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

Got a letter of default and acceleration notice from bank who repurchased my mortgage due to what they thought was mortgage fraud but wasn’t. I’m contacting a lawyer but has anyone gone through this? I know they want it off their books and suggesting I refinance but my rate will increase and they’re demanding legal fees too

Hi everyone, any tips for resignation letters, who to meet/tell first, what to do before your last day (i.e. anything adulty like 401K or healthcare)? Any insights would be greatly appreciated!

Realized my tax withholding has been from NY (company based in nyc) instead of NJ (where I live)… I’m assuming this has to be changed asap with HR? And prob leaving money on the table…

Anyone having experience with opening a brokerage account for an organization (single member llc ideally)? I have a question regarding the set up.

Currently have chase sapphire but thinking of switching to Reserve. Should I?
Wife will also be authorized user, we do travel and will use this card for all our purchases

I feel like I'm going to get screweeeddd over with this upcoming housing market crash. I know we paid hundreds of thousands more than the house is worth 😭

Company offers 200% match on the first 3% of 401k contributions, vested immediately. How is that relative to other firms?

How common is it for a firm to contribute to an HSA on an employee’s behalf, and what is the largest contribution you’ve seen that an employer gives?

Do you have a prenup? What does it involve?

Anyone use EQ bank? What is your experience with it?

2017 Lexus IS 200t F Sport for 32k plus taxes...? (33k miles) Yay or Nay?

Can I get a commercial loan without 25% down?

Why do people accrue prepaid expenses?

Is there a calculator that I can put in all my investments and see how it works out in 50 years? I know each brokerage has their own projection thing, but just wondering if there are any other tools where i could combine everything?

What's a usual amount of time that you have to stay somewhere in order for your RSUs to vest?

Do all B4 firms match only 25% on our 401k contributions up to 6%?

What steps have you guys taken to generate a second/ passive income?

I would love to come across some ideas and know how it is working out for you.

Capgemini 🐠- are you allowed to use personal credit card for official expenses?

Does anyone ever use their overtime meal to buy something else when at Walmart or Supertarget?

Huge delays in biometrics

I'm thinking I won't be getting promoted if not laid off at the end Q2 or sooner. What are some good exit ops for an associate with 2 yoe in tech consulting? Exp in Cloud, PMO, IT Risk, and SoD.

Has anyone tried to get an extension on an offer and they push back?

What is it like working as a full-time graphic designer for a company (not an agency/firm)?

Feeling especially Mondazed today. 😖 Any good recos to lighten up a morning?

I feel so guilty for not always modeling good health. Anybody else feel that way?

I don’t like Chicago. It seems that I will have to move to Chicago in the fall. How do I survive this

One of friend wants to join at WIPRO..
Fresher
Flexible in any shift timing
BA
Location Kolkata

I'm a part of PXT team, is it right to apply for diff roles internally at this time?

Isn’t it ironic that most of these people in FL whose homes and communities have been devastated will still deny that climate change is real and vote for MAGA Republicans?

Is Hillingdon/ Uxbridge a nice area to live and commute into London? SO is starting a job in Ox so considering living somewhere in between.

Alternatively, would it be better to just live in Ox and getting a train into Marlybone (my commuting tolerance is higher than my SO)?

Hello, I’m wanted to move back to London. Can someone recommend a few good consulting recruiting firms to reach out to? Thanks!

Don't hate me but Brookly style pizza >>> Chicago deep dish, any day, any time.

Anyone registered their vehicle with BH number plate? Is GST number mandatory on form 60?

Today is supposed to be our “day off.” I always laugh when I see emails announcing special days off. What’s even funnier are the reminders about “half days.” Hilarious.

How does health insurance at MBB & T2 strategy consulting firms compare to Tricare Reserve Select for a family? I’m 99% getting out of the Reserve within the next year and, assuming things go well with recruiting, would switch to the firm insurance as my primary once I start. Just want to confirm that there’s no reason for me to stay

What are some good networking clubs, organizations, or groups to get involved in?

Characteristics/actions of the worst manager you've worked with?

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

What are some good marketing seminar techniques to use? What are good things to add in a marketing campaign to get new clients to attend?

I interviewed for an employed role and knocked my business plan pitch out the park, but could tell I disappointed them with my technical. By my own admission I’m lacking in this area as only have 1.5 years experience with a poor manager who only had me focus on biz dev.

They asked me what my salary expectations are but had already hinted my experience would knock me down a pay grade.

As it was 4 of them and 1 of me I said I would email them. How do I play this without lowballing myself?

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

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

Not including the canned stuff from wirehouses, does anyone send out a newsletter regularly to their clients?

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.

I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

What’s your definition of good work ethic? How important is it to you?

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

Thoughts on politics in the workplace? My team seems obsessed. Don't want to get unfairly judged, but I love a good discussion. PS: my manager and I did not vote the same way

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

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

*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

This job sure brings out the inner narcissist in me! Normally I am all about the clients and their needs, and have always been a bit of a caregiver..but when they are super happy and make referrals and such

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

I just finished the book I was reading. What should I read next?