Are any RIAs charging for maddening 529 plans? If so, how?

What do you all use to file for taxes after switching to h1b?

Hey All,
I am going to get married in September.
My office is in Yemlur and my fiance's office is at EPIP zone. Which is the best place to live and which platform to look after the house
Budget - 25k
Kindly help out

ENBD is the crappiest bank in the UAE. Thank you

Anyone else holding out to 1 year AT LEAST, in order to get long term cap gains tax rate? 🙏🏻 every day passing is a day closer

Hi y’all! I’m a financial educator and my job is to help families in need of financial education! I help anyone on learning how money works here in the US & how to get rid of debt! I offer financial products that help you protect and grow your money. I’d love to help you out in reaching your personal financial needs!
I’m also always looking for people to hire!

How do filmmakers find investors?

Are remittances / gift sent from US to India (from post tax money) considered for any tax breaks or deductibles in the US?

I really don’t understand this housing market. Did execs from big companies really decide to screw first time home buyers by purchasing all these homes for cash and driving up this ridiculous market? I truly don’t know how I’ll ever afford to buy a decent home. I’ve never been more stressed about something.

How much is Sodexo card amount in BNYm. And can we claim Wifi Amount also ?

Is it still worth buying Tesla stock? Especially after rising so much since year start?

I have an expiring British Airways credit I need to use in January or February. Options are Lisbon, Paris, Rome and Athens. Anyone have thoughts on any of those in the winter/off season?

I'm coming from the US - my flight credit is use-it-or-lose-it so I'm trying not to spend much more than the original credit.

Is it worth moving to western countries if you have a stable life in India and the household income is close to 3 lac per month?
What are the advantages and disadvantages of this move?

Hi guys,

I got my full and final settlement today but I can see no tax deduction. Does anyone know the reason. 4k tax used to be deducted every month till now. I also got gratuity and leave encashment along

What is the best performing NPS available on market. Let's assume that I invest 50k per year for tax saving, what could be my retirement benefits out of this(30 yrs of investing). Please help me with calculation and suggestions.

Amex gold or chase Sapphire preferred? I need a card for international travel to avoid foreign exchange fees. Please note, that I'll receive a $150 credit towards the Amex annual fee due to having a corp card. I'd you my capital one checking, but no rewards/benefits there.

My father took a home loan, and the same home is kept as mortgage.
I'm paying arround 22k emi for the same but unable to exempt tax as the loan is on my father's name.

I googled a lot how to transfer it but neither gift deed nor sale deed would work as the property is on mortgage that's under bank's ownership (until loan is fulfilled).
Tax is also getting deducted, I'm paying hefty emis.
What can I do?
Please advise 🙂

Hi do you interview from time to time just to check what’s your market worth?

Looking to move out of California, and considering buying a townhome in Atlanta for ~$650k. Any thoughts on the Atlanta real estate market?

I'm being interviewed for Senior Analyst in hsbc. Can anyone help me with the tax saving options available with HSBC? Like self education, communication, meal vouchers etc.

Cons of moving 75% of my savings to an Intermediate US Treasury ETF (SCHR)? I wouldn’t mind losing 4-5% if the market rallies, but would rather put cash to work if the market keeps tanking

Anybody knows how's Zensar Technologies. Got an opportunity for SCM Oracle fusion.

Thank You..

Anybody not excited about the wedding? I want to get married to my fiancé but I can’t get excited to pay so much for one day…. I feel bad that I’m not more excited but it’s just so stressful

PwC AC Bangalore: In 2 months notice period, do we get salary month wise or all 2 months salary together around LWD in full and final settlement?

Which platform do you find best for affiliate marketing?

3rd interview in 4 months for 3 different positions. I heard I wait a year to apply again but I make it to onsite and don’t move on and apply again 3 weeks later. Is that bad? They keep calling back.

I have received an offer from EY GDS (MENA unit). How's the work life balance, stability etc in GDS MENA unit? Please let me know...
Yoe = 15, technology = Data warehousing

I’m verrrrrry new to excel and am going crazy because is there not a way to “clip” text in cells like you can in google sheets? I read about a “fill” option, but then noticed that cells that aren’t filled just repeat text. 😂🤯

What's the variable component in s&p global , HR is saying only fixed component will be mentioned in offer. Pls guide...

I want to get out of warehouse work. What's a good-paying job where I don't need a lot of schooling?

I applied for a role a few days ago and found the relevant hiring manager today via LinkedIn. Should I send a follow up mail/introduce myself to this person. Would it leave a good impression or come across as desperate?

Btw, the person is in a “Talent Acquisition” position at the company.

Hi Koch Team,
Looking forward for opportunities in testing profile having 6 years experience in testing

Hi Fishes, I am looking for job change as a UX Designer Having 3.9 years of experience.
Skills: Ux research, interaction design, Prototyping, User research.
Tools: Figma, Sketch, Invision, Adobe XD, Sketch.
Preferred location Bangalore.
Please help!

Hi guys 👋🏻
As we are about to start a much deserving weekend, heres a query that interests us all.

Guys how many bluepoints will be credited into our Global Recognition centre account in January 2023(if India doesnt win the Global Recognition Championship)?

What are potential exit opportunities in commercial banking? Are the skills transferable to other roles in finance?

Who are the top consulting firms for each of the type of work in Pharma?

Corporate strategy -
Portfolio + brand level strategy -
Sales & marketing strategy -
R&D strategy -
Transactions / M&A strategy -
Analytics -

Feel free to put more than 1 firm in each category :)

This app is so therapeutic for me !

I enjoy the fact I can relate to people’s feeling’s and also see that I am not the only who has similar thoughts.

The one thing that stood out is the ability to share different perspectives and not necessarily know each other !

I love this app !

Looking to exit out of client facing mortgage ops and want to transition to something else more internal. Any job roles to specifically search for?

How’s Heimat // Berlin these days?
I’ve noticed them releasing great work recently but have been hearing mixed things about its company culture. Any insights ?

I am seeking Financial Advisors with established books who would like to explore independence. Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients. We are registered with either the Securities and Exchange Commission or state securities regulators. Independent advisors are trusted with over $5 trillion of their clients’ wealth. All queries will be held in strict confidence.

We are going to start providing social media posts our marketing team created, mostly non-branded and you are able to auto-schedule them. No cost to use, specifically for our RIA’s who don’t get...

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

My wife left her job that provided us health insurance for a reasonable rate. So I’m finding myself searching for some reasonable alternatives. What are you guys doing? Any cooperatives?? Or what??

What is your experience with The Bill Good Marketing system?

Texas FA’s when is your office re-opening?

Anyone charging for held away assets?
How are you positioning this? Do you charge the same amount as assets under management or is it lower?

What’s it cost to work with an attorney when leaving a firm?

Anyone with experience using a VA that serves financial advisors specifically? We are considering outsourcing some of our administrative tasks.

Working for a small RIA on 1099. I receive about 80% payout AUM and the firm covers port mgmt, marketing, and a client service rep. However no other benefits such as office, health, 401k, bonus. Stay?

Any thoughts on TD Ameritrade Institutional as a custodian? Used to NFS/Fidelity, TDA seems much more efficient and user friendly.

Looking to refer a friend in the Las Vegas area to an independent advisor for term insurance and basic retirement planning.

ADV clarification - i am now part of a smaller RIA, no longer affiliated with a B/D. I am trying to fully understand ADV requirements. Are there 3 main parts? Part 1, Part 2A and Part 2B?

At what point do you fire a client? I have a 49 yr old client w/drawing $50K out of a $72K IRA (trad) to “pay off her home”, a move I completely disagree with/advise against.

Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

How do you advertise?

Any advice for someone in the middle of a merger?