Anyone have experience transferring out an Ed jones cignam 529 plan? The local office said I need to open an Am funds 529, complete a transfer, and then move it to where we want to go. seems odd to me

anyone use the essential portfolio feature from TD Ameritrade? How does it compare to something like wealthfront?

Anyone have any advice on crypto/bitcoin investing? Best way to get started? Good tips for what to buy? TIA

Do people buy gold as a form of investment? If yes, what proportion of your investment constitutes it?

Newbie in investing. Have 50k saved and would like to invest in index. What is the best time (now vs after new year) to do that?

1 yr treasury bills almost at 4% interest. Maybe not a bad time to buy bills for those looking for a short term investment (assuming you’ve already maxed the Series I bonds)

I joined KGS 4 months back. I am taking home loan now. Do I need to inform about my home loan to any one in our company? Any one please help me with this query? Infosys KPMG Tata Consultancy Accenture PwC Wipro EY Cognizant

What does everyone think of the current Austin housing market? Looks like prices are finally starting to come down a good bit (not that that means much in terms of monthly payments bc of interest rates). Do we think we’ll see a steady decline going into 2023? Looking to buy sometime in the near future.

Best book you've read recently on personal finance?

With 17.5LPA how much income tax are you paying every month?
What methods are you following to pay 0 tax?
Important:
Please don't ask YOE, Tech Stack..
Fed up of seeing these same questions...

What kind of pension do you get if you quit a Big 4 after say 6 years ?

How can I get a good dependable accountant for my small business. I’m just starting out and want to make sure all the finances are set up correctly

Does anyone have SEP IRA? Investment advisor recommended for my LLC. he said it can be an account I contribute to that would lower my total EOY earnings for taxes

Reposting to bump in feed:

How does working at an industry leading firm (Real Estate Finance) WHILE in college + summers look to investment banks?

In tandem with this - how can I market this to demonstrate value… I have not come across this with others that I know.

Should be noted that I’m contributing to live deals in every instance of my participation.

I have ~$130,000 student loan at variable rate of 1.4% right now. I have been paying off pretty aggressively (at least $4000 per month) but I wonder if I should invest or save more instead. What are your thoughts?

More about me - a 3rd year biglaw associate making $220k base salary. I'm getting burned out and I don't know how long I will be able to stay. I have been maxing my 401k, Roth IRA, and HSA. I have ~$110,000 investment and ~$40k cash.

Any Canadians who lateraled to the US in 2021 have any advice on filing cross border taxes? I’ve been quoted an absurdly high rate by a a mid size accounting firm. Just want to file my taxes with someone competent to avoid any issues/high tax return given large signing bonus and jump in pay. Any referrals to good cross border accountants at a reasonable rate?

Who buys stock in agency holding companies? That’s never even crossed my mind.

Hey everyone! Question on how you manage concious spending plans: do you have separate checking accounts for going out, groceries, etc. if so how do you handle credit cards? Do you subtract the money for each category account when you pay a credit card bill? Seems so complex. Is there anyway to simplify (note: we are a couple with joint accounts)

Our annual reviews are approaching & one of my direct reports has been with us for almost six years w/ little growth. My reco was to let him go & find a stronger, hungrier & more motivated designer at the same level. However, my boss instead wants us to promote him in hopes that will spark some motivation. I am not behind this decision & have voiced my multitude of concerns in promoting an employee who doesn't deserve it. HR is behind the decision! Thoughts on promoting an undeserving report?

Unpopular opinion but reality.
It doesn’t matter if you are the best version of yourself, if you work constantly every day to be the best, towards yourself and others. You need someone to give you a chance to prove that to them. You can be the best damn candidate for a job but if they don’t give you a chance to interview, it doesn’t mean a damn thing.

Hi! Would anyone be able to help with a Vizient referral - Pharm analytics, Syneos Health, or BCBS TX?
Thanks!

Salaries for hospital and/or pharmacy billing in Indianapolis area?

Currently at a firm that doesn’t off global deployment programs, but very interested in pursuing one. Any tips on how to make this goal a reality?

Moving out of my awesome apartment across the street from Confluence Park around Labor Day. Helping my landlord rent it out- lmk if you’re looking for a studio/1 bed. $2000 in luxury building

Whadda ya know. It’s Friday. We made it (well, almost). That’s all.

