I have a village with 3 employees in a 457 plan. They want me to take over plan. Assets are under $200k. Who would take that?

What would you say is the minimum amount of money that your household would have to make before considering to have two babies?

How do married folks manage finances ..keep them separate or everything common? Have heard married people splitting rent and stuff and not sure I fully understand how common are situations like that.

Looking to rent a home in the Central Park area but there are very few homes available for rent on Zillow. Does anyone know of any other platforms that might have listings that are not on Zillow? I imagine most people who are trying to rent out their home/investment property would list on Zillow but thought I’d ask!

Is it worth it to save up to fly business or first class internationally [even just US to EU] - or save the money for other things?

Hey there! really need a change in pace from being in higher levels of care, and am wanting to go part-time with my company and private practice, but I want to buy a house in the next year and am worried about finances. Can anyone speak to the hardships or successes or a counseling of practice and/or buying a home shortly after starting one? I feel trapped in my current job because I’m worried the timing isn’t right.

Hello fishes, can we buy land/plot to save long term capital gain tax?

Is it possible to be a “silent” investor (party A) with a friend who’s an accredited investor (party B)investing in a company? So if B is investing $50k in a company, and A wants to give B $25k of that investment, is this possible with an agreement between A and B, where they’re responsible for their own portion of taxes?

How much are people paying for renters insurance in Bay Area, specifically East Bay?

Drop your insurance company names, if comfortable.

What do you guys think about Investing in palantir which IPOs tomm?

Home reno financing question. Have a big project coming up in the $120-150k range. Funding sources are:
- 90k from a heloc around prime
- 10k from a credit card that offers promo checks at 2-3% for 12-18 months
- 375k in a brokerage
- 5-6k per month cash that I can put towards the project, loans, or brokerage

I don't want to stop funding the brokerage because my FIRE plan is less numbers based than "hoard like dragon until it's enough" but maybe I should... How would you optimize?

Hi all! I’m new! I started the year off planning to save for a home for myself, then rates skyrocketed. So we’re holding off. Fast forward to the final quarter of the year and we were presented with the idea of a residential assisted living facility. The problem there is we’d still need to acquire property in order to run one. The only difference is the RAL would be a business and is already registered as such. Does anyone have any experience here?

Is it typical for in-house pharma roles to offer pensions?

What are some of the things that were a MUST when buying your first home and what were some things that you were more flexible with and why? I’m having a discussion with my partner about what we absolutely need and what can be worked on later.

How is 99k salary in New Jersey area ? I have to settle with family (wife and kid 4yo). How much i will get post tax deduction ? Can any1 help with approx expenses (avg middle class living) per month

Follow up on Rich Dad Poor Dad...General consensus is to buy real estate...So for those of you who have read the book, have you bought any real estate lol?

OTS is growing rapidly and leadership has asked us SMs to assist with recruiting. One of our needs is for cybersecurity and data privacy consultants interested in M&A e.g. CISSP, CISA, CIPP, CIPM, etc

Has anyone gone through the interview process for sr program manager position? What was that like and any tips on how to prepare? Thanks!

EYP and Strategy& fishes, what sort of work do you do in the Life Sciences space (specifically Big Pharma)? And what sort of exits into industry have you seen your former colleagues make?

I feel like I'm stuck in limbo.

Not enough experience to become a Senior designer, but too much to be a junior.

And there hardly any intermediate roles out there.

Does anyone have the experience of taking on a global mobility assignment from Deloitte US to Canada? If so, was your work permit processed under intracompany transfer without LMIA? I'm trying to figure out if accepting the assignment will get me over the CRS cut off...

Have anybody recently done OINP? Had some questions around what employer documents are needed and what support do we need from employer. This is for foreign worker stream with a job offer. Please dm in case able to help

I'm currently on implied status in Canada (applied for an extension before the expiration date on my OWP), but lost my job two months ago. I'm actively applying (and interviewing) for new opportunities. What's a good time to mention to a potential employer that I'm on implied status? I tried coming plain from the first interview, but that has been working against me. The CIC website says I can keep working with an expired WP and SIN but recruiters think otherwise. Help!!!

Spg or Hilton honors? Currently spg plat but wanted to know if anyone had better experiences with Hilton (service, upgrades, points accumulation mainly)

How does one use 500 Mile Upgrades on AA In the most effective manner?

Hi All,
I had my 1st round of interview with Executive Director and 2 leads for Technical role. I have 2 queries-
1. How many rounds should i expect in total considering I clear everything? (I think my first round itself has technical + manger/director)
2. How long (time) will it take to get an offer?
TIA :)

Interested in cybersecurity companies. What are some other than Symantec?

What would be the pay for a grade 11 job at S&P?

Hello fishies, I have got an offer from S&P for 30LPA with 8.5 YOE . The designation is software engineer and the role is for production support. Is it a good offer or should I renegotiate.

What's the average salary I can ask for for the role of BA4 Risk Regulatory?
YOE: 3

Hi all- new to fishbowl. Not really sure how to use and explore the app yet but I saw this bowl and figured I would introduce myself. I am a wholesaler for 401K and I am able to partner with advisors who currently uncover 401K opportunities or are looking to learn how to. Reply if you are an advisor in the NYC area and interested in learning about how to expand your business.

What’s your tax strategy to minimize self employment taxes?

Best place to work as a retirement consultant? Empower, Fidelity, Vanguard, T. Rowe, Lincoln, etc? New to field and want to get a sense of where my salary is at compared to competitors.

Which Investment Analysis and Reporting System do you use? What are the pros/cons?

How is everyone approaching educating current and potential clients on the Secure Act?

Anyone works or has worked as a Director Retirement Planner at Fidelity can provide some insight into the role?

Coming up on my annual review and I'm curious about salary ranges for those who work with 401(k)+ plans. I'm a CPFA, series 65, and previously held 6&63. I advise plans on investment selection, plan design, IPS creation, and meet with participants individually as well.

Does anyone partner with any 401(k) robo-advisors like Guideline, Vestwell, Human Interest, Ubiquity, etc.? How are they compared to more established 401(k) providers? Pros/cons to any or all?

With interest rates rising, I Bonds are back in the discussion. Thoughts?

I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?

Recently attended an FA conf. where there was discussion about 401(h) plans & their tax advantages.
I know a variety of 401(k) providers available via my B/D but don’t know of 401(h) ones. Do you ?

So... how can I become more involved with MEPs?

For those who cold call on 401k plans, what is your approach?

With social security potentially running out, why couldn’t it be an option for the govt to put $5k for every baby that is born in a year into an account Invested in a govt share class S&P 500 fund. Historical average is 10%+, which would provide roughly $2.7 million for a baby born today. Eventually, this would eliminate the need for soc sec tax, and would only cost $18 Billion a year instead of several trillion a year being deposited into the trust.

Welcome to the Retirement Plan Advisors Bowl. The goal is to give advisors of Retirement Plans a place to discuss the challenges, opportunities, and daily ins and outs of working with all types of employer sponsored retirement plans.

No pitch, just some research for a client of mine.

Aside from referrals, what is your biggest source of leads?

Facebook?
Google?
Physical Mailers?
Radio ads?
Your own radio program?
Something else?

Looking for whole life insurance. Who is better Mass Mutual or Northwestern or NY life?

Does anyone have thoughts on RPAG? Is it worth the cost? Is there something better?

Which firms do good actuarial work for cash balance plans?

Wondering what the industry average is for a client facing support role to a 401k Advisor? We help with 80 401k plans with assets over $250 million. I have my series 65 license and I feel as if I am under compensated for my experience and being a licensed rep. I have been with the group for 2.5 years now. Thanks!