Has anyone noticed that it is now extremely difficult to do three way calling with 401k custodians? Is this a recent change, and if so does someone have a good workaround?

How much percentage of your Salary do you Save/Invest?

Hi, I wanted all your opinion I have got
offer from ADP & Thoughtworks almost
both are paying equal. Which company is
better from learning perspective, Job
security wise & benefits ? My skill set is
Automation Testing - Selenium Java.
Please let me know your inputs. Thanks in
Advance

What is everyone’s top 1 or 2 favorite books on personal finance? I’m always looking for a new one to bring into the fold of what I’m doing

Can partners at EY consulting buy as much equity as they desire?

Now that flexing has become common: 31 year old senior associate, net worth of -$15k, salary of $80k, career in flames, renters destroyed my only property. AMA

If JetBlue moves my departure time by 3 hours can I get a credit card refund or only travel bank?

What are the perks and benefits working in GE Healthcare? Bangalore office..how are they in terms of pay scale?

Hi Guys

Does anyone knows about Virtusa ? They are offering me considerably high offer compared to others but I am not sure as I don't know much about the company or anyone who works there ? Project is Legato Healthcare.

Any help will be appreciated.
Thanks in advance 🙏

YOE- 6
Skill - Dot Net Full Stack

Pick of the day, stock: happiest mind
Check out return. Pick for long term investment.

I’m looking to go back to school for my bachelors in health administration but I have 3 kids and a full time job so I’m looking to do online classes, does anyone know if a online degree from SNHU is respected in healthcare at all

What are your thoughts on buying a house now and refinancing later? (Hopefully when interest rates are lower)

Hi, I am currently a Sr. Radiation Therapist experiencing burnout. I am currently looking into other positions within healthcare that does not involve direct patient care. Any suggestions of routes I should take?

is the rental market getting better?

Does anyone use Acorns or something like that for investing? Thoughts?

Thinking about buying first home. ~$600k. How was your VA home loan experience? In a competitive market, was it a weakness? Is it an issue with lenders? Do I need a RE agent well versed with them? THX

Looking to pivot into healthcare consulting. I come from a MHA background with a two year Administrative Fellowship following it. Any experience breaking into one of the top consulting firms with this type of background?

What healthcare consulting firms are hiring right now?

In my organization, most with my role are commission based. I make a set salary due to the firm I work for as an account manager/ coordinator for clients… I coordinate their enrollments, working with each groups HR department as to benefits and payroll purposes, and schedule our benefit counselors accordingly. I am finding that in most cases where I compare the voluntary benefits industry, I might be underpaid. What is an appropriate base salary for a position in which commission is replaced?

Do I need to report my crypto holdings to EY?

What’s the strategy for planning to support aging parents? My mom has not a penny to her name but does live in a mortgage-free home. My siblings are worthless so it will be on me to support her.

Life insurance agents!! I’m in the process of getting licensed now, what are some tips you have for me just starting out ? How long did it take for you to start selling? I’ll be doing telesales only , let me know your way of selling and why it works best for you. Thank you !

Curious how other companies are position their 2023 December holiday calendar.

Christmas falls on a Monday next year. Is your company observing the Friday before (22nd) as eve? Or are they observing the 26th as day after?

Are there FP&A roles in PE firms?

Shayad unka aakhri tha yeh sitam ...
Har sitam yeh soch kar hum seh gaye ~~

How feasible is it to transition out of compliance into legal practice?

I’ve been seeing a junior copywriter opening at DDB on LinkedIn for a few weeks now. Does anyone know if that actually exists?

Also, major bonus points if you have a good person to email there.

How much impact does a rejected L1B and not picked H1B have on a current L1A filing?

Current consultant (boutique) with offers at a large ride sharing company (starts with a U) for Strategy/BizOps and a public company in their data consulting division. Obviously different areas, but the U role is seriously lacking in comp. Anyone else take/consider much lower total comp (~30% lower) to go to strategy/biz ops?

Is it only me who has shifted to Pune?😂
It's so boring to sit at home alone with office not starting soon.
If anyone who has shifted feels the same😂 let's meet🥂

Hi all, Anyone out there certified for a associate google cloud engineer certification, may I know the difficulty level and exam point of view setup

Looking to pivot out of a top pharma marketing/ad agency and into consulting. Ultimately want to leverage both experiences to move client side or to a healthcare start up.

What are the best firms for this type of transition and why?

On a Zoom call:
Colleague A: *begins talking*
Colleague B: *begins talking at the the same time as A*
Colleague B: "I'm sorry, A. Go ahead"
Colleague B: (said with much attitude) "No, B. You go ahead. I'm sure what you have to say is more important anyhow."
Everyone else on the call: *Stunned silence....*

Hi everyone - I am looking for a new corporate transactional role and would appreciate your support. Thank you in advance for any connections, advice, or opportunities you can offer.

Any insight into Jackson Lewis NYC office? Compensation, billable hours, WLB? I would be a 2-3 year

What is the salary of newly joined Tax Associate in PwC IAC ?

Is it okay to disappear from friends & family to work on career change goals (several months)? I want to focus and not get distracted by friends & family needs to see me or attend certain things as it takes up a lot of time. If I focus for a short time, I can quickly achieve my goals to switch. I can hangout with them after all of that. What do you think?? Any feedback will be appreciated.

What is your firm's dress code (when working in the office)?

If I have a small growing practice (~$70k), is there any viable set up that allows me to continue growing my practice and get paid to help service someone else’s or pipe dream?! How much could I earn?

Nothing like some Hans Zimmer to get you in the FKING ZONE

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

How do you deal with vacation guilt? I find myself feeling ashamed having to remind folks in meetings that I’ll be unavailable for X amount of time. Just me?

What do you or your firm do to provide first class service?

Maybe a dumb question but if someone vests in a pension are they still able to rollover a lump sum into an IRA? Or is it too late? Have a client who keeps blowing me off to get documentation...CONT

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

It's appalling how bad new associate excel/ppt skills are. There needs to be a way of judging 'readiness' during the interview process.

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

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

What do you like to see in your snacks drawer? I prefer healthier stuff like protein bars and fruit.

Where’s the best place to purchase lead lists?

What are some signs of burn out? This is my first professional job and i’m not sure what the signs are.

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

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?

Very curious to get folks' perspectives on having kids at 30 vs. 35 vs. 40? Context: I'm 27 and am leaning towards 35ish age range for first kid.

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

Does anyone know someone who has been fired from their firm for political activism? Please state why and the context.

As I am in the transition process to another firm... will a ‘letter of warning’ be reported on my u5 ? I was told it would not... but wasn’t sure if anyone out there had a similar circumstance.