Corporate Amex points with Amex Everyday MR points?

Being promoted mid year in the Bay Area to senior and did not get a raise as expected. Trying to see what the current compensation is for seniors within deals.

Hi fishes
A known of mine with 8 years of experience in a leading US Bank industry got an offer from

EXL as AVP/Engagement manager at credit for fintech clients (42+5 LPA)

and

Accenture strategy as Manager in operations for banking (40+3 LPA)

Which one should he go for?
Any suggestions?

"Until I found you" both piano version and normal by Stephan Sanchez.. ❤

Recent transplant to the area. One, not use to the weather yet ... and two, any recommendations on must-try restaurants? I love trying new foods and dining at different eateries, so I'm making a list of places to try!

Just curious what is (if any) the severance pay in case you get laid off from your firm due to a market slowdown.

Anyone in FAANG Austin ?

Who is your favorite photographer?

Hi everyone,

I wanted to leverage the hive mind in finding out how best to negotiate a verbal offer for a 100%-remote Product Manager role in NYC, with a IT infrastructure/digital services firm (MNC but non-American):

Base salary: 120k

Sign-on bonus:10k

Bonus: 15%

No stock options

How competitive is this, and what should I negotiate for please? The written offer comes after verbal agreement.

I've 10 YOE in tech project management; 7 in product management.

Switching from commission to salary!

I’m considering a less sales-oriented role that doesn’t pay commission. The new role will have a higher base but lower overall earning potential.

What % haircut should be expected? As an example, if I make 100k (base + commission) today, would it be realistic to ask for 90k (10% cut) + equity to make up the difference?

Which tax group is most in demand? I'm thinking multistate

I had two interviews with two people at different companies and each time the interviewer had their camera off stating that they are having connection issues. Is that acceptable for candidates to do?

Hi - I have an interview with Johnson & Johnson for a Leader role. There seems to be multiple interviews with multiple people in the organization. Hoping to get some insight on this process from those who have been through it as it sounds like a great opportunity. What do they look for? How can I ace the interview?

Hello fishes,
I received my oracle offer letter. I have doubt.. is it compulsory to be in office on 1st day of orientation.
Does oracle do not provide option of virtual onboarding ?

How is EY GDS pune office, is it in good location and ambiance 😅

Hello Fishes,

I have a partner round with Sun Life, Gurgaon.

What all discussions can I expect?

And what band would I be eligible for or can ask for ?

Domain: SAP Technical
YOE: 8.5

Thank You in advance.

I'm 29 and have acne! Tried everything, have temporary success with tretinoin (by temporary I mean - I get acne back while continuing usage) . I saw Proactive MD ad. Any experiences with it?

FAILED the road test for the NINTH time. Cried for 3 hours.
I blame BIG law do not allow me any time to do the coach training and practice. 1800 hours billable requirement, but actually work way more than that.
But what can I do? Quit? I need money to live…

What does a sales manager for FAANG do vs a product manager vs operations manager? Is the day in the life that different?

Dearest Fish Friends - I need your collective travel wisdom. What’s the best (most effective) way to acquire 120,000 Delta SkyMiles? My wife and I need 280K to purchase Italy tickets and we have 160K currently 🙏🏻 TiA

Thoughts on Prosci or SHRM-SCP certification? Which would be considered more valuable or highly regarded? Currently focused on Change Management but have a HR background (industry experience / area of study in college).

Looking to target PE firms as clients, need to do some research on how they work so we can speak intelligently when trying to sell operational work to them. Any book recommendations ?

Flying back to NYC now. Hope y’all are safe and warm!

So I’m in industry from big 4, and a colleague with same yoe comes from MBB. High paying tech firm. I think I work harder and produce quality content at speed, but they can hold executive conversations that tend to impress senior stakeholders.

Big 4 produces work horses and MBB produces leaders. Also they could be a work horse too since I don’t have full visibility.

Anyone have similar experiences or do I just suck at executive stakeholder management?

Anyone else hear that post-CRT partners will get fired this year in commercial advisory? How the hell does a partner get fired....

🐟 without dependents, what % of your monthly income do you save and what % do you contribute to 401k.

Brisbane hotels - Hilton or Sofitel?

Power Experts specializing in commodities and the short-term and congestion trading desks - what’s the best material out there to self study?

Is travel that bad? Would I like it? 25 - Female

Applying to jobs on your work computer... do the Big 4 care or monitor?

Shall I disclose reason for leaving a firm during my initial call with a recruiter from said firm, if I was laid off? Are they privy to that information. Ironically being recruited by that same firm

I’ve been with EY the longest out of a team of 5+ analysts, received better than average ratings my past few years (4/5s), but am not seeing opportunities/ experiences to be able to move up. Cont...

What is your favorite books on leadership/professional development and why?

Looking for some great recommendations! Thanks in advance!

Best consulting firms without the massive ego?

Thoughts on calendar being double booked? What are the etiquettes to be followed. Often people double book and it feels like “ my meeting is more important that whatever you have booked time for in yours”. If both meetings are same urgency/importance - what’s the best approach ? What are the expectations of leadership - to throw everything away and jump on to calls based on seniority ?

Hot take. Is FAANG even a thing? Or was Cramer just worried about the acronym if he took out Netflix?

This might be weird, but how do women stay smelling so good the whole day? Is there something in the products they use or do they spray stuff throughout the day?