Any recos for a fee-only financial advisor that’s under $300/hr? Need to understand sole proprietor/small businesses.

like
Posting as :
works at
You are currently posting as works at

Try Efficient Wealth or Objective Financial Partners. They come highly recommended.

helpful

Related Posts

How much is Sodexo card amount in BNYm. And can we claim Wifi Amount also ?

like

I’m considering taking out a mortgage for a 500k 2BD-2BA condo in Arlington, VA. I have 130k in my savings account. Is it worth putting down 20% for the mortgage to avoid PMI or should I put down less? Monthly cost for the mortgage payment, taxes, insurance, HOA fees, etc is estimated to be about 3000 a month. I will have a roommate to cover half the monthly expenses.

like

If Anyone who is new , wants to start investing in equity, mutual funds, stocks , what's the roadmap to start with.

like

Hi mates for Canada PR application,
Have anyone tried for gift deed kind of way for showing proof of funds for express entry

like

How will you be spending your increased TFSA contribution limit ($6000) ?

like

M, 44. After 21 years of marriage, my wife and I signed divorce papers with no contest. We have two adult daughters together, 18 and 21 So no child support, no alimony, and I make $170k at 44. I recently moved out of the marital house into an apartment,m. What should my next steps look like at this point? Do I need counseling?

like

Will have a kid soon. Are 529s a good investment or better put that money in something else like ETFs? Has anybody done something else other than 529s. Would love to get some perspective. State offers tax savings

like

Anyone know a lot about Miami real estate condos? Looking to buy one for mixed personal/investment use

like

Anyone following what's happening in MKR? A bit going on recently including investing in real world assets and breaking up the teams into Meta DAOs. 🐂 or 🐻?

I’m in contract on a house and using my firm’s private banking relationship for my mortgage. If I lateral before I close on my house, will that interfere with my mortgage? Application has already been submitted to the bank and rate locked in, but I’m worried about having to find a new lender if I lateral before the bank actually lends the money.

like

What’s your tax strategy to minimize self employment taxes?

like

If I’m concerned about high inflation and want a safe investment, is a TIPS ETF a good move?

like

Hey all,
Anyone ever deposited or buy crypto from the USA using KuCoin app? I keep getting the message to be your account safe your trading request has being rejected

like

Can anyone give some suggestions on true second sources of income? I saw apps like steady as well as websites like Nexrep.com but really looking for some examples and feedback. sincerely, someone looking to create different streams of revenue.

like

In the market for an affordable car. Should I buy a used car?

like

529 NY question. I want to setup an account for my daughter. Planning to contribute $10K to maximize the tax deduction as a married couple.
(1) Should my wife and I setup two accounts for our daughter with $5K each? Or ok to setup a single account under one of our names?
(2) Understand $10K is below the annual gift tax but 529 is considered a gift. Is it good practise to document this in some shape/form? Like a one page doc that my wife and I sign stating we gifted to a 529 $10K in 2022.
Thanks

like

Do most Accenture MDs max out the 30% contribution to the VEIP? How do you deal with cash flow in the first two years before it vests, given it takes a bite out of your post tax earnings?

like

Hi Fishes! Need your views on how do i negotiate with my builder on price reduction or another compensation. I am seeing similar plan home is being sold in same community who just bought year ago with same price as my new home final price. But that house has additional upgrades worth $30k more than i have. Any suggestions or views are appreciated!

like

Just sold my first property as a realtor! So freaking excited to have joined such an amazing industry.

like

Any tips for first time home buyer? Just turned 24 with no dependents.

like

More Posts

What would be the in hand salary for 25LPA fix

like

Can I get monthly inhand salary from this after income tax deducTion ?
My 80C is 150000 and paying rent of a 50k monthly. No other investments in place

All the allowances are credited directly NOT in the form of reimbursements.

Post Photo
like

Is there anyone that works at Slack that would be willing to give me a referral for their Corporate Counsel (Commercial) position?! I really want this job so please send me a message if so and we can work something out! TIA!

like

Hi Fishers,

I have a very good referral | Interview guarented.

Role: Oracle PL/SQL Support Enginner. (JD attached)
Exp:2-7 yrs
Job Location: Greater Noida/Gurgaon/Banglore.
Offer will be much good from current market.
Company: Coforge (NIIT)

If anyone is interested, kindly comment or DM me for more details.

(Early joiners to 45 days) will be given priority.

