I have to be honest I don't really understand the inner workings of my stock options, let alone my 401k. How familiar are you with either of these? Any advice?

What is the best performing NPS available on market. Let's assume that I invest 50k per year for tax saving, what could be my retirement benefits out of this(30 yrs of investing). Please help me with calculation and suggestions.

Client had a privately held REIT in IRA. Trying to transfer to IRA I manage to diversify. I need some help. Continued...

Hi fellow fish need some advice.

I'm planning a wedding and wondering if I should apply for new credit cards to maximize on points. If so, wondering what your recommendations are and or if there are new cards out there I haven't heard of yet. For context I probably have another 20k+ in expenses to pay still and my current cards are:

CSP
Marriott Bonvoy Boundless
Citi double cash
Random card (used to be uber)

Please suggest best Term life insurance for 24 year old, maybe for payment tenure of 5 or 10 years, 1.5 crore for 75 years.
Is it sensible to invest in mutual fund + term life joint plan?

Which credit card do you think is the best for ME consultants?

I came from China, you know why I came here? Because I hate being told they do things for my protection. Stocks there halt for the rest of the trading day if it moves more than 10%, because everything else must be too much risk for us little people to handle.

Does anyone work in Dubai or Singapore who can give me an idea what you get paid? Thinking of making the move from Norway. Lower/no personal income tax is the incentive - paying 47% 😭

What’s the best way to maximize having both the chase freedom unlimited and sapphire preferred?

For context, I’ve had the unlimited for 2 years and just opened the preferred because of the bonus offer. I will hit the $4k spending target, but after that, what’s the best way to use these two in tandem, given the unlimited rewards are all around much better.

Just got an offer to upgrade my Amex Gold to Platinum with a 100k point bonus (spend $6k in 6 months). Is this worth it to upgrade to platinum? Would you do it

FL residents— Covid has made me realize i honestly just want a house by the beach. I want to settle and find happiness. I am looking at property in Boca Raton ( school system is great ) but was wondering if anyone knows of job opportunities there? Not sure the market is great for work opportunities. Thoughts?

Any idea what the closing costs would be for the buyer for a house worth $500k?

Thoughts on dipping into the condo market? Was thinking of waiting till March but don't think prices will drop that drastically and will be ok long term...

Hi y’all! I’m a financial educator and my job is to help families in need of financial education! I help anyone on learning how money works here in the US & how to get rid of debt! I offer financial products that help you protect and grow your money. I’d love to help you out in reaching your personal financial needs!
I’m also always looking for people to hire!

Any recent grads here who moved back in with family during COVID times? How much do y’all contribute every month to “rent”/groceries/utilities? Idk, I feel like I’m not contributing enough sometimes…

What's your opinion on restricted stock?

Is getting into ARK funds at today’s price a no brainer or still risky? Currently in VOO/VTI and Vanguard mega cap MGC/MGK. I don’t want to fall under the belief of historical performance guaranteeing future performance, but ARK is so appealing

Is it safe to join Wipro during this hiring freeze period. I am worried if I will get allocated to a project soon post joining.12 YOE , Java background and Architect role. Joining is in mid August.

What is the base salary for Senior 1 in Gds tax currently? Anybody please?

Manager told to provide onsite by next year if drop resignation since 1 year not completed not eligible for onsite now, is it good option to drop?

What is the best website for finding creative job openings at either branding or advertising agencies?

I have been working in healthcare clinics and health techs for a few years now. I’m an independent consultant. Bust, a friend of mine referred me to a big bank job. The role is of data governance manager. What should I know for the interview, or how can I prepare for it? Any thoughts? They told me I don’t need financial background. Data is data, but they wanted to know metadata management and how do I build frameworks/implement enterprise systems.

What’s the biggest issue you’ve faced with dating non-lawyers?

Hi Guys, Can you please tell me which tech stack is better :
Gartner : Azure Synapse analytics and Azure Data Factory
Dunnhumby - PySpark and Airflow

Salary is same in both of them.

