Does a direct rollover from a 401k to an ira start the 60day rollover window? Client just rollover money to an ira needs to roll it out.

Does EY let you keep Amex rewards points?

I'm a masochist. PRQ tied up a ton of my assets during the last run up in early 2021 while crabbing and dumped just as bad as other alts in May. I just heard whispers of a big cex listing and put some money back into it. 😬

Anyone has knowledge of EY structured finance group? WLB? Client base? Team culture? Exit opportunities?

Please share your insights. :)

Hello Fishes

Do you have any idea about xpheno.
I got selected over there for client project.

Can we change project in Capgemini?

I'm SVP/strategy for a PR agency. I moved into PR, Healthcare, and Strategic Planning only 3 years ago. An agency recruiter is trying to convince me to move into a GSVP account role, assuring me "at that level it's all strategy." (I dont think she understands the words she's using. Or that I'm qualified). But long-term, knowing account roles are so much more plentiful than brand planning in PR, I'm wondering if I should start thinking about account. Anyone here moved from strategy to account?

📊 Poll: Is Snapchat worth it's 3 billion 💵💵 IPO valuation?

At what monthly take away you guys took a home loan? Also, does the home loan includes cost of the plot?

im not confident in the accuracy of my work. It looks like a top notch deliverable from the outside with formatting, context, etc. But once the client digs into the details, it’s game over for my anxiety. Cant get enough manager review, but Im trying. It’s like the push to just send something by a certain timeline means we sacrifice accuracy.

Are there any trusted resources for information on cryptocurrency investing?

(I've written enough long-form marketing disguised as a news to know when it's happening to me.)

Inflation post covid—19 .. thoughts? I am really worried considering the prices from housing to basic needs in major cities are already not affordable for most middle class families.

Hi everyone

Is there any disadvantage if I get relieve on Friday compared to on Monday?

What I am thinking is I will be loss pay for sat and Sunday?

Actually my last is 27th
I asked for a week early relieving so thinking about this.

Thanks.

Firm needs to get something done in Town X (130 miles away). Coincidentally, I also need to be in Town X that same day for something else (personal stuff). Is it OK to volunteer to do the thing and ask for a reimbursement of my expenses (fuel etc.)?

I’m working on a food-related passion project with an art director friend! Looking for people in advertising who like to cook and can provide us with recipes and food pics. Interested (or know someone who might be)? DM me!

Does anyone here have a Tesla? Should I do it???...

Anyone have advice for advancing in your current role? My co-worker was hired in at manager level but somehow “proved” he was actually doing director level work and got a title promotion and salary increase in less than a year. I also went above and beyond my job as well (covering for him for a month while he was away on paternity leave) while taking on other projects outside of my job title and got zip—no raise or recognition. Any advice would be appreciated!

Thoughts about Georgetown? Looking to buy and wondering what the current and future outlooks are in terms of growth

What is the best health insurance for parents visiting USA? They are visiting for the first time. Appreciate any helpful insights. Thanks in advance!

Question regarding tax saving -
I had bought medical insurance for my my parents and I on 17 Feb 2022 with 38K premium. Can I add this deduction in FY22-23 tax declaration.
PS - I have to show proof of payment by Jan 2023 and the next premium won't be paid before Feb. So how do I use this insurance for tax savings?

PwC 🐠 - health insurance coverage. What are the deductibles for the high-deductible plans? Still want to use the HSA. Thanks!

I have $30 remaining in my technology subsidy. Can I use it to pay part of a purchase of an earphone set worth $200

Hi,

Can anyone from DXC share me the screenshot of list of Holidays for Bangalore location. Joining DXC soon.

Thank you in advance.

Google stock to buy now or after the split?

How is HSBC Client in terms of WLB and work culture

Can someone from mphasis refer me for the position of react native. Thanks

Hi friends,
I have my Joining date in Offer letter as July 11th.Will there be any formal confirmation through about on-boarding formalities etc to join on 11th?

How do MBAs feel about doing one year consulting then a year in industry strategy analyst role vs 2 years consulting?

Been in house for 5 years with current company (practice for 7), considering a move to a firm that is mid size but on big law pay scale - firm claims to be big on work/life balance. Currently working a ton and only making $140k + 20% bonus. Given how everyone dreams of moving in-house, am I crazy to move to a firm?

Bloomberg Law or Practical Law if you had a choice?

When my job is to handle all the corporations issues does it ever get hard to see the light at the end of the tunnel? Like that this business will survive? It will get its next round of funding? This litigation won’t wipe us out… something’s I just become very pessimistic about the future of the company.

Best place to get pre-qualified for a mortgage?

I have some collections on my credit report. One from an electric company for $800 (imo they violated terms of contract and sent me to collections in spite of their fuck up), and an apartment for $80~ that charged me a cleaning fee when my apartment was spotless.

Despite these two collections have a 712-720 credit score.

So mortgage lenders care at all about the collections or is it mostly the credit score that matters?

(cont)

ENBD is the crappiest bank in the UAE. Thank you

Got On track (OOO) rating for JPMC year end review, can someone help me understand what can be the expected hike percentage?
I joined in April this year

I am finishing my 1 year this coming week. I am a graduate hire. Will my band change after 1 year automatically? Should I expect any hike?

Ever since moving to hybrid work, my coworkers are always complaining about how much they hate their jobs, how much of a hassle it is to travel or work from home. How can you be expected to do your job when you're just so far away from everything?

Anyone know a company that will provide annuities to non-US citizens, non-US residents?
If so, would they have to be expats of their country?

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?

For advice/fee based platforms: SEI Private Trust or Envestnet as your preferred?

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?

My Week in Emoji: ⏰☎️🧹🚽☕️📥🧾💤 Hbu?

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?

I need some good career-development or finance-related books, anyone got any recs?

Do you dress up to go into the office?

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

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

How did you guys know that this was the career for you? Some days aren't so bad and i think i can do this. Other days I wish i was doing something else with my life.

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

Out of curiosity, what are some of your most frugal habits?

Need tips & encouragement for how you have gotten out of a slump in the past. I am 3.5 yrs in and have seen my practice growing (some quarters better than others ), but Q219 has been really tough.

Things to consider before going Indy? Feel like I have enough in my book to go on my own but I'm not sure...

My wife wants to move out of state. I'm in my 6th year...500 clients and finally starting to make some money. How bad of an idea is it to sell my book and buy a book in a new state?

Paraplanners/associate advisors/financial planners… how much are you making? (Salary & TC). Long story short… I found out what our PT admin assistant is making today & I’m livid 😂🫣

Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.

13 years experience and no college education. Best way to go about earning my BA and taking the CFP?

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?