Post Photo
like

ISSP cert: Is it well-recognized? Does it provide a good foundation for knowledge? Has it helped you in your job search and career? Is it worth it?

like

Anyone know info about working for Cancer Treatment Centers of America? Looking at a position in the suburbs of Chicago - unsure what salary is like. Doing a quick skim on Glassdoor too

like

Survey time: how often do you cry for work-related reasons (incl. stress, pressure, etc.)? 1) At least once per day, 2) at least once per week, 3) 2-3 times per month, 4) once per month, 5) once every few months, 6) I never cry for work-related reasons (good for you!)

likefunny
like

Do we have any sites for getting jobs in USA or outside india , while we are working in india.

like

Is good to join trinamix & how is work culture?

like

If I dont have home loan and staying in rented flat so how much max rent i can show for tax exemption ? How it get calculated any idea?

like

Hi All,

Has anyone done the pwc 2.5 hour case study and could give me some advice?

like

Is it worth learning blockchain ? Coming from a front end dev looking to make more money.

What are Sr Managers making at Emory Primary Care?

like

Madison should win this whole thing.

like

Anyone has to submit bank info in the IRS Get My Payment page?
Do you know when the next round of payment is?

like

Have a crush on a senior manager (who’s straight & married) 😢

likefunny

Bay Area is too good to me

Post Photo
like

Queer 🐠 @ DU this week?

like

Planning to pivot my career from Financial Analysis to Marketing Analytics. M level, YOE 6
I’d like to know the compensation range for Manager in Analytics role. thanks!

like

Additional Posts in The Toronto Bowl

Ola amigos, are you down for December Coffee Crew? I can find a spot downtown or midtown TO, if that works for y’all. DM me if you are interested and I can kick off a WhatsApp group to plan further! TIA ❤️

like

Hey folks! Anyone here from Uberflip ? I applied for the junior software engineering role. Would love to chat, if anyone's willing to. Thanks!

like

What's a nice restaurant to take relatives to when they're in the city visiting? Would like something nice but not over-the-top fancy.

like

Hey, anyone here who works at Estee Lauder can help me with a referral?

like

What is the hiring market looking like these days? I am seriously burnt out and ready to exit MBB consulting, but feel this economic downturn may not be the best time to make big career moves. Thoughts?

like

Hi Toronto (and GTA)

Hi all, I am looking for Managerial and senior managerial positions in Operations Excellence in Toronto please help to refer me if there is an similar opportunity in your organization.

like

Starting a new job next week at Don Mills and Sheppard. (2-3 days a week in office only)
Anyone out there interested in carpooling?

like

How long does background check take at Atlassian? It was initiated more than 2 weeks ago for me, haven't heard anything yet. Atlassian

like
like

How much more do you have to make in NYC to have the same quality of life as Toronto? If I make 100k CAD in Toronto, would 120k USD be similar in NYC?

like

Any KPMG folks who can help with a referral please? Seems the other bowl is mainly folks in the US, so here I am. Happy to share more info as needed. Thank you!

like

Looking to lateral ro @Kearney in the new year in the digital transformation group. Can anyone share insights on case specifics? So far i have been practicing standard market enter and revenue/profit analysis cases.

like

I recently moved to the area and I heard about ketchup chips. I had some for the first time night, and I have to saw they weren't what I was expecting, lol

funnylike

Does anyone here practice Aikido? Would love to find a local dojo and get back into it.

like

I am a solution engineering (presales) manager, and looking to hire a Tableau Analytics SE for our Canada Public Sector team. Seeking candidates with relevant experience in technical customer-facing roles and/or analytics. Ideally residing in Toronto or Montreal metro areas, public sector experience. Bilingual (French and English) is a huge plus. Please let me know if you are interested to learn more! I don’t have the job posting yet but will share once I do.

like

What are your salaries?

like

Rip anyone with a variable rate mortgage

like

Anyone switched from big 4 tech consulting to big five banks? Would love to know which role you applied for and how, plus how’s the culture and WLB?

like

How should I react to a super disrespectful manager? She had a meeting today and google meet stopped working. Instead of thinking: oh a technical problem occurred she started blaming me saying that I should have created a corrected link. When I told her that was quite impossible her answer was: I forgot you are miss I am never wrong Linksare autogenerated by google meet, if I was able to “create” links and codes I would not have been her assistant but already in the valley making tons of money.

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.