How do you manage and track all your investments? E.g., stocks, mutual funds, PPF, PF, gold etc.? Do you use an Excel sheet or some app?

Anyone have a SEP IRA? Is it better than a solo 401k? Understand I need to complete a tax form to initiate it but where do I go to start one? Rookie question, I know.

BakerTilly people, what application do you use to prepare your financial statements? Do you use word/excel?

Anyone finding it harder getting managed money biz? If so, what changes or adjustments have you made in prospecting or sales approach? Thanks.

What price per sq foot to investors start buying in the north ATX home? My home is on the market and not moving. Trying to understand at what price point does it become attractive to investors

Has anyone set up an NY 529 for their kids? Know there’s a 10k tax exemption for NY state taxes, but does anyone know if that per child, or across all children?

Hi guys ,
Need sone suggestions onto how should i claim HRA . I live with parents but i hve seen ppl claiming hra by gng into a rent agreement with parents . What all doc are req and i am planning to claim less than 1 lac so pan card wont be req.

Shoulda just sold my stocks to pay my taxes instead of holding and using cash 😂🥲. Same result - except now I have to hold longer

Is QEF inclusion dividend or not? Sometimes, I see QEF inclusion reported on Line 11i and sometimes on Line 6a. I think we can rely on Sec. 1293(c) but I think it’s not foolproof. My hunch is since QEF regime is tailored to treat the PFIC similar to domestic mutual funds, we should not treat the QEF inclusion as dividends. Any help is appreciated.

Do you think house prices in NJ will go down/up? Thinking of buying a house in 9-12 months and saving. What % is a good down payment? (First time home buyer here)

I have significant equity in a property (300k+) and maybe another 200k across other properties. I have a decent amount of money in cash and already 200k or so in stocks. Would you consider pulling money through cash out refi and using it? I get nervous for stocks being so high. I have a few properties in pipeline already. How would you suggest using it (if at all).

Thinking about putting 500-1k into either : Amazon, block, Nvdia, or AMD.
Which would you go for? Why? Or are you staying away from market still?

Currently I pay $1900 for a brand new & modern 1BHK in the Greater NYC area. Moving to SF later this year. Any recommendations on how much to budget for SF? Will be working in Downtown area & currently got a car. I am little bit divided on whether to sell the car or move it to SF.

Looking for a good neighbourhood and ok with 30 minute commute to work.

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

$TBLT man. Quite the thrilling penny stock.

I’m 36 and I recently reached a net worth of 1 million dollars. I thought I was doing good but then I see other people with several millions and can’t help but wonder how they got there.
I feel I’m doing everything I’m supposed to (I save, I invest, I max out my 401k, IRA, etc...).

What can I do to upgrade my game and reach those higher numbers?

So my offer letter says I have return back the signing amount if I leave within a year. How does the math work-full rerun of 20k or post-tax deduction the any that I received ?

Should I ask for a refund for my Delta flight or keep it as credit that can last til 2022? Delta is losing about 50m a day, so it’s a bit concerning. What would you do?

👀 Can we talk smack about auditors? Trial balances based on filed financials are still trash once it comes time to do returns, so all I’m saying is materiality can kiss my a**

I joined tcs on feb 2022
Recently I resigned, i know it was worst decision to leave tcs early but also worst to join 😁🥲

Just mine that is red?

Hey guys… I hope you all are fine and doing well. Can anyone please refer me for Salesfore developer position for total 3 years of experience and 2 years of relevant experience into Salesforce. Immediate Joiner. It would be a great help !
TIA !!

When my job is to handle all the corporations issues does it ever get hard to see the light at the end of the tunnel? Like that this business will survive? It will get its next round of funding? This litigation won’t wipe us out… something’s I just become very pessimistic about the future of the company.

Any good PM roles open? By good, I mean focused on PM activities and not covering down for unrealistic sales promises. Rapidly hitting my limit at my current org.

Hello All! I’m hiring for a Principal Software Engineer within the US for a growing e-commerce, Society6. This will be a technology leader who will be a key role in decision making on the direction of the architecture and platform! Base comp. $205k-$235k

Any other 60 yr old unemployed life long techies out there? I have to admit, being unemployed at 60 is a bit expressing. I've started a couple business that went no where. And freelance isn't as easy as I thought it would be. I welcome your comments

Anyone know of IT Security jobs specializing in NIST and/or FISMA that are hiring?

Hiring in Taipei Taiwan. DM if interested. Check HPE (server storage sector of HP) for the specific roles. Good luck!

Quick question.
I was a contractor for a big company and they just let me know that my last day is December 30th. I got this position thanks to a recruiting company that has been great and gives me benefits.
Should I:
- Continue working with the recruiting company, hoping that they will find another position for me? (as they told me they will, and when they applied me I started working with my current company within 2 weeks)
- Work with the recruiter + apply for jobs on my own?

Are there any Mexican restaurants in NY?

Confession: The only in-law that I had a great relationship with passed away unexpectedly. The two remaining in-laws were on thin ice with me prior due to years of drama, nagging, and disgusting display of wealth. I believe their demand of money and general assholish behavior drove in law to his death. I love my S.O. but I can’t deal with the drama anymore.

I want to have a family and a future that is drama-free and full of love and don’t want to surround myself with negativity.

Fishes- Need some quick knowledge/suggestions for Monthly Investments. I have a 10k Monthly ELSS SIP and 10k Nippon Pharma MF SIP. In addition to this, a small amount 15-20K flat invested in Crypto. I have some more money to spare- 10-15K/month. Any suggestions where I can invest this? I have little knowledge of stocks so would be a little hesitant to get in.

What are some of the investing must-reads that you'd recommend?

Anyone into option selling ?

What platforms do you use for your investments?

I use Zerodha for brokerage and Kuvera/Coin for MF investments.

If anyone is interested in investing in crypto, I’m running a kickback campaign on Vauld, where both, you and I can reap benefits. You could also FD your crypto investments at interest rates as high as 12.68% for a few tokens.

Comment here or DM me personally if interested to talk further. Note that this crash is a great opportunity to enter. 😊

Are you going to invest in Navi's Index fund ?

If I invest 50k in NPS, I would save 7k this year as per my tax calculation. Is this a good deal? In general, I don't like such long term investment, maybe I'd start that when I'm 35 but not today.

Is it true that stocks bought and sold are visible in form16?

Views on Zomato ipo?

What are the recommended tax saving options apart from 80C, HRA & NPS? Any insights would be much appreciated.

Need 20lakh by next year for down payment have 1.8 L on hand which MF or stocks to invest so that can get 20L by next year and how much per month

From stocks to crypto to NFT, which is the next big investment opportunity where we could be the early movers (investors) and make great returns? Love to hear them.

I started investing in January 2021 with a current portfolio of 40:60 across Mutual Funds ad stocks. The MF portfolio is giving my a current return of around 10% cumulative whereas the stocks are giving around 6% cumulative.

Not sure how to get the game right.
Views please friends.

I'm relatively new to stock market investments and have tried to build a balanced portfolio for the long term. Should I hold the stocks for long term or does it make sense to book profits in between ?

Welcome everyone. I hope to keep this bowl clean of any promotional content while discussing ideas to grow our wealth together. Please share the group link on your company bowls so that we can get good participation and useful insights...

Do you suggest booking profits now (even if they are less) to reduce the risk profile, given that market is moving sideways and bubble might finally burst 😬

Hi guys, should I buy lumpsump for coffee can investing or do SIP ? And one more question if you guys can help . At what point let say I hold a coffee can stock when should I exit. I am planning to hold for 10 years but how do I know that this stock is not relevant now or some red flag I should exit .