Has anyone set up a uni-401k for themselves, and is a one man shop? Anything I need to think about? I'm thinking if setting one up and rolling my SEP into it

Guys, I need your expert suggestions. All figures are in INR
I am living in Europe with my wife. We both are earning.We save around 4.5 to 5 lakhs every month based on exchange rate. We have SIPs of around 60k. Please help me to invest my savings. Apart from mutual fund SIPs I don't know much.

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?

Anybody using Marcus high yield savings? 1.9%APY seems like a no brainer, just want to be sure I’m not missing anything.

Looking for a position for IAM information Security within Healthcare. Provision, set up access, templates.
SaaS , Sailpoint, Azure . Any ideas ?
Thank you

I’ve been practicing in both big law (many yrs ago) and now in-house for over 10 years. Quite often I struggle because I don’t find work fulfilling. I’ve been in industries that allegedly have greater cause (healthcare) but was eventually disappointed by the corporate bureaucracy and went to a cutting-edge tech company for intellectual stimulation. Still I struggle. Should I try public interest? Not that I don’t need the money but it’s hard to work when I am so detached and find it meaningless

I am curious how Onesource Income tax stacks up against it's competition.

Insight into fertility benefits at capital one? Would appreciate any input

Has anyone ever heard of this type of real estate private equity fund structure:

-One LLC, so only one PPM
-Multiple investors that can be onboarded anytime
-Multiple investments that investors can determine whether or not they want to invest in
-One K-1 per investor based on their investments and income
-Ability for the Sponsor/Fund to invest directly, indirectly and in equity, debt, Pref, etc.
To me this seems extremely cumbersome and would require multiple classes of (cont’d)

I joined EY this week. May i know whether are any good benefits to know during the first few months?

Happy Holidays fishes!! I would love to hear some thoughts here..We bought our first home last year for 316K ( starter home) in MCOL city. The value is now over 400K and I have an equity of over 150K. We are thinking of moving to a different state.Should we rent this place ($2400/month) and with recent refinance my mortgage will be $1600/month(inclu pay all) or sell it to pull out equity for the new home in a different state? FYI: we have over 100K in cash to down payment.

Hi everyone! I am working with my HR to improve our maternity/paternity leave policy. Currently I only get 2 weeks fully paid and then an additional 8-12 weeks at 60% pay (short term disability). I need some examples of companies with less than 100 employees and what your maternity/paternity policy is. Please include company name! Thanks!!!

6 months pregnant and just laid off. And 40% of my severance was just taken in taxes .. I just spoke with paid family leave and I no longer qualify even though I had been paying into the program (thanks NY).. I already applied for unemployment but doctors are telling me I’ve got 10-14 weeks left in this pregnancy.. so stressed having twins and being unemployed, no maternity leave, no paychecks coming in, and I’ve been applying but not a single interview.. just ugh. 😭

[Help]

I started trading during Covid crash. Started with equities and eventually moved to options. Earlier lost a month's salary and then lot more trying to recover it. Currently have lost my yearly salary worth and it's affecting all aspects of my life (job, marriage, health). I have tried to convince myself to consider it a loss but always get back trying to recover it.

Any advice how to deal with it. Thanks.

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

Good morning!

Still trying to figure out this whole Fishbowl thing, so here goes my first post.

I would love to get into provider credentialing, but all employers I've looked at want at least 3 years of experience. So, I'm looking at Provider Network Coordinator roles, because I'm finding some of those roles don't need AS MUCH experience. I'm a RHIT, and have been working in healthcare for nearly 10 years.

Any input on employers is appreciated!

Hi All

Received offer from HCL for 19LPA
YOE 7.1
Band E3
Associate Consultant
Domain Network Security

CCTC 14LPA
I asked 20LPA.

Is 19 LPA good package for the E3 band?

Anyone from intelligent automation or RPA Team got their hike?

Hello Fishes

Recently i was scheduled for an EY GDS interview on 5th of November but no one showed up and interview did not take place , what is it mean?

How to reach Fidelity International Gurgaon office by metro ?

I want to find people who have made working 10+ hours norm in consulting. Seriously man...

Any freelance Sr BA Managers avail in the coming months?

Does anyone here suffer from bipolar disorder? How do you manage it and working in law? I see a therapist, and a psychiatrist, and am on medication, but I still have days where I wake up and I’m so depressed I can’t move. I’m working on remedying this with my doctors, but how does one approach mental health issues with their employer? I never felt the need to until I realized how much being bipolar can affect my ability to work.

Insight = People hate Monday mornings. Keep the storyline going. We open up on a...

Hello all,
I am currently working as a data Scientist with overall experience of 5.5 years and relevant experience of 3 years. My current CTC is in the range of 11-12lpa (including variable).
What should my CTC as per market standards considering I have a PG degree in AI-ML from an recognised college?

Whats Average hike in Synechron yearly ?

Can anybody tell which band and level is Senior Consultant -infrastructure management in Infosys Limited, Infosys

Question my fellow Fish Bowlers♥️ I had a phone screen interview. The young lady stated to watch out for the email, attached will be the link for virtual interview w/ manager on Monday @10am but NEVER received an email. Should I email the recruiting analyst and advise I never received the email invite? Thank you all in advance.

Switching to PWC. Is this a good move? 30% hike. Currently in tech consulting(big4) to Risk Consulting- DnA (PWC). Yoe-3yrs Cctc-10lpa Pwc EY KPMG Deloitte PwC How is risk consulting in Pwc

Just signed my offer! Is there an internal bowl I can join?

Any top tips for a systems design interview? Thanks in advance

How to check bench ageing in Virtusa?

New client looking to switch from Simple to Safe Harbor 401k (needs safe harbor because owner makes 5x what employees make(dentist office )Does anyone know if there is a custodian who offers this?

Is cold calling still a thing?

I have a new prospect. Small business owner that wants to start a 401k for himself and his employees. Who would be the top 2-3 organizations I contact, and what questions should I ask the providers?

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

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.

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?

Is it just me or are the banks revolving doors for advisors? They want you to work the book of business you don’t own, tirelessly. I love morning huddles said no one ever 😂 - love - former bank fa

When it comes to prospecting, what’s the difference between being assertive/persistent and thirsty/desperate?

Preparing for RIA. Would love your opinions on TD vs Fidelity. Advyzon vs Orion. Emoney vs Right Capital. Go....

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

What’s a historical event that fascinates you? I want to pick a event to deep dive into and learn more about it. Sourcing topics 😁

Looking for recommendations of any good non-finance books to pass some of the downtime at home

To upper level employees and partners, do you find it increasingly harder to find good workers as millennials don't want to be FAs? Or has it been the same or easier to find better employees?

So the fiduciary rule got tossed yesterday

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

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.

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

Anyone tried meditating and found it helpful to deal with work stress (or just stress in general)?

I’m five years into this game and I still get panicky before client calls... All calls, really. How do I get over this?

Anyone in the Houston area?