Beyond the books and blogs recommended on this bowl, any suggested apps to help monitor investments and budgeting?

Hi Fishes !
What are your thoughts about investing in reliance power for long term !
I'm a newbie in stocks .
Any suggestion will be appreciated !

I be wanting to go off but then I check my bank app, calm down, and keep working.

I’m 36 and I recently reached a net worth of 1 million dollars. I thought I was doing good but then I see other people with several millions and can’t help but wonder how they got there.
I feel I’m doing everything I’m supposed to (I save, I invest, I max out my 401k, IRA, etc...).

What can I do to upgrade my game and reach those higher numbers?

I contribute 10% of my paycheck to my employee share purchase plan. Is this smart to do given the tax repercussions behind it? Is it smarter to invest less in that and more in my Roth or 401k?

Trying to open an account on TreasuryDirect to buy i bonds, and I am required to get an authorized certifying officer to sign a form to complete the process to open an account. Anyone know what that is? I went to my bank and asked, they don’t think they can sign it 🧐

Come from a no money family & limited financial savvy. What’s an easy way to open and manage a personal investment fund so my savings makes me more money, similar to my Roth 401k. Thanks in advance!

Thoughts on buying into Wells Fargo now, at their 52 week low basically.. Bank too big to fail of course and their imposed caps on grown expire in a year or 2 I believe with regards to how much $$$ they can lend out or take in...

Is moving from Seattle worth it? I've heard the freeze is still in affect in Portland but I'm more worried about prices. I WFH mostly and pull down like 120k a year, Seattle is getting crazy expensive rent wise and crazy full. I'd like to find somewhere new but stick to the PNW.

Hi. I started a personal finance Instagram account to share financial journey and financial tips. It’s called Her Millennial Money. I would appreciate any feedback or ideas of what to share.

I've got a YouTube channel about all things crypto and trading. It is primarily an educational channel, rather than one that is specific to investing.

Please post video requests here. (Continued)

How do you effectively plan for retirement?

NRF matched Millbank in TX yesterday

I’m leaving my job soon but I’m wondering if I should be truthful when I hand in my letter of resignation. There’s a ton of reasons but it boils down to: I’m worth more than they can pay me and I need to pay off these student loans. What should I say?

Planning to buy a condo in 451 W Huron - Yay or Nay? Will live for a year and then rent it out. Don’t want to renew lease another year.

Any good Cannabis stocks, ETFs, or mutual funds with decent returns?

Pranam Fieshes ,

How to declare tax on joining bonus? First time got joining bonus , how to mention it in tax declaration . Please help

Your lovingly,
Fish

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?

Does anyone have experience managing an out of state property yourself? Are there any tips/services you use?

Realized some gains from a trade and I have 5k to move. I’m looking at TGT or WMT as an alternative play to AMZN. I’m looking to start a long position 3-5 year hold/add and reap some dividend reinvestment. Any opinion of which one to go with?

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

Haven’t applied to new jobs in years… stupid questions, but are resumes still relevant, or is everyone onto those personal websites that showcase work, history, etc?

Is there a problem to stay contract with your recruiting agency instead of converting to full time with the company? Should you push to get converted sooner rather than later?

I have 10k extra to invest. How should I grow it? Any growth stocks to recommend?

How does everyone cope with the quilt of leaving a job even though it’s best for you?
My job is understaffed and I feel like I’ll be leaving them down even though my mental health can’t take it anymore.

90 Days notice period has 2 phases.

Initial phase - Candidates struggling to get interview calls.

Ending phase - Companies struggling to match a higher offer.

30 days notice period can really solve everyone's struggle.

Hi fishes, how is the increment percentage when compared to erstwhile Altran....? Is it better or worse

What is the best way to look at historical PE investments? I am hoping to discover new PE firms for networking / sales purposes. Potentially a website specifically that tracks announced PE deals. Thank you!

Need 11likes for dm please

Hi Connections,

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Interested people who have strong relavent knowledge please DM me for referral.

Immediate joiner: Looking for an opportunity in Python Automation with robot.
YOE 6.7 years
Skills: Docker, K8, Python, Robot, Pytest, Locust
Domain: telecom
Preferred location: Mumbai/Remote
Any leads would be appreciated.

How to get the new company to buy-out us?

Which is good brokerage account for etf and stocks. Can't use robinhood due to restrictions

Trying to help my retired dad - When I google for what to do after retirement, only retirement planning related things shows up. My dad has been a workaholic and hasn’t developed many hobbies he could pursue. I was wondering how I could help him stay slightly occupied if not busy. Anyone here experienced this with your parents or yourself? How did you navigate this?

Once you hit your FI number, what are your plans? 1 yr? 3-5yrs? beyond?

What’s a good, practical tax book to read for someone who knows nothing about taxes? I feel like I should familiarize myself with them but don’t know where to start/find the topic very overwhelming and dense even as a finance attorney. Welcome to other beginning finance book suggestions too! (Already read Kiyosaki and Ramsey)

Single and childless but would like kids. High income and maxing out all tax advantaged accounts I can but was thinking of starting a 529 in my own name to be transferred to future kids. If I don’t have kids maybe transfer it to my nephew. Thoughts, pros, cons?

Anyone know of a good cross-border US/UK financial fiduciary?

I have 10k extra to invest. How should I grow it? Any growth stocks to recommend?

What is a reasonable fat FIRE number for a married couple? Can’t figure out if numbers I see are for one or two peopl

I’m maxing out my 401K, traditional IRA and HSA this year and paying for some house improvements. I have about $750K total investments and very close to $2M net worth, but realize that I am behind on investments if I want to do FIRE. I was focused on paying off huge chunks of my mortgage and managed to whittle it down to $75K left. Would you suggest I go ahead and pay that off this year? Or pause and do a mega back door roth instead? I’m mid 40s. Thanks!

For the past 2-3 years, I have obsessively tracked my net worth/income trends/investment performance over time. I checked my trends just now, and OMG I hit the 300k net worth mark right around Christmas. I guess I haven’t looked at my dashboard for a month. This feels so cool. I want to shout it from the roof! I can’t really brag about this to my friends, so I’m sharing here! 🎉 🎉

Does anyone have any inspiration stores of FIRE without an incredibly high income/family financial support. Looking for hope 😅

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.

What do most people invest in for their Roth IRA portfolio? I’ve heard target funds and ETF’s..which one is better?

I consolidated grad loans in ‘15, kept federal separate from private (w SoFi @6.75%). Can I refinance w SoFi or w Earnest? Should I combine the federal and lose the protections for better %?

What is your socioeconomic background and how much NW do you consider “enough” to be able to live comfortably?

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?

I’ve been reading a lot of FIRE books lately and want somewhere to discuss. What are the biggest takeaways from your FIRE journey/ research?