{ "media_type": "text", "post_content": "Anyone have any good recommendations for Financial Advisors / Wealth Mgmt? TC: 105k, I max out my 401k but feel lost with what to do after that - still paying student loans, but should have those done within the year. Didn’t come from any money so a lot of this is foreign to me - thanks!", "post_id": "61a3da0c66707b0038f5a1d7", "reply_count": 4, "vote_count": 1, "bowl_id": "552d1d24dc1c586b09d2d051", "bowl_name": "Consulting" }

Anyone have any good recommendations for Financial Advisors / Wealth Mgmt? TC: 105k, I max out my 401k but feel lost with what to do after that - still paying student loans, but should have those done within the year. Didn’t come from any money so a lot of this is foreign to me - thanks!

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

Follow the FIRE bowl. Don’t pay for financial advisors.

like

r/personalfinance has some really great guides to saving that are absolutely worth checking out.

like

There’s frankly no need to ever get a financial advisor unless you have high net worth- I.e., $5M+. Even then it’s not really necessary. Follow r/personalfinance as someone above said. If you need to set up 529 college savings, gifts, etc do it on a one-time fee basis. Never do as a percent of assets managed - there’s no value there as almost all have no idea on stock picking and research shows just putting in an ETF can get you better of returns.

like

Related Posts

What is the best gift you got as a new parent? A coworker just had his first kid and went on paternity leave. I just started with the team but offered to send him a gift. Partner is paying for the gift. I don’t have kids and have no idea what would be helpful either now or once he comes back to work as a new parent. Appreciate any ideas!

like

Question: I withdrew from my 401K during COVID in Nov 2020 because I really needed the money. The penalty was waived bc of Covid. Does anyone know if I can put that money back into my account?

like

What is the cell phone reimbursement plan for RSM?

Anyone here know anything about Unify Consulting? They reached about looking for senior roles to build their National Healthcare and Life Science vertical.

Is there any known path forward for an early careerist who wants to go from US to UK? 3 yrs experience, healthcare. Provider, tech, and consulting.

Which level of the CFA do you have to pass to see tangible benefits for your resume? What additional opportunities will be available/more attainable?

like

4 YOE in big 4 healthcare consulting 740 GMAT Admissions consultant says if I applied to all M7s I’d get into a couple I know this is not a lot to go off of, but what sort of scholarships could I expect (if any) to schools in the 10-20 range? I can’t find data on if it’s like 2% get scholarships or 50%

like

How the pension in public accounting works? Does all the big PA firms offer pension or only handful?

like

Do consulting firms offer pension? If so, what are the requirements/prerequisites to qualify?

like

Interested in product design, but don’t know where to start. I have 2.5 years of experience in healthcare / tech strategy consulting and corporate finance. Where should I start if I wanted to pivot?

like

Health insurance exchanges, am I right?

funny

FYI: the healthcare insurance industry + supporting industries employs millions of Americans. Don't be one of those uninformed that want to demolish it completely

like

How are you guys quitting over the holidays? Have a new job that starts jan 4 and I have planned vacation from dec 20-jan 4. 401k match is on dec 31. Want to give 2 weeks to allow for transition (trying to be nice but really don’t care)

like

Any one thAt does per diem on here?

Hey Guys, Hope you all are doing great. Can someone let me know about the work culture, is Saturday working, are there any shifts and benefits of HSBC Electronic data processing india, ecospace, Bangalore?

