Anyone using video conferencing like gotomeeting / Skype / zoom to sell life insurance or DI? What are you showing them or just video?

Hey guys,

is it safe to move to healthcare organization which is established in India only 2 years ago, but in US it was established around 160+ years ago, keeping in mind on recession and job security?

Please help me on this!!!


Fractal Infosys Tata Consultancy IBM Wipro Nagarro

Anyone have any insight into working for Collective Health?

Porsche IPO worth buying now amid market and economy turbulence?

Hi! I’m doing some research on employee benefits (medical insurance, 401k, HSA/FSA, commuter benefits) and was hoping to connect with People specialists or HR professionals in the comp & benefits space. I’m trying to better understand any pain points or challenges you might face with utilization/enrollment. Anyone interested in connecting? Thank you!

Can someone please for the love of god help me figure out how I can pay less income taxes? I only make 88k and I put the 12k standard deduction but I’m still getting taxed 27% of my paychecks! My sign on bonus (20 even) a few months ago was taxed nearly 45%! Excuse my ignorance, but am I doing something wrong? Will increasing deductions help or should I increase the withholdings? Is this normal?! Thanks for any help/advice, it’s greatly appreciated.

Is it possible to track your retirement (alight) account via mint?

Junior Associates - How much student loan debt are you and your peers in these days? A few young partners and counsel at my firm were discussing the student loan moratorium and most of us were convinced we could have paid the majority of our loans off with the bonuses associates got these last two years. But we are all old and when we graduated 150k to 200k was about the max student loan debt people graduated with. So educate me. What is the average student loan debt these days?

My DashPass via my CSP is expiring at end of the month. Does anyone know if I can get another year of it by adding another eligible Chase card on the same account??

Do our managers have access to our Slack conversations?

Has anyone actually received their reimbursement for filing taxes in multiple states? I got told that it would process with payroll last Friday but I don’t see it in my bank.

I’ve reached a point in my career where I want to take a step back and do an easy job just for the medical insurance benefits. Any ideas what I could do (or who is hiring)? Would contracts manager/admin/specialist be an easy job?

Hello all!

Am I correct in my understanding that:

Over a certain income ($76k as of 2021), a single person CANNOT make tax-free contributions to a traditional IRA if you have a workplace retirement plan?

In my example, I have a work 401k, and my adjusted gross income is over (or just about hovering) at the 76k limit. This means I can't make pre-tax contributions to a traditional IRA, so I should just go for a Roth?

I would like to hit fire between 40-50. Currently 27, 185k total comp (125 for me and 60 for partner). Like my job don’t hate it don’t love it. Does an MBA make sense? I’m guessing it could take me to 170ish with that schools I’m looking at but wondering if the 40-50 retirement range makes an mba not make sense since I’d only have 10-20 years to save vs 12-22.

Would have to finance the whole thing myself. Current net worth is 140k. Thoughts?

150K in Singapore, and $150K in Chicago. Which one would you accept?

Where do you go to keep up to date on new Healthcare benefit products, regulations, etc? Is there an industry/regulatory resource?

So I have to be vegan for a while for health reasons, has anyone else been through this and how did you survive? Lol and also please share any cooking or recipe tips if you're up to it!! Thank you so much.

Can I survive on £26,300/yr in Belfast?

Folks, investing newbie here. Planning on using the Bogleheads recommended 3 fund portfolio. Opened a tIRA with Fidelity and have been reading about their 4 fund portfolio which is in line with Bogleheads.
Question: I'm looking for a step by step video on how to go about selecting investment options. As a newbie, I know what I want to invest in, but I'm not sure how to do it. Any tutorial videos that walk you through the process? E.g.- click here to select, click there to confirm.

If I am searching for an external audit position as a senior associate in public accounting particularly in the healthcare industry what is a competitive wage? Currently I am 1 year in as a senior associate at a top 5 firm and making less than 80k. I do not have my CPA yet but working at it. I have 3 exams left to pass.

Let me know if you are interested in any openings in Plante Moran! We are hiring!! I can give you a referral!

Looking for referrals for a Technical Sales Executive position that is Remote (USA), possibly in the industrial sector. Last year I made $109k at AT&T so I'm hoping to at least stay in the same ball park but want a change. I have lots of experience selling IT/telecom, but I also have a Mechanical Engineering background so I'm a good fit for a wide range of technical sales. I have been thinking a role in the industrial sector with a longer sales cycle may be a good fit, can travel up to 25%

Alvarez and Marsal Director in London. Anyone with idea of base Salary? Quite urgent. Thanks.

