Any recs for a comprehensive financial planner?

Not just someone who's like "check out this and that investing vehicle" but rather somebody willing to review cash flow, tax situation, get into the nitty gritty and meet regularly.

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

Related Posts

How do I invest in Secure Gold Bonds? Any reliable procedural steps or blogs or videos available?

like

Any good mf with less tracking error to invest in us equity.

like

People worrying today should read books on trading psychology! Not being patronizing- it will help you in the future, not just for investments but for doing better in life!

like
like

Do Delta tickets bought through the Chase Travel portal count as revenue tickets? Do you earn MQMs and mileage?

like

So I’m really lucky- top 3 school just X3 my merit scholarship. I had already accepted and paid my deposit- so why would they do this?
To be clear, I’m super glad. This cuts my debt burden almost entirely. But like, why would they do it?

uplifting

amex platinum >>>> csr if you think about it

like

I have $100K liquid cash over and above maxing out 401K, HSA, College fund, investments in Index funds and emergency fund. I plan to leave $25K for contingency. Of the $75K is it wise if I purchase I bonds worth $30K (myself, spouse, kid)? Current combined rate is 9.62 Does anyone foresee the interest rate drastically reducing? I don’t intend to cash them out before 5 years.

How to transfer PF fund from hcl to epfo if i was a non pension member???

like

Is 430k reasonable for a 1bed/bath in NW or Arlington? I feel like prices have gone up...

like

@Partners - how much money do you need to invest I to the firm to get your partner share?

likefunny

Hi o9ers, Do we have any option to convert part of our salary to shares?, my main purpose here is to save tax here, who can we contact to do the same if that is possible?

Making a lot of money relative to the average but feeling poor? Median after-tax income was ~$55,000 in 1981 and was ~$73,000 in 2020. Using a Bank of Canada inflation calculator $55,000 in 1981 is equivalent to ~$165,000 today, which would put someone in the top 10% of earners today. But in 1981 the median family had that extra money. Who can I blame?

Post Photo
like

Hi All,
I have recently joined TCS. Can anyone please let me know where i have to upload rent agreement and rent receipt in Ultimatix for HRA tax exemption.

like

I told myself I wasn’t going to do it. Re-assured myself I wasn’t going to do it. Told myself you’d know what would happen and still ended up gambling away a bunch of money I know I couldn’t blow. I don’t understand.

like

planning to sell my 2 BHK flat in Rahatani , near kokane chowk..if anyone interested ping me so can share the details. Thanks!

Binance - BTC Market
#IOST - Unusual buying activity
12.22 BTC in 6 minutes (14%)
P: 0.00000059 ⚪ (0.00%)
24H Vol: 94.39 BTC
Last alert: 19 hours ago (14/7D)

Can anyone explain why the Aston southend is so expensive ? 2.9k for a 1 bedroom?

like

Hello everyone!

We (I and wife) are looking to buy a 2+ bed condo in Chicago area by this September.

We are doing research pretty much on our own for the houses. So, I am looking for any references for buyer's agents who could offer us good commission rebate and help us with just basic stuff like paperwork and reviewing disclosures etc.

like

Booyahh, landed hedge fund number 2 for IPOs.

like

More Posts

What’s the salary band & maximum salary limit for Analytics Consultant designation in Tiger Analytics?

like

Does anyone here browse YouTube videos for tips on running your practice? New legal software to try? Nuances in argumentation, deposition or trial skills, etc? IF so, how do you search for content? Do you have favorite channels you recommend (even if they happen to be yours)? We are thinking of starting a YouTube channel giving practical advice for practicing lawyers. We want to be value-added - and there is not too much competition in our state. Thanks for your thoughts!!

like

How much a CA should earn with 6 year experience ?

How tough is it to make the jump from SMB SAAS to Mid-market type roles? I’ve been annihilating my quota in my current role for the past 18 months, but on pretty small deal sizes. (Also I have no college degree) will sales managers care more about the performance record? Or more about the lack of big deal experience?

like

Who’s your front runners for the Mr Olympia this weekend??

