Every tax season, I feel I need to be better at financial planning and investments, but I don’t know where to start. It fades away as job and life takes over, and next season am still the same.

I have talked to CPAs, nobody knows anything worthy of hiring. Same with wealth managers, they want % of your net worth, but won’t talk about how they will add value!

I need help on saving taxes, for 2W2s as only income and a kid coming soon! How to invest my new cash flow, whether to buy/sell home!

funny
Posting as :
works at
You are currently posting as works at

I guess my best advice would be to figure out what you want to focus on the most. Maxing out a 401k? Roth IRA? Tax withheld from those w2 is not too much, not too little. Are you getting all the deductions/credits you can? I invest in index options, low risk and low reward. Start something small and go from there.

Related Posts

RE: Day rates and exempt status. Any problems working way over 40 hours in media especially? It’s been about 7 years since I last freelanced but was able to claim overtime then. (cont’d)

like

Hi,
I have a couple of questions -
1. What is the average bonus pay for WM division ? I asked HR and he did not quote any range.
2. How long it takes to promote to 602 given an average to above average performer.
Thanks

like

I recently got a job offer through a company that offered me the high end of what I was asking (75k) but since it is the high end of what I asked for, do I have room to negotiate? Do I have a leg to stand on if I even try negotiating at the point? I have til Friday to fully accept. I’ve never negotiated my salary but want to be sure I’m being paid fairly for this site merchandiser role! TIA

like

Bain & Company PPO health insurance only! Post your firm's biweekly premium (employee deduction) and whether it's employee, employee+spouse or employee+family.

Deloitte Accenture EY PwC Boston Consulting Group McKinsey & Company Bain & Company KPMG

like

Hi All,

How is KPMG in terms of Consulting? Also, if I were to compare KPMG with Deloitte, which would you prefer? And Why? Please help out.

Hi, I am being offered 27L + 2L Variable for Manager (M1) at KPMG India. Will I also be eligible for year end performance bonus? Or is variable pay the only amount that I’d be eligible for?
Am I being lowballed by the HR in terms of offer ? Approx 8yoe currently at 21LPA (recently promoted) KPMG KPMG India

like

Hey Friends! Looking for advice!

My wife is a Chartered Accountant with 7+ years of experience as credit manager, underwriting loans with some leading banks in India. She just got her EAD and is looking for jobs, open to switch profiles as well. Do you think she would fit in for any role here in Seattle, WA? She has been a star performer and promoted twice in the last 3 years. One problem is companies look for US experience which she does not have, we just moved here early this year.

Are PE investing role WLB and Stress that much worse than MBB?

like

During discussion with my neighbour, came to know that, company will reimburse the fee that we opt for financial advisor. Does JPMC have any options like that? Recently joined JPMC 2 weeks back.

Hello, Everyone!

I hope you are doing well! What are some other websites where I can find legal job opportunities? I have tried using Robert Half, Adams and Martin, and Indeed, but I have had no luck in finding legal job opportunities.

Thank you so much in advance!

like

Who do we like at the US Open?

Guys keep posting hikes ..but be truthful about it.

like

My boyfriend recently asked me what do I miss the most about India? I had to think before replying food. Tbh I really don’t miss a lot except maybe the festivals

like

So I’m space constrained right now & there aren’t any maker spaces around me so I’m going a little crazy not being able to work on any projects. Humor me and show me what you are working on!

Most important bec topics??

like

Is it true that people joining for Oracle practice at PWC AC Bangalore are on bench due to shortage of projects right now ?

like

Which firm has the best reputation in DC?

Does it always make sense to max out your HSA? I have ~$6k parked there now as a healthy 28 yo with virtually no healthcare utilization

likesmart

Is PwC AC Bangalore mgmt consulting offering permanent wfh?

like

Additional Posts in San Francisco Bay Area Bowl

I’m moving to SF at the end of summer. Is it common for single people in their early 30s to have roommates?

I could afford a $4k 1bd/1ba place and understand the HCOL, but that much for rent seems excessive to live close to work in downtown SF especially with student loans, etc.

like

Been away from SF for 8 months. How is SF now?

like

Is 628 actually the area code for SF? Or people don’t know it and won’t answer a phone number that starts with this area code?

like

How is nob hill near Sutter and Leavenworth? Looks really close to tenderloin...

Hi all! Any one have an opinion for average rent for a studio in Oakland / Berkeley/ Sf for a ~30 min commute to Embarcadero area in SF? I’m evaluating a job offer and debating whether it’s worth moving out to there from NYC.

like

Anyone wants go for drinks in the evening? New to SF and would like to explore new bars and clubs.

like

Does an independent landlord have to honor a mistake (discounted rent) they made on an online listing in California / SF?

like

Moving to the Bay Area this summer from chicago. Any recommendations for good luxury apartments in Palo Alto, Redwood City or Mountain View? Also how critical is it to have your own car? I live in downtown chicago currently where everything is walking distance

like

Moving to Bay Area from NY, office in Sunnyvale. Good places to find apartments when you dont have a car and can walk down to places to eat, coffee etc. Any insights will be helpful. Thanks!

like

How safe is USPS tracking envelope for passport renewal?
My passport is expiring but I remember USPS has not been the most reliable. My passport has my US Visa.

It is CA to CA.

like

Any good moving companies to move from socal to NorCal?

like

What's dating like in SF? New to the area.

I can’t go to this Saturday’s Trevor Noah at Chase Center any more and am selling single ticket. Ticket is Section 106, Row 15. Will electronically transfer after venmo. DM if interested.

Post Photo
like

What are your favorite places for 1st/2nd/3rd/4th/5th dates in the Bay Area? Please share some date ideas other than restaurants :) thanks!

like

What's your commute time to work?

like

Any moms on here that absolutely love their company and feel 100% supported?

like

Anyone know any amateur photographers in SF? I found out TODAY that the person I hired for a small wedding tomorrow isn’t vaccinated and they can’t get into the venue. Please help a girl out if you know anyone

likehelpful

What are the safest/best neighborhoods to live as a couple in their late 20s?

like

Very random- I need to buy my son a suit. 5’3, 120 lbs. Likely a very small sized men’s suit. He is not happy about wearing a suit so looking for a place to take him to try on lots of suits. Also not trying to spend a ton on a suit he will put grow in 6 months. Any suggestions? Best nordstroms rack in the Bay Area? Will drive!

like

Where do you buy Christmas trees in SF? Thank you

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal