Could ask this in the personal finance bowl but the responses in this bowl tend to be more supportive. At what point in life did you enlist a financial planner (if you have one)? Is there a specific type of service you looked for or prefer?
Background -
HHI ~$225-275k depending on bonus, both 38yr old working parents w/ a 4yr old
I max 401k, husband contributions less (~10k/yr)
~500k in 401k, ~700k home equity, some not wonderful investments we are holding, pension will pay ~3.5k/Mo

Thanks!!

I have been offered 14.5 lpa fixed and 1 lac joining bonus for SDET profile? Should I join ? They will deploy me at MasterCard client.

Hi Fishes,

I have an offer of around 39 LPA + bonus and my wife is holding an offer of 32 LPA in India. Now I have received another offer from a fintech organization in Berlin, Germany who are providing me 69k Euros as base salary + 5k Euros as RSU and also an on call support of 5k Euros annually + complete relocation assistance package. My wife currently doesn't have any offer for Germany and might need to search for a job after reaching there. Is it worth? Need your suggestions please.

The account dropped the register down the flight of stairs and it shattered into a million pieces. Fear not the account says, for it was already depreciated to $0.

Hi Fishes,

Citiustech healthcare technologies is hiring for multiple roles. Java,C#,.net,Angular . Training will be provided for senior software engineers under Java impact program with attractive bonuses.
DM me if interested..

How to transfer PF fund from hcl to epfo if i was a non pension member???

Hi guys, I got an offer from x and i discussed that with my current. At 1st current said they can only give 30% increment. I said I can't stay with this cause i got 70% and expect at least 50%(as the 70% included VP and the current org don't have vp, they have bonus). Then they said they can do max 45%. I really wanted to stay here so I said okay to current. Then now hr called me and said they are matching the offer(no vp). What should I make out of it? What made them change their mind?

Hello everyone.. i have been rolled out of a project recently. I need to submit my client laptop via courier. Please help me with the policy of reimbursement related to this. Thanks

Just got a verbal offer for experienced analyst position at a middle market investment bank in Chicago. What should I expect/negotiate for in terms of salary and bonus?

Has anyone here considered leaving healthcare altogether? I am really drawn by a role in tech, but I know it's such a big leap. I have a friend who did this though, and she is making even more than I have made as a travel nurse. Is it an anomaly or a real possibility?

Sold 10% of my ETH @$2,500 to pull out my initial cap investment - so tempted to throw it into btc on this dip. Should I pull the trigger at $50k or wait for $47k?

I am selling a huge portion of my stocks this week to purchase a property. Mostly selling off the stocks which are over an year and with good profit.. however, there are few stocks (less than a year old ) which I think not doing so well and I am planning to sell on a loss. How can I use this to my advantage on my tax benefits?

How long due you need to be at an employer to be eligible for the family leave plan that is available for all Massachusetts employees as part of the Paid Family Medical Leave program ? I believe the PFML is applicable 2021 onwards

Anybody done a dry January before? Not concerned about being able to do it, more just curious what people’s experiences were, the benefits they saw, etc.

Good credit card to open? Thinking Amex gold - anyone have it and recommend? Or any others?

The threat of nuclear bombs flying over cities should crash the real estate market

Leaving firm and thinking about what to do with my 401k. Any reason not to roll it over to my own IRA vs leaving as is or moving to new company 401k?

Can anyone say the hike percentage and bonus for TC at PwC AC for Associate 2 level?

hi
what is the component called other allowances and reimbursement 1 and 2 ? for what purpose its used ?

Hi, will be staying in London next week. Does anyone have an Accenture rate code for the Marriot / Hilton in London?

What tech companies pay best for business strategy/ops people? Currently making $150K TC with 5YOE

Hey Agency Owners, how did you started your journey from freelancer to agency owner?

Do you tell your senior managers what you read might impact client tax return calc or just move on to pretend the finding is irrelevant or I misread?

Which firms out there have partner mandatory retirement ages of 65 or older? I started late in accounting and I know my firms mandatory retirement age for partners makes it nearly impossible to ever reach that level. Wondering what larger firms out there have higher ages for mandatory retirements.

Are any of the firms hiring for part time/primarily remote tax professionals? Is anyone aware of industry positions like this? I moved to industry a year ago but am realizing I’d really like to be 20-25 hours per week and WFH as frequently as possible. 10 years experience in primarily federal income tax/asc 740

Where can you buy a good office chair and sit/stand desk near Toronto? Getting them shipped from the US is mad expensive.

Can someone refer me urgent
15YOE in IT Operation, Immediate Joining..

Hi,
I will be joining EY GDS Kol consulting on 5th Dec, however, I have a flight on 5th morning and will be landing by 11 a.m.. Just want to know if NHO will be on 5th only? If yes, will it be offline or online and what time does NHO begin?

Hi All

YOE:6.8
DanskeIT (27.5LPA= 24.7Fixed+2.7Variable) vs Value Labs(26LPA fix)which is better?
Technology Dotnet+Azure

Please suggest. Work life balance and project wise which is good?

Hey Partners! I accepted a position at another firm and was bumped from manager to Senior consultant level. Could you give me some advice on 3 key things I can focus on to help me re-advance quickly?

Looking for advice: would you stay in partner pipeline at Big 4 or move to one of the MBBs as a principal? I am hearing that with Big 4 getting into strategy more, MBBs will be obsolete soon thoughts?

Can anyone explain the grades in HSBC ?
What is GCB-5?

If your employer mandated you need to come in 5 days a week would you consider quitting? My situation is I live in my geographical territory and the office is 45 minutes away. No performance issues at quota consistently.

What's the best consulting firms for H1B folks who have studied masters in STEM here? Got a cousin graduating this fall and he needs to know H1B/GC policies.

You can ask anything about mutual funds in India here.

Graduating senior. Have choices between MBB and SWE at FAANG. Not sure what to do. Long term I’d love to be in a small startup or a leader in a tech company. Not sure which path is better for that. Any thoughts?

Salary for vp, group director with 13+ years experience?

Is it expected/normal to get pregnant spouse Mother’s Day gift?

Can NY RNs apply for compact license if they want to work in NJ?