Thoughts on PLAN?

I've done so well in this new role within the company that they are hiring another person to assist with what I do. I've voiced to my boss that I'd like to manage this department and they indicated that this is the thought for the future. Now they are asking me to train this person while I have my plate full. Is it wrong for me to expect either a promotion or to be paid to train this person?

Hi,
My spouse is currently in Europe for an onsite project from TCS. Can I visit her for 1-2 months with EY laptop by just informing my Counselor that I will be working from home till that period or do I need to take separate approval to carry assets and all. Please suggest.

Hello folks, I am looking to switch my domain from SAP to a java developer role. Could you please suggest some good sites where I can learn and build projects to add in my resume. Thankyou in advance

What are you doing to help keep PE fun and interesting for Elementary students while doing remote learning?

Home for Christmas. My mom just told me my dad was diagnosed with some rare blood condition last week where your bone marrow stops producing enough new blood cells. More tests later this week, but until then no one else knows and we aren’t talking about it because dad doesn’t want to and they don’t want my grandma to know. Getting stoned in my old room because I don’t know what the fuck else I’m supposed to do right now. Yay!

Any moving & storage recommendations? Need to keep my 1BR furniture somewhere for three weeks.

Hi all, planning to apply for SAT roles and need some guidance.

I'm going to have a salary discussion with Larsen & Toubro Infotech what is the salary i can ask for 9 years of experience for the scrum master role ? Current CTC is 18

One of the hardest things to do in business and in sales is to have someone love what you do so much that they'll put their name on the line and refer you business.

That's a relationship you have to nurture.

And I bet that most of you have more than a handful of happy customers who would refer you business. The easiest way to get more leads and pipeline is to ask for referrals.

In honor of National Voter Registration Day, The New Yorker released the transcript of a previously unpublished interview with James Baldwin, who gave a first-hand account of "Freedom Day 1963," a Black voter-registration drive in Selma, Alabama. Baldwin's descriptions from that day are so vivid and detailed that you can feel the fear and anger of the event. If you have a couple of minutes, I highly recommend you read it.

Series 66 study tips/tricks/resources.

What is your close ratio with walk ins/call ins?

Networking coffee chat with someone from another firm - who pays the bill? Do you each pay your own? Does the person who requested the chat pay? What’s the protocol here?

Door knocking in the winter? Has anyone ever tried this? Thinking it might just pissed people off having cold air blasting in through their front doors.

*Uk based workers*
Hi guys, I just created a bowl for professionals currently working in the investments field who are based in London, feel free to join!

Any advice for starting to get back in shape? I used to be in good shape, doing orange theory all the time, but stopped going. I haven’t worked out in months besides walking.

Can anyone recommend a good TV series (Netflix or Amazon Prime)? I really liked Breaking Bad to give an idea what I like...

Does anyone else's significant other get made at them for having to work late? Or is it just me

Ugh... two good new accounts today... both almost derailed by aggressive gate keepers... Tia Cref lectured them about why they shouldn't transfer out...and called them at home to follow up... cont

If you’re working late in the night, do you send emails or have them delayed until the morning?

Best marketing books/videos for a brand new advisor that is building their book from scratch?

Today I got to work on time, wearing all clean clothes AND I brought my lunch. Feeling like a badass.

What do you guys do when prospects or clients bring their kids with them? Have found this to be super distracting...

Do any other women (or men) constantly experience people assuming you’re an assistant ? It seems like being a young female people assume you must be the advisor's assistant. How to do handle this?

Is there a demographic of clients you actively try to seek out? If so, what?

Not sure if this is the right bowl, but if you’re independent, what are your ticket charges? What’s industry average? Not sure where to get this info...

I am a 7,63, insurance administrative associate with 12 years in the industry. When did you know you were ready to move toward an advisor or para planner role. I am a mother of two young children as well and I don’t want deprive them of having a present mother.

Any suggestions on resources to improve communication, specifically verbal? Books, podcasts, YouTube channels, etc. Got some feedback that I need to improve my ability to 'speak to my audience'.

Has anyone had any success using LinkedIn sales for targeting small to midsize businesses or just regular clients. I can say I love LinkedIn for networking and jobs but have never used the sales

Anybody ever use White Gloves Workshops? I’ve heard good things and considering giving it a try.