𝐒𝐀𝐏 𝐖𝐨𝐫𝐤 𝐙𝐨𝐧𝐞 𝐟𝐨𝐫 𝐇𝐑 𝐇𝐚𝐜𝐤𝐚𝐭𝐡𝐨𝐧!!

Prerequisites
*****************
* You need a SAP HXM and a SAP Work Zone instance. If you do not have one already, buy a PLS tenant.
* You should have BTP experience and skills in your organisation to build out the use case
* Global partners with entities in more than one region can put in multiple entries globally limited to one team per region; content must be different for each regional submission

Post Photo

So someone I know asked HR about a boot policy. When he found out that there wasn’t one, but his boss said there was (who gave the guys $ for boots and the claimed it on his expense reimbursements as something else) the boss got mad at him for askingHR (and in trouble for the expense reimbursements) and then 2 days later laid off my friend. There appears to be no notice of bad performance and this person always was the first person on the job site ready to work. Thoughts?

like

Hi Fishes,
Joined @ Nov, 2021 in Operations at CL 12.2
My total experience is 6yrs (8mon in Accenture)
My current CTC is very low, 4.77lpa. Got 10% for September cycle.
1) when is the annual appraisal cycle, when we will get the hike letter? Approx hike %
2) will we get additional hike for sub-level change from 12.2 -> 12.1?

like
like
like

Ya girl made chicken pot pie tonight and I completely forgot to fork it around. Haha

Post Photo
likefunny

Does anyone know what the shell is made of in this pic?? I can’t figure it out for the life of me!

Post Photo
like

Are you going to pay for Dan Held’s newsletter now that he is going to a freemium model? Why or why not?

What happened to the ArentFox title policy limits? Is there an alternative?

like

Any solo traveller in San Francisco in the second week of September?

What are your financial and career goals as a BDR/SDR?

like

May I please get likes so I can DM please? Looking for project management roles preferably remote

like

Are there any recruiters or head hunters for Video Producers or Content Producers / Executive Producers? I've never heard of any but please enlighten me if you have!

likehelpful

100 members. Let's keep this bowl alive 😀

like

Additional Posts in San Francisco

Any agencies in SF offering summer internships? I’ve seen just a few asking for application submissions, but I feel there’s probably some more that I’m not aware of.

Hey, I am an art director who just graduated from Miami ad school. And I am looking for new opportunities. Please hit me up if you have any vacancies.
Thank you :)

anyone have a read on DDB SF?

Is anybody hiring copywriters right now? I am very cool and smart!

like

Any contact or recruiters for Account Management/ Brand Strategist interns?

Anyone know if Goodby is hiring creatives? FL or FT? And is Zach still the go-to creative recruiter? Thanks in advance!

like

Any agencies with Black creatives in leadership roles in SF?

like

Any agencies hiring copywriters?

Will SF still be a major ad city after this pandemic? It seems like it was on the way out before, and this situation will seal the deal. It feels like Goodby is the only one keeping the area relevant.

like

Looking to relocate to SF. Anyone hiring for associate copywriting roles?

like

Senior Producer moving to bay area in a few weeks. does anyone know any recruiters or in house talent people they could connect me with? I have tons of experience on national accounts, food, retail...

Anyone at lyft? I’m curious what being a creative looks like there.

like

Is Duncan Channon a multicultural agency? I just read that they won a $40 million assignment from the California for a multicultural campaign to promote vaccinations.

like

Producer at a VFX company here - coming to SF for screener presentations next week. Any recos on who I should reach out to? Anyone up for a drink? Any connections would be so very appreciated. TIA!!

Anyone know of any job opportunities in social opening up this Q1? ✨

like
like

Which agencies in San Francisco are weathering the storm the best? I haven’t seen much about layoffs or furloughs. It seems like the bigger agencies in NY have been hit harder.

like

Make $80k a year, pay $1,440 for rent, haven’t grown my savings in 2 years. Is it me, or Sf?

Advice on surviving as an intern on a small hourly rate in SF?

like

What happened at Heat?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal