Been doing a lot more 401k biz and want to eventually do that alone. Want to complement the 401k with group DI/group life. Is it possible with smaller companies? What about group life? Any experience?

What are some good modern/post-pandemic personal finance books you can recommend?

For those of you in healthcare related account management, what is your healthcare background? I am clinical and getting ready to hire a higher level account manager. I am really biased toward people with clinical/in hospital experience because, quite frankly, healthcare is a different beast - lots of hand holding and change management. I don’t want to miss the right person because of my bias, so im wondering how many healthcare related AMs have healthcare/clinical experience… thanks in advance!

I’m currently an LLC and looking to assemble an equity deal with an advisor. I don’t know how to set it up with him where he gets his equity in the future when we restructure the entity to a c/s Corp and give out his shares. It doesn’t make sense for us to switch now and get double taxed when we haven’t lifted off the ground. This is pre launch. Any advice?

So this all seems like mental illness pretending to be investing. Good luck on the gambling. I’m blown away by the people screaming “HODL” with no rationale. I’m 100% out

Is Google open to remote? Interviewed within the healthcare research department, waiting to hear back from recruiter on next steps.

Benefits to scrum or PMP certifications as a low level Associate? All the positions I see require 5+ years scrum experience. Also would appreciate people’s perspectives on scrum vs PMP in general. I’m a people person and quite good at leadership so I feel my talents are being wasted managing client direction on funds day to day.

I regret only buying 1 ethereum when it was about $1500. I bought Tesla shares for another $1500 instead of buying 2 ethereum shares due to fear 😢

Hello all,
Looking for a consultant position in healthcare consulting. I have an MBA with 5 years in the healthcare industry, 7+ years of strategic program/project management and I’m am lean six sigma green belt certified. Know of any companies currently hiring? (I am willing to travel. )

Feel free to PM me to further discuss.

Hi IBMers,
Do we need to mandatorily submit the rental agreement, rental proofs and landlord's PAN to claim HRA for any amount?
Please help me with your suggestions. Thanks in advance 😊

Hi all - I'm on a £100-110k base + bonus at a tier 2 firm. This is in the region where personal allowance for tax starts eroding away..
Wondering what options I have to make this as tax efficient as possible (legally), considering a salary sacrifice pension and student loan.
Also what are you investment recommendations? Stocks and Share ISA? What are the good alternatives?

Hi, I am considering making an appointment with a therapist to discuss mental health, and my question is this: how do you know that your case is severe enough to warrant a therapist’s time? I’ve never been diagnosed with any mental health illnesses but I think it could be something that benefits me. A little advice would be appreciated. Thank you

Amex rewards is not as well as cards like Marriott or Citi AAdvantage. Isn't it better sometimes to use your card for expenses, but report it correctly and be reimbursed?

If I invest 50k in NPS, I would save 7k this year as per my tax calculation. Is this a good deal? In general, I don't like such long term investment, maybe I'd start that when I'm 35 but not today.

Kpi reply krta b h is group me
Techm need NPS account from kotak only
How to open a new one.

I went from making $70k the last 7 years to now started a new job a month ago making $130k plus $10k bonus every year, and $60k in RSUs. I have $70k in my 401k and around $50k in savings. Want to get out of the Silicon Valley which has been home my whole life and buy in TX or AZ a ~$400k house. I have about $20k in student loans which my dad has offered to pay (wants to make up for never supporting me) but I’m waiting to see what Biden decides for student loans. Is this feasible? Credit is ~615

Can my current lender refuse to accept the payment from refinance lender because they want to make more money from me? How do I sue them ?

Sanity check needed. We own a home we paid $280k for, 6 years ago. We've begun to outgrow it and are debating building on vs buying.

Building would probably be $350k, would take about 4 months, and would require us to move out temporarily (likely 50-75% of that time), but then we'd have *exactly* what we want. Buying would cost ~$650k (plus $59k in closing costs to sell and buy).

House is worth $400k if we do nothing; addition would likely double value.

What would you do? Build or buy?

Looking to switch jobs and maternity leave policy is an important factor for me. Would love to hear about some companies that have generous mat leaves vs. others that don’t. Can you all share what you know?

Anything for sale anywhere in the continental US let me know.

Just joined, I'm curious how often you've been a high performer but are told you're not consistent enough? But you haven't missed deadlines or anything, so what's consistency mean for you?

Hi Fishes,

which of the Big 4 has the most twisted process of onboarding a new supplier? a comparison of cycle time would be great to know

also Independence seems to be a major factor in new supplier approvals..can anyone share how it was managed it their previous Big 4 organizations?

So. MBA from a top 20 program (if that matters), working in the southeastern US with 10 years experience in private practice and hospital administration. Salary thoughts?

What are some of the best M&A conferences attended?

How much a senior analyst make on average in Lowe’s in business services areas ?

Anyone know if we can expense coffee pods during this WFH thing? I’m already on my 2nd cup.

So I chose an offer for Deloitte India over Infosys as a Node.js developer. Joining next week. But most of the time when people praise Deloitte they mean USI so I have been of two minds and wondering if I made the right decision.
Also is travel needed for Consultant designation?
In the managerial round the guy told me only need to go to office to pickup the laptop and after that it's wfh.

Any recommendations for good camera for both photography and video? Need to upgrade my 8yr old Canon Rebel.

How do you write a good script? Where do you start?

For people who work at Wells Fargo or have knowledge of Wells salary, expecting an offer for Senior Vice President in Dallas, TX. What salary should I expect/ask for? Any advise would be appreciated!

What are good exit opportunities that exist for someone who has worked 1 yr as an analyst at a boutique firm?

I got offered a position as a Wealth Management Banking Specialist and was offered $75,000 base pay with a 5% increase after a year. I am working on 8 years experience in the industry, investment licenses, and a bachelor’s degree in financial planning. I feel like this is low. Any thoughts?

Hi, Any one moved from 8 to 10 recently ,was it based on yoe alone or based on performance, what is the g10 base package ?

Planning to resign, will I get my retirals and leave encashment?

Do you dress up to go into the office?

What is one thing you wish your friends and family understood about your job?

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

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

For all those that have taken on a trainee to team up: what do you think is a fair split?

Any recommendations for good camera for both photography and video? Need to upgrade my 8yr old Canon Rebel.

Anyone knows about the base for chase PCA?

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

Sometimes I feel like I am a drone that just works all the time and I have no friends.

Do your executives and ownership teams care about culture? Do they care about innovating?

My top executive is very “stuck in their ways” and refuses to accept that he is creating disconnects with his team.

Our RIA will be presenting to a group of FAs on COI strategy in a few months. Curious if anyone has had success obtaining referrals from centers of influence?

Finet pros and cons for $600k producer please

Does anyone know if the 10% penalty and if taxes are waived on a death of a beneficiary? A friend of mine’s 17 year old pass away. I was wondering due to the circumstance, is there any way he can get around paying extra money by doing a 1035 exchange, rollover, withdrawal. Anything out there? Suggestion are welcome.

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

Currently looking at a sales manager role for a national firm here in Canada. Essentially the recruiting advisors to the firm and then helping them succeed. Recruiting experienced and new.

Pros and cons of this role

How do you feel right now 1-10? Why?

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?

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?

Anyone have experience doing pro bono advisory for charities? Is there a good placement agency for this?

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?