I'm going to be switching jobs soon. Does this always mean needing to close out positions in my 401k? I hate to do that as the market has started to trend downward, I've already lost 10% on paper over the last month or two.

like

Does Accenture have a Roth 401k plan?

like

What would be the onsite per diem for Mexico(11 months) at HCL Technologies? Would there any good amount of savings while returning? What are the perks of going Mexico Nearshore?

like

Currently am contributing money into both 401K and Roth 401K. Should I also open up a Roth IRA?

like

What are the benefits that ey gds has as compared to deloitte ? Like in deloitte we have smartphone policy, well being subsidy, internet bill reimbursement, hybrid home office setup etc etc.. what do we have in EY GDS ?

like

Additional Posts

I hope everyone had a great day back! This month is meant to help you become mindful of ways to stay recharged and ready for all the fun we will have this semester. You can't pour from an empty cup....so let's keep our cup full this semester so we can pour into our students! I hope you will participate in the fun and engage in as many challenges as you feel led. The majority will be here so check back often. I am counting points...there may be a prize or 2 🥰

Post Photo
like

Any insights on Disney Streaming Service as a company? Culture, pay etc ? Also why are they requiring people to be onsite ?

like

Did you know a percentage of your candidates will completely sever ties with your company if they have a negative Candidate Experience?

Somebody please tell me what will be take home salary based on above structure? FIS

Post Photo

24M found the girl of my dreams (goals faith mindset motivation are all aligned) we want to get married keep things halal do the nikkah but her parents saying it’ll look bad because her older sister isn’t married, they just moved to America recently and haven’t gotten financially stable, and that she’s still in school (starting 3rd year). Her dad is super controlling and just will not support her in this what soo ever. I’m making 100k and an engineer from Alhamdulillah good school looking to…

like

What is the best gift you got as a new parent? A coworker just had his first kid and went on paternity leave. I just started with the team but offered to send him a gift. Partner is paying for the gift. I don’t have kids and have no idea what would be helpful either now or once he comes back to work as a new parent. Appreciate any ideas!

like

I am looking for openings with PWC. I had a recruiter call and the recruiter said she would get back in 3 weeks.. But it’s been more than a month. Can anyone help? I am from integrations background

Current Kellogg student who just finished MBB recruiting. AMA.

likehelpful

Big4 MD vs a non Big 4 (GT/RSM) or Boutique (CFGI/A&M) Partner. Any thoughts on which is a better path for longer term compensation and leadership opportunities. For context, am a high performing MD - been in top 5 PPMD by book of business in my practice for last 5 years and endlessly waiting to for a Partner promotion. So thinking to move on and try non-Big 4’s.

like

Question: I withdrew from my 401K during COVID in Nov 2020 because I really needed the money. The penalty was waived bc of Covid. Does anyone know if I can put that money back into my account?

like

Accenture, BCG, Deloitte & E&Y all signed up to be in the consortium for eliminating the gender pay gap. All the sudden I'm feeling the urge to switch firms!

like

Hello Everyone,anyone know of fintech startups that sponsor work visas or sites to find them. Thank you.

like

Just found out we are pregnant with our second. By the looks of it, we are going to be a family of 2 under 2. What is in store for us?

like

Baby furniture. What is everyone doing? FTM and trying to figure out if it’s worth investing in very expensive nursery furniture. We were looking at the Natart furniture collection and the Silva collections. These both come in at about $2000-$2400. The furniture is high quality and grows with the child. Alternatively I could go the lower end route at get everything for like $800. Is that wise? I hear horror stories about low quality and paint chipping from the baby teething on the crib.

Hardest interview questions you've ever been asked? I've got an interview next week and I need to prep. Lay 'em on me.

like

Which city is the best to live in for a couple in their mid twenties? 1. Hamburg 2. Munich 3. Berlin Thanks in advance!

Whoever did the Brennan’s Bread TV doesn’t know the difference between a cheese toastie and cheese on toast and I wish it didn’t bother me but it does.

Hi fishes , I am looking for a freelance or part time content writer job for my friend . Any leads ? Thanks in advance .

like

Has anyone tried CBT or other behavioral treatments to supplement meds? Any tips of techniques that worked? My meds keep me going but looking for help to “train” myself better habits

like

Does anyone know someone in Los Angeles with experience strategizing and executing plans to drive subscriptions ? Livexmedia (you might be more familiar with their other brand Slacker Radio).

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
Download Fishbowl to see what others are saying
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

Get realtime notifications and see
what's happening in your industry
from the palm of your hand.

For account settings, visit Fishbowl on Desktop Browser or

General

Legal