Hi there. Is anyone working with a CFP (fiduciary) that they have been happy with? I’m , looking to get a handle on where we are and any adjustments to be made for our financial future. Thanks!

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

Related Posts

Buy a home in the NYC area, think Hoboken, Jersey city, Edgewater West New York, etc. or continue to rent?

like

I’m new and super behind on all of this stuff but trying to learn. I’d like to invest in an index fund and have heard there are some that, while they require an initial investment of a couple thousand, only require a $50 per month deposit thereafter. Anyone know which brokerage accounts allow for this? Any other recommendations/tips/things to consider? TIA!

like

Does anyone know how to declare in my individual tax return, RSA and Stock Options from a US Company that I have? Non exercised yet.

like

What is the point of a savings account if year-over-year inflation exceeds the APY rate?

likefunny

Hi,can someone help on the monthly cash in hand after all deductions?

Post Photo
like

Two kids under 5, I am putting in a large lump sum in their 529s to (hopefully) mean the kids are set for full tuition, room, board, etc. at at least a state school. Aside from not having that money more liquid to tap into if needed, what downside may I not be considering? I assume the money growing there is as good as the money growing in my brokerage account and I get tax benefits. 12mo emergency savings on hand as well, so do not think I need the additional cash available to me.

like

Did anyone apply for amex card as an employee, recently, after the acquisiions started ?

like

Guys Tom uses Excel to segment his revenue streams from villager debts

Post Photo
likefunny

Upload button in etax is not working for me. I am not able to upload any tax proofs because of the same. Anyone else facing the same issue?

like

Which style home do you prefer and why?

like

Considering dumping cash (trade accounts not retirement accounts) into gold and silver ETFs, GLDM and SLV. Anyone strongly opposed?

like

Hi Team
I've declared the tax under my profile payroll and what is the use of FCP?

Planning to put 20k in market. QQQ vs VOO? I already have VOO

like

Why do firms not use vested stock options as incentive in earlier stages of career?

like

Any recommendations on a good side hustle or part time job? Trying to buy a house (yes I know the economy sucks right now) and it’s been tough saving with a SW salary.

like

So for intangible assets, when you dispose it, you will not take left value as amortization expenses in the year you dispose?

What are some good modern/post-pandemic personal finance books you can recommend?

Best book you've read recently on personal finance?

like

Let’s finish this up strong! What are your year-end self development plans?!
We have our last session of the year of our group/guest financial education cycles at our Downtown Toronto office this Saturday. We go through our first financial education session that we talk about basic to higher level of financial information; from saving, investing, risks and returns, registered accounts, etc. There is no cost and no obligation. If you are interested to attend in-person or via Zoom, let me know.

Post Photo
like

More Posts

on IG there is a page @thefitconsultants where we can share workouts, meals, best places to workout in which cities etc! Tag them in your pics and videos so we can grow this fit consulting community

like

How long have those who have been looking for a job been looking? No luck here.

like

How do you explain to your mom/ other non industry person what you do?

like

Which company has optimistic figures for H1B sponsorship?

funny

Hey friends, I’m hiring a mid-level Comms Planner for my team in Charlotte. You’ll get to work on a billion dollar financial services client and Vudu, Walmart’s streaming service. More in comments.

like
like

Job transition question: I recently accepted an offer for a new role with Merrill Lynch, the following day I was fired from my previous employer. I haven’t filled out the updated work history background check info yet. The reason for termination was due to performance expectations not being met. Should I reach out to my new employer and let them know that I’ve been terminated? Should I just put the termination update on the background check form and leave it at that? Wondering what I should do.

like

Unpopular opinion: as a vet, I can assure animals can be as mean as human beings, they just can't speak up for you to know. And they also have the power to dislike you.

like

What is a good gift for a recent vet school grad?

like

How important is the prestige of the university where you do your undergrad?

like
like

Dear Men - Need your perspective.

like

How is the job security within Coforge?

like

I have received an email from tcs that your address verification will be done abc company. My question is will there be different companies hired for different checks or will the same company carry further background checks like employment and education?

I’m looking for a job referral in the digital marketing atmosphere! I have a strong resume and experience and multiple certifications! My position got furloughed and then I landed a new job and they just informed me they had to revoke my position!! Preferably remote position

like

Best high yield savings products?

like

Yaar Deloitte ne joining se pehle zindagi jhand kr di h.

Relocation bhi pata nhi denge ki nhi

like

Hi friends,
How is wlb in CBA? In case anyone declines their offer, do they blacklist the candidate?

like

How much of a salary bump does a secret clearance get? What are the salary bumps for popular certifications (PMP, agile, scrum master, etc.)? I’ve heard $10k for secret and $10k for scrum

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