Fee-only RIA looking to buy in North Florida, Georgia, Alabama and Mississippi.

So...bonus was abysmal and I whined...but I had no idea that the profit sharing would be even more pathetic. Fuck this shit.

Hello fishes, please suggest me some tax saving methods as iam getting around 10k got deducted in tax.thanks in advance.

Hello, I’m looking for help filing my tax information for a new job. I’ve been in nyc for close to two decades, and am moving from the city for a new job. I’m wondering what to claim.

Hi guys! Looking to learn about real estate investing! I am a senior in college graduating with a degree in finance so I understand certain aspects, but am looking to learn more on my own about real estate specifically!

What books would you recommend I read?

How do you all plan for retirement while in the Middle East (especially for European folks)? Did you sign up for your home country retirement plan while abroad ? (My home country offers it but at a very high cost)

Anybody here make significant weekly/monthly passive income off Covered Calls and/or selling puts? Looking for success/failure stories for those who have tried this!

Thoughts on airline stocks? Good time to get in?

Thoughts on potential business ideas or investment opportunities where I can live the life I deserve now and not in retirement? I’m always trying to think of potential business ideas and come up with nothing. As far as interests, it doesn’t matter what it is. As long as it makes money I’m interested.

Hi fellow fish need some advice.

I'm planning a wedding and wondering if I should apply for new credit cards to maximize on points. If so, wondering what your recommendations are and or if there are new cards out there I haven't heard of yet. For context I probably have another 20k+ in expenses to pay still and my current cards are:

CSP
Marriott Bonvoy Boundless
Citi double cash
Random card (used to be uber)

How many of y'all have trust funds? What'd you do with the $$$?

I’ve been thinking about getting into real estate investing. Not right now but later down the road. I’ve been trying to save up for a down payment. What are some good resources for a beginner? Blogs, YouTube, books etc I’m not looking for paid courses because I will be learning at a slow pace. Any help will be appreciated.

What are yall buying?

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.

Curious to know how much your student loans were when you graduated from your program, how much you’ve paid off so far, and your age. If you have any varying factors too, like kids, income range, etc. Just trying to see if I’m on track or slacking in life. I am 34 yo, i graduated with 95k in student loans, i currently have 85k left and i make 85k in come. I’m also a single mom with two kids. Just praying for 100% student loans forgiveness. Wishful thinking???

Hi Fishes,
I have recently joined Deloitte and have to submit my HRA declaration, my work location is Hyderabad and even i staying in Hyderabad on rent but my owner refuse to give me her PAN card details.
I can submit my parents PAN details ( both are retired but they stay in Jharkhand) instead of my owners
Can you guys plz suggest ?

Anyone know of a good cross-border US/UK financial fiduciary?

Under contract to buy my first home - house hacking a triplex. Property has been leased by the same three tenants for the last 5+ yrs, rents haven’t been raised since they moved in. Market rents have risen 70-100% in the same timeframe. All seem like ideal tenants (retired and take great care of the units) but I’d like advice on how to approach the rent increase conversation. Rents don’t make/break my mortgage payment but I’m leaving a lot on the table if I don’t increase significantly.

Amex gold or chase Sapphire preferred? I need a card for international travel to avoid foreign exchange fees. Please note, that I'll receive a $150 credit towards the Amex annual fee due to having a corp card. I'd you my capital one checking, but no rewards/benefits there.

Does LTA and phone allowance are processed each month as a taxable income if we do not produce the bills ?

Question about what to do next. I’ve maxed out everything—401k, HSA, IRA, backdoor Roth 401k. My bills are all paid. I’ll probably make about 16,500 more this year to do stuff with (ie money that isn’t going to taxes or insurance or anything). What should I do with it? Crypto? Set it on fire? Get a hair transplant?

@Partners - how much money do you need to invest I to the firm to get your partner share?

Is TAG to M&A Tax a typical/feasible exit opp after experience?

Hi

I have joined IBM and resigned within 50 days.
Reason: project I was allocated not good and I initially rejected project but they forcefully moved to the project.I have asked multiple times to replace the project after that I have resigned.
Now manager is threatening me that I will be placed under no hire to IBM.
Is it ethical?

Hey All,
I am going to get married in September.
My office is in Yemlur and my fiance's office is at EPIP zone. Which is the best place to live and which platform to look after the house
Budget - 25k
Kindly help out

I’m in danger of being drawn in by the actual football game.

Anyone has a good example for B2B SaaS PRD and B2C mobile/web app PRD? And also examples of how to write epic/feature/user stories. I’m trying to pivot to product management but struggle to properly write these documents

Hi guys,
Need 11 likes to access dm's

Thank you

What is this PwC Activate event?

Guys... are they giving location of our choice...specially Chennai and not bangalore..?

Toronto banks: remote or not? They sometimes post jobs where it doesn’t say it’s remote, but no branch/ location/address either. Then you get an interview and they tell you it’s remote/hybrid(1-2-3days, take your pick)/on-site. So, if you work at TD, Scotia, RBC, could you let everybody know in the comments what’s the deal for each? Are you remote, on-site, hybrid of some sort?

Is there usually a salary difference between type of producers?

Does anyone live in Milieu in west loop? What are your thoughts on living there and are there other good parking options besides there garage? (We have 2 cars and $600/mo. in parking seems too brutal)

Hi Fishes,

What is the market salary range for a Temenos UXP developer with 5 years experience and if willing to switch how much can he/she can ask for?

Keep waking up at 4 am.. anyone have tips on how to avoid this and sleep thru the night? Generally go to bed around 1030 and wake up 630

What types of questions that can be asked in PDM round?

Can anyone refer me for java developer role 3.11 yrs exp

Any suggestions for healthy self help books? Or healthy eating or understand why we get cravings? Looking for self help books alone those lines to help get my eating right

Starting IVF in a month - any guidance in prep for it, things that may help increase success for egg retrieval or anything like that? I started taking supplements advised by my doctor, but curious to hear of anything else! Thank you SO much!

Does Next Gen issue a formal report for PGS testing results? I had my embryos tested and my clinic just told me which were normal and abnormal. No other info on embryos ratings, etc. they could have not even sent it in for all I know!
Also, how involved are you REs? I’ve been through 2 retrievals now, but feel kinda in the dark still on a lot of things. Some of the nurses are hit or miss and if I want to talk to my doctor I have to schedule a consultation and its typically a 2 week wait.

Has anyone hired a consultant to find them a practice to purchase? I'm not asking about the big players like KMG or Succession link.... I'm asking if you've worked with an individual contracted consultant... If so, wondering how the experience went.

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

Does anyone know a basic rule of thumb to value and agency not just a book?

Established buyer backed by a solid firm seeking $1m+ in fee and commission generating revenue from sole practices and teams (based on T-12 production and AUM) to integrate into our system across the U.S. Upfront payouts followed by asset bonuses based on timely asset transfers. Serious inquiries from Principals only.

Purchased a book internally via sunset agreement doubledthe aum and asset base over 2 years, worked out great. Would like to do it again, located in Southern California. Could offer bonus plus sunset.

Looking to buy a book in Colorado if anyone knows of anyone

What do you feel is a reasonable multiple to pay for recurring revenue (wrap)?

Chicago & suburbs: seeking advisor min $20m AUM to change firms and team with me at my RIA to service clients better as co-advisors and build practice. Great tech, transition, and admin support!

Looking for practices in Oklahoma and Arkansas to possibly purchase.

Anyone looking for a junior partner in Kansas City area?

Anyone in SE Louisiana looking to sell a book of business?

Selling structured book of autocalls

I’m currently a wire house FA who received assets from a retiree. I likely have 4 years before I’d be able to move my book of business, but I definitely want to move to an Indy channel. When should I start these discussions with other firms/business owners and are there benefits to merging with an existing practice at that time?

Bucks County, PA. Depending on size of book can purchase immediately or being a longer term succession plan.

Wells - curious. Where are you and are you buyer/seller? I'm guessing buyer and all the stats I read are completely in our favor, yet I feel like books of business should be going for sale every day and I struggle to find any good sellers?

Anyone looking to sell (Military Veteran-Heavy) book?
Ideal Individuals for me and extremely rewarding. #SemperFidelis

Looking to acquire Practices in the greater Providence, RI area. Message me for a discussion. Deals are 95% cap gains and not ordinary income.

25 year indy Looking to buy a practice in the New Orleans, Slidell, Mandeville area. PM me to discuss. Thanks!