Does anyone recommend a website or book on how to learn about financial success (saving, investing, etc.)

How much should I invest in buying a HOME as my primary residence.

Current TC: 200k
Net worth: 300k, readily available 170k in stocks, hysa and cash
Current rent: 2000 per month
Age: 30

Wonder if anyone has any excel model or a rule to determine how much I can afford or should go for?

Hi guys any one dealt with DeVere for managing his investment portfolio, how was your experience?

Looking for Best realtor deals available in Atlanta. I wish to sell a property but feel 6% is too high for commission. Pls share best deals you were able to get from a realtor

If you contribute partially to traditional 401k & partially to Roth 401k at your company, does it get confusing at all when it comes time to withdraw? Is it better to (cont.)

In Chicago Illinois, are Propepty taxes paid annually? Or in another way, if I sold my house today, I am still due to pay second half of 2021 in taxes at my end?

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.

Does anyone know how to roll options in Fidelity’s app? Recently moved from TDA to fidelity

What are your experiences with buying or selling homes on leased land... Is it really a secure investment, or could they just take back the land whenever they wanted?

Hell yes for this page. What’s the play on NAKD!? I have a position in shares (not much but don’t have a lot to invest atm). Hold the line? How long? Obviously not as big gains as GME.

My boyfriend and I make 200K combined and live in NJ. We have $1000 in monthly car payments combined. That’s all we owe. Our credit scores are in the 800s. We have 50K to put down on a home. We have done the math and I know we can afford much more but he doesn’t want to buy more than a 400K home. I’m almost positive we can afford 500K and be more than ok. But then he starts to talk about how much kids cost and how we will be house poor and we won’t be able to afford kids. 🤔 Am I insane??

Final day at current company tomorrow and I have 100k+ AMEX points I need to use before they disappear forever. How should I redeem them to get the most bang for my buck?

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)

Live in a HCOL area. Looking to buy in the next year. The least I can afford to buy would put a mortgage at 40% of my monthly take home pay (post tax + max out 401k) but 25% of gross income. Will 40% of take home pay make me house poor?

I have 4k that won’t need soon and thinking about were to spend it on.
A. Student loans at 5%
B. Invest in stock market

Closing on my first home. Advice for anyone with student loans in administrative forbearance per the Cares act: once your offer is accepted have you student loan servicer put your account back in repayment status.

Accounts in forbearance, even administrative forbearance, are calculated at a higher monthly payment by the underwriter.

My fictitious debt to income ratio was too high for them to approve me, and it took seven days for my loan to be officially back in repayment. So just a heads up.

Have about $15-20k to invest. Want to mix it up between short term and long term investments. Any ideas or opinions where should i put it?

I want to catch up on my contribution to HSA for 2019. If I do this before April but I already filed my 2019 taxes, do I need to amend/fix my 2019 tax return?

Hi Fishes!

My cousin has moved to another company from DXC technologies.
In DXC, PF amount is not credited in to EPFO directly.
We have UAN and it looks like not activated.
How can we transfer PF amount from DXC to EPFO portal?
There is no relevant response from DXC till date.

Looking for adding a junior advisor with 20-50mm AUM to become eventual partner if the right person and merge into a larger $130mm firm in Atlanta, GA or in Southeast.
Call 678994-6448 ask for James

We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448

Does it matter if you use the same examples for behavioral questions for first and second round interviews?

Dear fishes,
Could someone refer me to PO position with Siemens healthineers?

Can someone at WING (GREY’s Multicultural agency) tell us who’s leading the agency now that Pepe Aguilar left? He was the CEO + CCO.

We’re an AI/ML startup going through a Series A funding round and looking for a product designer. DM if you’re looking for a new gig, or just ask any questions here.

How does a role in clinical affairs differ from clinical research? Any clinical affairs manager out there to shed some light? Wondering if clinical affairs will have more sciencey roles.

Hi Fishes,
Is anyone getting calls from naukri for java and Springboot roles?
My yoe: 2.8
Or hiring is slowed down due to current situation?
Please let me know

Hello Fishes,

I have joined hcl on 24 th sep 2021 and my last working day here is 18th May 2022.
Today I received my provisional full and final settlement and the payable amount is negative -11454. They are recovering the full AMPB amount which I got from September months.
I have heard from this platform only that hcl stopped the recovery police but still I got the negative fnf.

X moving retty sharply lower. Time for calls?

Best layman explanation so far for....

Why WTI Crude Oil traded at minus -$37

Imagine the following... you pay $500 today and commit to receiving an escort at your house in 15 days. Continued....

Can anyone refer me to a business analyst role in tcs in their project? (I am a TCS employee)

What would be the best overall consulting firm to work for as a Cybersecurity Consultant? Looking to advance my knowledge and earnings potential.

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I got a with psychology degree, but I passed the Security+ and started working as a network engineer, I want to ultimately work at X-Force Red Team in IBM, can anyone help with what I should do next? OSCP certification should be good enough to get into it right!??

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

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

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.

Best books you read this year that aren’t about sales, marketing or prospecting?

Should people be fired for lack of people skills?

Has anyone used Smart Asset for lead generation?

What specific tasks do your Assistants do?

I have a client who needs a 401k, or a solo retirement account w loan options. When I was at UBS/Ameriprise, it was no issue but now it seems tougher to find a firm that does solo 401k as a RIA's.

What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?

Anyone worked for State Farm? A recruiter contacted me abt taking over a book of business in my area. I am wondering if I could do that and also be RIA?

What are some of your “schooling the client” moments?

Anyone here currently at EdwardJones but previously with Prudential? Are you happy with the move?

Anyone in the Houston area?

Thinking about going independent and operating out of my home office. Does anyone have any thoughts to share about that? I’m wondering about clients coming to my home and FINRA issues.

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

Is there any way to have multiple locations on my individual linked in profile? We have offices in 2 cities and I hate that I can only put one under my name.

Anyone in the UK that wants a referral for a financial advisor position? It’s 100% remote

Do you ever find this industry to be superficial? I mean, I've made some great connections along the way, but a lot of the culture is just not for me. People seem to care about the wrong things

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.