How do you convince a parent in their 60s without a large portfolio (less than 300k) that they don’t need a CFP? Late to the investment game, don’t want to do daily/weekly monitoring, and are worried about expenses, thus they want to go the CFP route but I’m trying to tell them CFPs and Wealthfront/Schwab/Fidelity aren’t going to do anything drastically different. It’s probably an age/trust thing or maybe I’m wrong and a CFP is the route to go at their age/portfolio size. Thoughts?

Anyone been able to work from Dubai for a UK/US firm and benefit from no taxes? I know if you are a US citizen you pay taxes where you are globally, but if you are British, then you only pay income tax on UK income - so if you live more than half the year abroad you are classed as non-domicile resident, but wanted to hear if anyone’s done this or heard about it?

Thoughts on the new Chase Freedom Flex?

Wrapping my head around the equity piece of an offer. Is the equity you are granted in dollars converted to shares right away? So if the stock goes up or down, the totally dollar amount in equity granted when you sign might not be what you actually get over the first four years?

One of my senior managers is a boomerang and told me she was laid off when she was 7 months pregnant about 10 years ago. I think she was a senior or manager. She was in a specific group and everybody was laid off. It wasn’t performance based.

Would you work at your company again if you were laid off?

What's up with risk declaration?

I'm working as an Assoc Consultant at KGS Advisory (tech). Are employees allowed to invest in all mutual funds (except those on REL)?
What are the restrictions for people who are not auditing?

Growing up was rough. On my 8th birthday my dad had an accident that led to this death a few days later. He was a good man who took care of us all (I had 3 siblings now 2; lost 1 few years ago). I'm in a good place in life right now I only find myself in the last 5years shedding a tear once a while when I'm alone. It startles me because I was a tough kid who didn't cry and just soaked it all in and rolled with it. I'm almost 40 and can't explain what's happening with these tears.

Hi, I'm new to Dallas. Have been eyeing on rental investment in Dallas. Looking into Zillow, properties in Arlington seem to have good appreciation. Is it good idea to invest in Arlington? What other areas in Dallas can I consider (checked Carrollton, Plano, Coppell, Addison).
Thank you.

What are some good cryptos in the sub $10 price point? Currently in LTC, ETH, XRP, XLM, IOT, TRX, XVG, and Lend.

Does Amex welcome bonus jail apply to all cards like platinum? Also any way to get out of it(or at least know you are denied bonus before you get a 5/24 chase hit on you)

Coworker got fired because they stole my clients! We have a policy stating that the realtor who initiated the contact should be the one closing the deal to give them a fair chance. I feel bad but they should have read the policy...

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

My CTC is 21L and i have tax deduction for home loan at 1.5L and icici policy premium at 1.5L
How can i reduce my income tax in what all other investements ? Please guide me

Hey guys, one question. My H1B will start on Oct 1st, and I am planning to visit my home country to get H1B visa stamp. I filed my amended state tax return a year ago and did not hear from them. Does it affect my VISA or entry to the US? Or should I call them to check the status of my status tax return? Please advice

Is it legal to collect the rent in a separate LLC even though rental property is not owned by the same LLC?

Hi there. I previously had a beautiful baby girl through IVF and emergency c-section. Now I'm in the process of completing my pre-requisites before another FET. I had my hydrosonogram, trial embryo transfer, and an overall check of my uterus. Due to my muscle thickness, they're recommending with my next pregnancy to have another c-section. I tried Googling but can't find any info. Anyone been through this before and know what they're referring to? I just like to be as informed as I can.

Hi - any good books recommendations for getting started on real estate investing?

Should u buy AMC stock today??

I have $20k student loans and have been paying $1k per month throughout pandemic to lower the balance. Would you continue to do this? I could pay them off, stop payments in hope of debt relief or keep up with current strategy. TIA

Anyone know good cpas or tax preparers? Mine should be fairly straightforward, but I’ve worked in 3 different states so worried that’s going to complicate things for me

I was offered a position at fidelity. Now when I trade on behalf of a client, will I get commissions for that trade?

What's the variable % for an Associate Director role at LTI?

