Anyone know where/how to go about getting L/VL/VA CE credits form insurance carriers? Anyone have some specifics?

I just joined the bank and was wondering what the deal with the Health Care savings account is. It looks like a flex account rather than an HSA?

Is ARKK still a good ETF to invest in?

Anyone have insights into working at Oak St Health? Discussing a couple different roles with them and looking for some insights into culture/comp. Thanks fellow 🐠

I recently joined citi. I have been given choice for to select superannuation as 13% of BS or 12500/- monthly or zero.

This is one time selection and not reversible.

I am already investing 1.5 lakh in 80C through SIP and EPF.

I need more detail about superannuation and is it beneficial or not?

Also is there any retirement age in IT field 🤔 (or in citi)?

Looking to make a switch from the insurance business (P&C). I just started this earlier this year but its not at all what I was told it would be like during the recruiting process. Was hoping you guys may have some insight, I have a background in sales and customer service. I'm very interested in Financial services (Financial planning, banking, etc. etc.) or something along those lines. TYIA

Hi fishes,
As an employee of TCS, can we avail any comprehensive/full lab tests/ health checkup tests in Hyderabad.?
While I'm checking on Medibuddy, there's an "amount to pay" displayed on each of the tests.

Newbie Tax filing question, worked for a US employer Jan - July in NJ and then moved and worked for a Canadian employer Sept - Dec. Work permit holder in both countries at the time. What's the best way to file taxes in both countries? Has anyone done this before? Looking for guidance, gotchas, tax filing recommendations...

How do I classify my property for tax purposes if I received rental income for exactly 15 days this whole year? Primary?

Is it too late in our lives to jump into a mortgage?

So my fiancée and I are relatively late in terms of finally landing well paying jobs and being able to save money instead of living paycheck to paycheck. We’re both 36 and currently rent a 2 bedroom in NY and have a combined savings of $35,000 which she wants to use as a down payment on a condo. I kinda just wanna continue saving while renting. I also literally just started contributing to my 401K so I’m also late in the game for that too.

Hello folks, My ctc is current at 6.2lpa and I would like to cut down my taxes. Any suggestions on where to invest for tax savings? Also is FD a best plan for investment with lock in period od 4 yrs for tax saving bills?

If you invest ur HSA funds into stocks, do they get taxed upon selling? I know they grow tax free. But if I sell them and not make any withdrawals, wud I be taxed?

A patient of mine essentially asked me to fraudulently bill his insurance the other day. My response was records can be audited at anytime which could result in my license being put at risk. He asked me how many times has that happened? I was like that doesn’t matter. I spent way too much time, money and effort to get to where I am.

What’s the best credit card for points in the UK. I’m from the US and have the Chase Sapphire Reserve and the Marriott Amex

Best options (companies that provide) term life insurance outside of work? Please advise - looking to get this done this week for wife and I

Moving from the US to Singapore soon. On a 90k salary, how much should I budget for rent? Ideally I want to live in neighborhoods close to central locations such as Tanjong Pagar, but I’m not sure if it’s possible.

Have 50k in brokerage to put towards buying a place in Atlanta. Young 20 something who's lease is ending soon

Roth IRA and 401k are well funded but don't want to pull from there.

Should I buy and rent the extra bedrooms to friends, or stay renting and put savings in stock market?

If someone is working at 25 LPA in India, how much he should ask for if get an opportunity from Dubai to live a better standard life and make some savings also.

Has anyone at a mega fund like KKR or Apollo experienced coinvesting and actually being able to put money into a deal?

I have a LOT of credit card debt. It has just grown over time and I can’t find my way out. I’m considering debt consolidation, specifically a company called National Debt Relief which seems legit but I’m just so hesitant because I’m scared to make my situation worse. Or a personal loan to pay off all the CC debt and then have a smaller all in one payment. I’m intelligent and I work in finance, it’s so embarrassing. HELP.

EY people: has anyone heard from immigration today? I’m losing hope

I’ve been approved for H1-B which started on 10/01 this year. I’m changing jobs but my current job is filing an amendment. Can an amendment and transfer be done simultaneously? Has anyone had a similar experience with this?