After 10 years of working as a FTE PM/producer I’ve now been laid off (thanks Covid) and am looking to start freelancing for the first time. What advice do you have for a new freelance PM/producer?
Also, what kind of insurance do you take out as a freelancer?

How are 1st year litigation associates dealing with WFH? I’ve been having terrible anxiety/panic attacks, and pretty sure my billables wont exceed 110 for April. I’ve been super stressed about it and don’t know how to move on to May with the proper mindset to make up for as much time missed as possible. CA courts are still closed, and I’m worried I won’t be able to exceed (or even meet) my May goal after April.

Hi there, I work for the U.S. Government. My husband is in the private sector and his job is sending him on a temporary detail for 2 years, overseas.
Does anyone know if the government allows remote work overseas? Or does anyone have a similar experience?
Thanks!

I went to the lease this last weekend. Not one drop of alcohol was had. That was the closest I’ve come to caving. 4 wheelers, killing dinner with big guns, doing manly things in God’s country. Beer is an absolute necessity during these events. Anyhow, I didn’t drink. Proud of myself. Monumental moment for me.

Advertisement & Marketing is still the best skill!

I've been working in the insurance industry (property and casualty) 4 years now as an insurance sales agent. Looking to switch gears a little. How do I get into the claims adjuster field. Looking to make a change and make good money. I currently make about 38k a year base and 1% in commission.

Hi guys,

I switched 20 days back to Optum. I have 7 years of experience working as a full stack Engineer, who is passionate working on both front end and back end on latest technologies. But my project is working only on back end with 10 years old tech stack. There is no front end work at all. What should I do?
I don't like working here at all, but I am not sure whether moving out again in a month will give bad Impression on my resume. Hence please give me advice on this situation

Hi Fishes,
I have 2 years experience in similar domain in Amazon Ecommerce.
I had recently interviewed for SAP Ariba for the role of CFE Consultant- Catalog Advisor, while the manager asked for my expected salary i mentioned 8.5 LPA, is it good?

Hi,

What is the average salary of sap mm consultant of 2 year experience ?

Thanks in advance

New to trading and investing in equity. Have $200k in equity and $20k in MUNI bonds. How do you plan to diversify?

Is there any website to get a template for decent/basic contracts (i.e. leases, purchase agreements, partnership agreements)? I want a base to start, without having to sign up for a free trial and then get hit with a bill when I forget to cancel...

What's your target retirement savings? Target age? Combined or single?

Advice appreciated: I want to sublease my apartment so that I can rent elsewhere and pay less. I had to move in a short amount of time and it was during the period where there was a high demand for housing, & leases everywhere were expensive so I signed what I thought was fairly cheap in comparison to what was out there. However I found something this month that will cut costs by 30%. How do I go about finding someone to sublease my place?

Hey 🐠, what are your recommendations of books, articles, or practice tips to improve communication, both verbal and written? Want to be stronger at running meetings, pitching ideas, writing (cont’d)

Feeling a little lost in my new role as program manager. Any advice or recs?

Ok, what does ‘F’ mean

Merry Christmas everyone!

Looking for recommendations of any good non-finance books to pass some of the downtime at home

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.

Maybe a dumb question but if someone vests in a pension are they still able to rollover a lump sum into an IRA? Or is it too late? Have a client who keeps blowing me off to get documentation...CONT

I’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

Anyone have success/experience/stories to share getting someone with mild bipolar disorder insured at a decent rating? Which type of policy, how old was the applicant etc.?

What is the most expensive thing you have ever bought? How much did it cost you?

Has anyone done/heard of the Morgan Stanley 3 year program? If so, what was it like?

For retired employees, should I educate them about money management and then give my business cards out? Or should i just pitch my services to them?

LLP. 2 partners with a single employee. What could my client (one of the partners) do in the way of a retirement plan? 2nd partner may or may not “be in."

Do any of you guys use Microsoft Excel or anything like that when doing financial planning? Like for example having an excel spread sheet where you type in clients income, and income when retired

I have a prospect who is a US resident living in Canada on a temporary work visa. They are being told by their advisor that they must liquidate all their accounts (brokerage, IRA, and 529). ...

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

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 do you tell people when they ask you what you do? Anyone have a solid script out there that they think is unique?

It seems like the whole industry wants to buy a book but no one is selling, any ideas on how to in front of people who truly want to sell?

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

Prospect has postponed 3 meetings already with me... time to drop them?

Sick of people trying to link on LinkedIn that I do not know and not even sending a message along with it. Or sending recruiting messages with jobs outside of my level/experience.

Anyone working at Barclays Wealth Management in the UK?