Anyone have experience with employer contributions to a 529 plan? I'm planning for a small business owner who makes personal contributions, but now we're trying to plan additional contributions through is company.

- Is there a limit on how much the employer can contribute? I called the California ScholarShare program, and they weren't aware of any kind of maximum
- Are there any qualification requirements like a retirement plan? Can they only contribute to their own kids' 529 accounts?

I’m assuming this bowl is the East Asian bowl.

Going to Miami in August.

Any recommendations for family friendly beaches, areas or activities? We have 4yo.

I currently live in Tampa, FL and have been offered a position in Miami, FL. It's an HRBP role at 95k with 15k relocation. Thoughts?!

I’m leaving my job that I have been at for seven months because I found a similar role that pays way more plus has better benefits. I want to leave on good terms because it’s been a good job and my boss is super low-key. I just wish I had done more salary research before taking this job to negotiate better pay. What should I tell my boss?

Hi Fishes, what is the hierarchy structure at Novartis?

Looking for GSVP salary insights bc I can’t find it in any of the usual places. Particularly interested in healthcare agency examples in NY. Any current or former GSVPs out there who can share their salary, location, and practice area? (For example, I’m an SVP, $250k, NY, healthcare)

Hi fishes,
I have 3 yrs experience in big data , I recently joined exl
What's is the bench period in the exl
How the projects get assigned in the exl

Can an implementation consultant become a product manager? 😭

Had my final round on Monday and was told they’d be in touch soon,but I still haven’t heard anything, even though I thought I did well. I kinda want to follow up with HR,but also afraid to be rejected

Should you wait till you hit C level before transferring to ME? Is it easier/harder to move in at at junior level vs managerial level or no difference

If anyone here is wondering how to best use their GI Bill... I HIGHLY recommend using the GI Bill comparison tool. Has anyone else here used it??

My husband already picks up a disproportionate amount of household duties due to my hours. Since I’ve been pregnant and miserable, he’s picked up even more (we have a 2 year old). ...

Is the CAIA content worthwhile? Anyone take it and have any insights to offer on. Is the content provided in the education applicable info to their employment?

I got my Pfizer covid booster shot today since I’m immunocompromised 👍😁

Creative Directors don’t care what producers think. We are not project managers!

Do any of you end up with days that you have no assignments? Do you become paranoid or do you relax about it? I am 4 months in a new position which was supposedly very needed.

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

I’m a CPA and do some tax work to do some light tax work for current clients and use it as a way to get in front of new people via taxes. Have a friend who wants me to do his taxes. Continued..

Can anyone here give me insight on what I should expect to get paid as an Associate Financial Advisor? I have an MBA in finance and I just got my CFP (3 years industry experience). I just want to meet with clients as part of a team and not manage my own book. I'm making $85k now, not sure if that's reasonable.

I don’t like my firm and trying to switch. I’m a licensed rep but not a FA, a 401k guy. Interviewers always ask why I am looking to leave. I try to explain the structure isn’t a good fit...

At what point in my career should I consider taking the CFP? Almost 4 years in the business and have my AAMS and CRPC designations already.

As a young professional I find myself wondering what happened to loyalty? My parents worked in a time where you worked your way up at one or two companies over 20 years.

The whole lack of gray hairs is just another thing that makes this business tough. Best advice is fuck those who say you have too little experience and find someone who would be an even better client.

Who here has a standing desk? Worth it?

Currently have my CFP and CRPC. Anyone done the MSFP and/or ChFC? Looking to dive deeper into estate planning and legacy planning and create a deeper competitive edge in my estate planning council network group. Any suggestions of the better route for this?

Does culture/hustle/work-life balance actually differ from coast to coast?

New client looking to switch from Simple to Safe Harbor 401k (needs safe harbor because owner makes 5x what employees make(dentist office )Does anyone know if there is a custodian who offers this?

Thoughts on the CFP designation? Is it still worth considering or have stringent regulations muddied the waters? My goal is to have as many certifications under my belt as possible (to serve my clients the best I can) and I’m wondering which path I should pursue.

How much did everyone make at 24-30 years? Trying to see what growth has been for people in the industry

Hey 🐠, what are your recommendations of books, articles, or practice tips to improve communication, both verbal and written?

Do you sign your emails with your close/name and your email signature or just the close and signature?

I need some good career-development or finance-related books, anyone got any recs?

Has anyone ever used a service called Advisor Fuel? They fill seminars among other things. Wondered if anyone has experience with them to share? Or an alternative?

My worst fear is the �mute� button on a call isn't working and the person on the other end can hear you bitching about everything they're saying

Sometimes I wonder if I should get out of bank land. Client calls out of the blue today and was real short to liquidate her 450k managed account to invest into CDs at our bank.

CFP program recommendations? considering FSUs fast track platform