Guys anybody from Verizon have received the hike percentage for performing rating. I think this year also they won't adjust the package with market standards. ? Can anyone throw some light on this. For last 2 yrs i am receiving performing and also manager haven't initiated the mts 3 promotion. Please share a way to get a hike than getting only 10 percent

Anyone here down to hang out sometime, I’m a 26 year old guy (pretty socially awkward but super genuine), just been feeling lonely, if anyone is down lemme know

Just sharing! Landed in offer at AWS over five weeks ago and still waiting on a visa transfer update from US CIS. So many work updates from other folks in these five weeks moving in and out while I am unable to share an update with my folks or celebrate in anticipation of the final approval of the petition. Trying to stay calm and collected, but sometimes it takes a toll

What vendor do you use for cold direct mail lists?

How do you explain to a interviewer that you are leaving your job because your new boss doesn't treat you well/fairly?

Is anyone involved in IAPP’s young privacy professionals group? Is there an age cutoff? They keep emailing but I wouldn’t consider myself “young”! Will they stop emailing when I turn 40?

🎉 Congrats to all who were promoted!

Hi, I am in search of a job with Profile Storage administrator for Bangalore location. Have a relevant work experience of 5 years in NetApp products and troubleshooting. Currently working working as Sr. Technical support Engineer for NetApp project with location Bangalore

Please contact me if anyone has any reference

is AC required in Bangalore?

I'm an introverted person, like to keep to myself, focus on work, spend the rest of my time on family, gym etc. I've been told that I need to work on my communication and client relationship building skills. any books I can read? I don't follow pop. culture anymore, no longer actively follow team sports (but sporty myself) as I consider it bread and circus for the masses and don't rly enjoy work drinks... Am I doomed? Personally I am happy and love the work but fear for my career progression.

Can anyone help me with referral in Deloitte?

Is anyone willing to share tips on avoiding burnout and setting boundaries with their executives? I have six people on my desk and am finding it difficult to stay motivated and continue giving everyone the same level of support.

Mindtree hike letter rolling out

Hi friends.. what will be the TCS retention terms & conditions.

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

Hi folks, I have an offer from samsung sait team and stmicro ADG group.. Which one would be better in terms of wlb and learning?

Anyone starting at Deloitte Jan 11?!

What is the best way to get euros out without fees and at the actual exchange rate? Is it best to use an ATM at the destination or is there a better alternative?

If I have access to both to buy through Fidelity, any reason to choose IVV vs VOO? Why do you pick one over the other?

What does the book says if you are up 120% on a stock in one day 😳

The market is down. Are you buying anything today?

What should I do with my cash in this environment? Have quite a bit sitting in savings which is obviously not ideal with inflation running high. Are ETFs still the play?

SCARED MONEY DONT MAKE MONEY. BUY NOK 🚀🚀🚀🚀🚀

What does your NW breakdown look like ? In my case it is as follows
Home equity: 15%
Investments Stocks/ETFs : 25%
Retirement account: 30 %
Cash: 30%

How do you boost your credit score within a couple of weeks? Very small increase needed.

With rates going up, is now a good time to start a CD ladder?

What stocks are you betting on for 2018?

Hi everyone! I’m a young professional right out of college getting into investing and personal finance management. Trying to better understand and educate myself on personal finance and investment strategies. Can someone recommend some recourses (books, podcasts, experts to follow, etc.) where it’s clearly explained for beginners? Trying to make sense of 401Ks, Roth IRAs, emergency funds etc.
Like I’m looking for someone like Dave Ramsey but for investment and money management advice.

Is there a calculator that I can put in all my investments and see how it works out in 50 years? I know each brokerage has their own projection thing, but just wondering if there are any other tools where i could combine everything?

Can Amazon please do a stock split 😭

Finally have built up an emergency fund after 2 years of working! I’m looking to move most of it to a high yield savings account (and then start investing, woohoo) but not sure which is the best one or if certain ones have better services etc. I’m looking at Marcus just because it seems to have the best rates right now but any info helps! TIA

How much of your income do you all target to save, invest, and use for expenses, respectively? I’m currently at 40% investing, 10% saving, 50% expenses but hoping to bring expenses down soon.

What would you recommend doing with extra cash after max 401k and IRA? Open a brokerage account and continue to invest in the market or diversify into real estate/small business? Total noob btw...