Anyone in the NYC or Jersey area looking for a succession plan for their book? CFP, ChFC and MBA with 10 years experience as an Advisor within the banking channel. Currently managing roughly $100 Million. Most of it is not portable and a lot of it is dead money inherited from other advisors.

Sell or keep my old condo? Condo worth around 450k and still 310k balance to pay off. Mortgage is 2200 (adding HOA) and monthly rental is 2300-2400. It's an old condo so maintenance has already ate 50-60k over the course of 3 past years. Should I keep it or ditch it given that the cash flow is so minimal & upcoming maintenance might take me another hit?

I've been allocating 100% of my Roth IRA funds to Vanguards target retirement fund 20XX. Should I keep doing this or do I need to start getting into VTI/VOO/VTSAX as everyone in this bowl is so fond of?

Maxed out Roth IRA contributions when I wasn't eligible for 2021 (got a salary bump mid year). Do I need to recharacterize? It's a very small account that's been open for only two years. That's the only IRA account I own. Do I need to open a traditional IRA and roll over 6k + realized gains into that account and keep the Roth IRA. So confused how this works and got conflicting information from Merrill.

Looking for a panty dropper used car for around 40k. What would you suggest? Considering a wide range of options from x5 to F type

Does your undergrad school matter to MBA admissions? Does it make a difference if you have a great GPA from a state school or an average GPA from a highly selective school?

Hi All,

I'm looking for suggestions.
I have completed ITIL v4 foundation certificate and looking forward to do next certification but unable to decide between ITIL strategist/ Azure Devops/ TOGAF 9.
Current Tech Stack - App support -> SQL/UNIX/ITIL/INCIDENT MANAGEMENT.
YOE- 6+ Years.

Please comment, if you have any other certificate suggestions as well for me.

TIA.

31, $155 base, expenses 2300mo, 30k investment, only debt is 500k house. Is it too late? How far behind am I? If I throw all of my cash moving forward at investments and mortgage can I recover?

Is a 529 account worth it for MBA?

Are y’all waiting to do a mega backdoor Roth to see what they do about build back better this year or just moving forward with it?

I am considering investing in an early stage startup. I know the founders for many years and are more like family to me. I will be investing $100K with a convertible note. What should be the equity that I should be drawing out? I don’t want to draw just the fair amount so the company is not at a disadvantage when they eventually raise money outside of F&F. They are valued at $5M by a startup accelerator and received $50K as part of being admitted into the program. Contd.

I’ve been in change management for 4 years but I’ve seen some jobs asking for prosci certification. Do I really need this? Want to make sure before I throw away $4260

Any suggestions for joint investment account with a significant other?

I am 22 and a few months into my first job and so far, I have only started investing in Roth IRAs, 401k, and certificates of deposits… I am trying to take steps to get into passive income (stocks, bonds, etc.) but, I am not sure of the best way to start… Any advice on investing for beginners?

Finished Rich Dad Poor Dad and appreciate the emphasis on creating alternative cash flows (vs. just income). Does anyone have book recommendations on creating wealth? I've focused heavily on income + 'safe' investing, but intrigued to learn more.

Bought an apt in Staten Island; I qualify for a cap gain tax exclusion of $250k if I sell by Nov (5yr mark). Was gonna list in Apr but given shutdown of RE, wondering if tax rules will be eased..

People joining TCS at Senior Consultant designation with 12 years exp, with no MBA degree or even from with exceptional experience in niche technologies is truth these days.

Existing employees with 20 years exp working on presales consulting, winning millions of dollars of projects in RFPs, delivering multi million dollar assignments are still not getting promoted and paid in peanuts

Makes me wonder if companies are really enjoying so called great resignation period. What's the thought ?

How are you all going about continuing to buy index funds while everything is literally green and I see people doubling their investment in such a short amount of time. Feel as I am missing so much money that could’ve been made. But VOO goes up 1% :///

what schools do pre-mba LEK associates typically get into? targeting wharton, sloan, hbs

Hi fishes I am fresher from Computer Science. I am allotted salesforce developer profile in my organization. I want to know how good is salesforce developer for career. And how will be it's demand with respect to future. Please guide me I am in a lot of confusions.

Westin, Conchal, Costa Rica, anybody have an opinion/review to share? Looking at a week with her Hotness in February.

I've gotten to the point of where I think I'm bored of my job because there is no excitement and I want a bigger pay. Making 45k doesn't help, so any advice?

What is the process of getting ID card. I have already sent employee ID and Date of joining on mentioned mail ID which HR gave.
And I have recieved SMS also for laptop. We cant pic up laptop without ID card ?

I am A2 in PwC AC Bangalore in Management consulting - I want to shift to US office due to some reasons. Can anyone please elaborate the intercompany transfer / internal rotation process? Like where to apply? what are the requirements?

Anyone buck the traditional advice to Max out 401k? I've been making out but see little value in it for me. Who knows what my health will be like when I'm 65

When Ogletree announced its modified associate bonus I heard it also announced a one-time bonus for non-equity shareholders in addition to NES’ standard bonus program. Any insight if associates can also expect a one time bonus in addition to the standard bonus program?

What is the salary hike in Virtusa ?

Any scientists or senior scientists here who work in the consumer goods industry in Toronto?
What does the payscale look like?

How is everyone’s workload? I was insanely busy the last month but the past week or so has slowed significantly.

I have been waiting/looking for this exact bowl. It’s graduation season. Get ready for the “I’m proud to announce” LinkedIn posts that none of us give a piss about. May we post and roast mercilessly.

Anyone do subscription based pricing? I’ve been seeing this a lot lately, curious if it works?

Is it legal for green card holders to work on a second /side gig on Corp 2 Corp ?

Who uses a free CRM? Pros? Cons?

Moving your book with a crappy written non solicitation clause at the old bd once I get the cease and desist what can and can't I do I know it's coming it always does but what is the next step?

To what degree is the US economy isolated from the world's madness? There has to be a breaking point right?

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

What would you expect to be paid as a IFA administrator (or client service admin) level 4 qualified with 5 years experience at the firm?

I am interested in speaking with FAs approaching retirement. Many have no continuity/succession plan. I want to help develop that plan and find them a successor. Do you know anyone I can assist?

Should people be fired for lack of people skills?

Best technology to use that LPL has?

I have recieved persmission to put a banner on the side of our building. It would get lots of looks as I am on Main Street in the seat of the County. What would you do?

Sitting with a $50M prospect tomorrow and I’m so nervous. I’ve only been in the business for a year and I have no idea what I’m doing

How do you handle people in your life who try to discourage you from working so much or don’t understand your ambition? I’m thinking about just cutting off a lot of people.

I interviewed for an employed role and knocked my business plan pitch out the park, but could tell I disappointed them with my technical. By my own admission I’m lacking in this area as only have 1.5 years experience with a poor manager who only had me focus on biz dev.

They asked me what my salary expectations are but had already hinted my experience would knock me down a pay grade.

As it was 4 of them and 1 of me I said I would email them. How do I play this without lowballing myself?

Anyone out there still moving (k) plans? My assumption is that it’s at the bottom of every HR priority list and nobody is moving, but I need the validation.

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

I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

Wells Fargo merger news. What’s it mean?

Had our Reg BI call today, and the name of the game is disclosure. While the actual client conversations will change little, the amount of additional paperwork/notes/disclosures for us feels like overkill. I understand it, bit how are your firm's adapting?

Anyone in SoCal?

Hey fish: what are some of your favorite business/self-help books?

For you introverts who aren't fond of socializing or "hanging out". Do you just dislike socializing at work or just dislike it in general? In my case it's the latter. How about you guys?