Hello. I wanted to formally introduce myself. I’m Jonathan, an entrepreneur in the financial services industry specifically in life and health specializing in a concept called “family banking” and using it for advance purposes such as business executive bonus plans as well as do general life insurance and retirement rollovers into income for life plans. Hope to collaborate and educate anyone who has questions from a detailed educational approach rather than selling approach.

D 🐠, what was your take home in first year as principal? I assume you all get roughly 350 units and have to finance your buy in. What does that leave for your monthly draw? And after your insurance?

What is the “safest” LBGT 🏳️‍🌈 City 🌃, to buy a home/settle down? I have lived in San Francisco, and open to Atlanta or any other cities.

Single and childless but would like kids. High income and maxing out all tax advantaged accounts I can but was thinking of starting a 529 in my own name to be transferred to future kids. If I don’t have kids maybe transfer it to my nephew. Thoughts, pros, cons?

Any recommendations for best balance transfer card? Like zero APR for 15-18 months and no fee? Also nice to have points or cash bonus

Hello All,
If anyone is interested in getting an Amex card as first year free, please dm me. I can help with referral so that you get the card FYF and 2000 bonus points on spending just Rs. 5000 in 90 days.

Looking to buy Rolex OP. Thoughts on new vs used? Is the additional ~2k worth it for new?

After I max out my:

1.) 401k for the year
2.) My HSA for the year
3.) ROTH IRA for the year

What do people invest in after that? Whats the most tax advantaged way to save once you have maxed all of the above out?

How does NY (or any other states that tax income) enforce taxes on nonresidents? Assume the taxpayer does not file state return with NY and does not have NY on W2.

Seems NY would have no way of targeting said taxpayer for audit. Thoughts?

For a 2-year associate now tasked with senior-like roles such as reviewing and training, does anyone have advice on how to review individual hnw tax returns?

Any upcoming areas to buy a investment house in and around Austin Texas

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?

Hello all!
I'm 26, I studied economics but I don't know why I'm not much into investing/trading. Someone else like this?
I recognize this is not a very good approach for someone with money "knowledge" and I would like to change this mindset. My main weakness is that I easily get bored of following the market and that I do not see big opportunities. Any advice?
Where to start learning, general advice for LT and ST investments, things you learnt, books that changed your pov on the topic etc.

Thx!

Holys*it, the seller accepted my offer, i’ll be owning a condo. Surreal! Did i make the right decision in this environment??? 😱

What rates are people getting for condos? I’m thinking about selling my condo (I had 3.25%) but my realtor said that the rates are so high now that if I were to buy a similarly priced place, the monthly payment would be like $800 more. I’m bad at math, so I wanted to ask here to confirm this is accurate. Mortgage is around $700k

Any book recommendations for learning about investing smart in your 20s?

Which consulting firm has the best 401k match?

So Becker was supposed to charge me $600 to update for unlimited access since my account was due to expire in March. I called them in December to make payment. Now 8months later...they reach out to me saying they only charged $35. I just checked my bank statement and they are right but i don't have $600 sitting around...What do i do? Thoughts?

What are the best ways of tax exemption

Why is onsite so important for us IT people even though we can live a more comfortable life here in India and save equally here too? Not judging anyone since I am also one of those people who feels like a failure because I couldn't make it to onsite in last 7 years while many of my peers have.

Hi Fishes,
My final round of technical Interview was over in Deloitte USI and it was with team members. I think HR will connect with me for package as per team members.
Role : Consultant (Manual tester)
YOE : 5.6 yrs
Current package: 5.03lpa( this will get hike letter)
How can I expect from Deloitte because even for freshers they are offering more, so for 5.6 yrs how much can I expect?
Kindly Suggest!!

Hello! I’ve been at the insurance company I work for, for 8 years. I did 3 years in sales, 2 in customer service and the last 3 years as a learning and development training specialist. I feel my company is undervaluing me. Any advice ?

Can someone help me to understand the difference b/w categories and topics as they relate to knowledge?

About to start a new role as an Associate Director for a PR agency. How do I prepare for this job ahead of time? Any tips and tricks welcome.

Did PwC increase their payscale in UAE?

Anyone at A&M in the digital finance group care to share their experience before applying?
I am working in finance transformation at kpmg (formerly accounting advisory) and am very interested

Daily Dordle #0005 4&6/7
⬜🟨⬜⬜🟩 ⬜🟨⬜⬜⬜
⬜⬜🟩⬜🟨 ⬜⬜🟨🟨🟩
🟩🟨🟩🟨🟩 🟨⬜🟨⬜⬜
🟩🟩🟩🟩🟩 🟨⬜🟨⬜⬜
⬛⬛⬛⬛⬛ 🟩🟩⬜🟨⬜
⬛⬛⬛⬛⬛ 🟩🟩🟩🟩🟩

Anyone playing Dordle?

What are the best exits strategies for Associate and Manager level in the local market?
Keen to hear your perspectives

How often is everyone updating their portfolio? Should I be updating mine every few months or would be okay to go longer?

Can someone recommend a bar with a dj in queens? Somewhere with a frat boy crowd lol

What’s it like at Camp J these days?

What is the salary for a level 8 ServiceNow Developer with TS clearance at AFS? 6 YOE.

Anyone else long on AMT?

Can anyone offer insight into the annualized equivalent compensation of contract consulting gigs in B4 vs the equivalent FT positions?

Looking at post-MBA level finance advisory role if that helps.

I have a FT role currently that I would be skeptical about leaving for contract work, but I know that contract work tends to pay a little more so just wanted to see if it's enough to consider.

Let's built a portfolio of free/great resources, websites or skills that have helped your side business grow.

Where do we even begin 😅

I need a name for my new trade brokerage side business. Give me the least serious suggestions you can come up with!

Is dropshipping still profitable in 2020?

Hi everyone! Looking for some advice on my side hustle. I’m running an e-commerce store selling primarily home decor, and I wanted to get some honest feedback & suggestions on the site to see what I can improve for better conversions. I’ll leave the link in a comment for anyone who would like to take a look.

Any idea on how to connect with a business broker who can help to buy a good business. Is there another way to do it?

Hi does anyone here know anything about distributing to retail? Specifically in the food industry.

I own a cardio fitness brand, and want to get some merch made with my logo for myself and my team. I’m also possibly looking into a small batch order to sell for a limited time. Would love any vendor recommendations for anyone who has done this.

Guys, i m in a pretty bad financial situation and need to pay my student loans and support my parents who lost their job. I m trying to brainstorm how i can make some side money. Thinking something that i can do remotely like an amazon store. Goal is to generate ~$1000 months in profits. I just have no idea where to start. How do ppl go about starting these?

Anyone have knowledge of making a YouTube page more appealing? A coworker and i are starting a page and just trying to get all the rogues down. Any help would be appreciated

Has anyone exited consulting to buying a small business? Eg commercial cleaning, well drilling, etc. Was it worth it?

Looking to start a side hustle on Etsy selling handmade crafts. Where can I purchase cheap shipping supplies? e.g. packaging and box, bubble wraps, etc.

Looking to print food product labels. Wanted to test some products and custom labels have at least a minimum of 50 labels and are $$$. Any recs on initial label printing for small biz? TIA!

Fabulous! Glad to see this bowl 🙌🏽 How about we start with how to build out a team to help you launch your biz? I am currently looking for affordable graphic/logo designers, social media strategists and a small biz accountant. Any reccos or other team specialists I should consider?

Crypto investors - what is the future outlook for you?