Context: Current firm is Deloitte Advisory and I’m moving to Deloitte Consulting.

Any helpful answers would be appreciated. Thanks!

Hello Fishes, British petroleum Grade-7 in Digital functions or Wipro C1 Business Value Architect, fixed pay is almost same Wipro is paying 2 lacs more variable than BP.
Any insights/suggestions would be appreciated

Hello All,

One of my friend has some coupon for LinkedIn Premium subscription for 6 months at better discounted voucher...

If any one interested let me know...

Best movie ever?

Anyone looking for an AAE or Asst Media Planner? Have a friend w a Cornell degree looking to change careers and join our crazy industry

This practice is on a big push of having ppl certified in one of those Advanced Cloud Certifications. We can pick either AWS, Azure and GCP with various specifications. Any recommendation on which one to pick? Ideally the widely used ones by client.

Hey folks, I am interested in sustainability and the entire finance aspect of it. However my exp in th area is woefully inadequate. I'm trying to read up. Currently in the finance transformation team at EY (not related at all to sustainability). And no background studies wise.
Is there any chance B4 hire ppl who are interested. Have been with the firm 5 years, but haven't asked yet if they can internally move me.

Any roles within Big 4 that would hire with no degree? Could be anything - doesn’t have to be consulting. Asking for a friend! TIA!

Anyone notice a recent trend where recruiters reach out and interview before reviewing resume and assessing skills? It’s such a waste of time.

what is notice period or leaving GDS -Sat service line

I got an offer from Aptiv for $100,000 + 5% annual bonus + $2,500 signing bonus. This is a new grad role for Algorithm Engineer located in Los Angeles, CA.

I'm thinking about negotiating but I have no idea how to do that. Can anyone give me any tips? Or any feedback on how good/bad this offer is?

Interview advice for academic advisor position at a community college, I have no direct experience but as a social worker. The interview is tomorrow and i have lots of questions

In Intl tax, receiving recruiting offers for all remote work at the manager level. However, I am about to get promoted. Only concern is if I don’t jump soon, I’ll be stuck at the big 4. Any thoughts? Should I entertain?

Has anyone here tried pregmune?

Anyone know a good resource or lawyer for legal advice regarding securities license issues?

Do you ever feel you can’t tell your former colleagues how well you are doing? I worked at ML & now indep. Talking to friend at 8am, I’m at store picking up milk, etc. Friend asks, are you at store?

How to politely reject a job offer after going through interview process? I don't want to burn bridges but I got the position I wanted elsewhere. Thoughts?

Is the use of "kind of and "sort of overused public speaking? I have been working with colleagues who use this terminology all of the time and it's rubbing off on me. Precision is lost.

Anyone in the Houston area?

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

For advice/fee based platforms: SEI Private Trust or Envestnet as your preferred?

Do y’all carry cash? Like i know carrying cash is a good thing to do by how much average do y’all have on your person at a time?

If you loved your small independent broker dealer but they had just been acquired by a much larger corporation which does have benefits in terms, mostly, in technology, but you lose your “family” in the home office, what would you do and who would you look at if you were considering a change of your own?

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?

Haha Merrill just reduced the pc payout grid by 3% for advisor below $2m in production

Does anyone have ideas on how to navigate a smaller team environment when everyone’s roles seem to be stretched (hiring for additional people has been taking a while, not sure why). The stress causes some tension and that’s probably not great for the overall morale of the company long-term. I try to ignore and just stay focused on what I need to do yet sometimes proves challenging. I worry it might affect my professional/career growth. Thoughts on this would be helpful, thanks!

I’ve got my 7, 66, CFP, and CIMA with roughly 3.5 years industry experience. I started a new role at the paraplanner level… is this a bit of an undersell? Or is that along the industry timeline?

Best books to give to new young client who genuinely wants to grow and develop his interest & understanding of finance, doesn’t want to be bored, & cares about his investment accounts?

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

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.

How do you get comfortable eating alone at a restaurant?

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

What types of insurance do you believe are important for a financial plan, and why? (disability, ltc, etc)

Anyone finding it harder getting managed money biz? If so, what changes or adjustments have you made in prospecting or sales approach? Thanks.