I received a job offer from company A and am currently negotiating salary. I have an interview with company B next week and know that they offer a higher base pay. There’s no guarantee that I will be offered a job at company B but my gut is telling me that company B would be a better fit for me. Should I accept the offer from company A, continue interview process with company B and then rescind my offer with company A if company B offers me a job? Will I be burning bridges?

I am a recent grad(Finance), and my MBA school is not a named institute like Stanford. I would want to work for a consulting co. who is heavily involved in Finance. Can you help me create a roadmap from where should I start? What are top finance business consulting companies and how to get there? My undergrad was in science.

When traveling for business how do you find while eating out alone enjoyable or the food doesn't taste as good as being surrounded by friends and family?

Do any of you guys use Microsoft Excel or anything like that when doing financial planning? Like for example having an excel spread sheet where you type in clients income, and income when retired

If I’m reaching out cold for tech recruiting, would you rather receive an email or LinkedIn message?

Today shit blew up so much on my two gigs all I could hear for hours was the constant barrage of pinging noises from outlook, gmail, slack and teams. Like some kind of hellish tech sounding symphony. I will probably go to sleep tonight with pings, clicks, chimes and whooshes echoing in my head into the void. Seriously y’all how do we not lose our fucking minds?

AIR is hosting our next Straight Talk panel discussions on Monday 3/15 on zoom.

Topic: Producers & Reps: Pain Points & Pleasure Points … where we dive into what works, what doesn’t, what makes the best rep & producer relationship and how can we be better partners for/ with one another.

Seeking freelance or staff producers interested in being a panelist. Kindly DM. Thank you!

Poll Time:
To you, what’s the most important room of a home?
a) Bedroom(s)
b) Kitchen
c) Basement
d) curve ball - the Yard

Comment below 👇🏼👇🏼

At EY is I was reimbursed for a stationary bike 2 years ago. Would EY reimburse me for a road bike this coming year? There's a stipulation that says every 5 years but I'm not sure if that means for another stationary bike or if I can get a road bike and be reimbursed.

How common is it for a firm to contribute to an HSA on an employee’s behalf, and what is the largest contribution you’ve seen that an employer gives?

EY advisory laptops - do you get to choose a model or is one just randomly assigned to you?

I do sales for a major engineering firm. Focused on new business and exploring new markets. Last year I was in the top 50% for order intake, and first in number of projects won along with number of new customers. I think this is extraordinary given the effort it takes to win new business.

For next year my goal increased by 2.5X, and less of what I bring in counts towards that target. I really enjoy my job but I will essentially be getting a large pay cut. Lost in what to do besides quit??

Can you submit a climbing gym membership for a fitness expense with EY? It says extreme sports are restricted and lists rock climbing but is the climbing gym itself ok?

Changes in the healthplans are going to drive me to spend hundreds in out of pocket early on and I'll meet my deductible whether high or low. Any advice on how to choose a policy?

EY folks, anyone get their Invisalign covered by insurance?

Currently on short term disability in CA and trying to figure out what the tax situation is. It looks like they don’t take out taxes, so should I set that aside? I can’t find any info on whether it’s tax-free income but I definitely don’t want to assume incorrectly

How does pwc’s wealth builder plan work ?

Will GYMPASS be an additional benefit on top of the $500 EY wellness benefit? What is it?

When you finally got your CPA license how much has your salary jumped ?

EY folks - how do I increase my firm group life insurance coverage (not the group universal / variable policy)? My wife’s coverage is at like 3x my salary but mine is only at 1x my starting salary from 5 years ago…

Can anyone from FTI speak to their benefits? 401k match, healthcare, etc?

My firm doesn’t match my 401k — still worth opting in?

Who has the best parental leave policies? Need advice

Just joined this bowl and disappointed to find 80% of the posts are just people too lazy to read their employee handbook... I’m here to ask, any firms offers MilkStork as a benefit.

529 Plan VERSUS Prepaid

We live in Florida and currently have a Freshman in High School and a 16 month old. We hear from our friends and family with college bound children "I wish we would have done Florida PrePaid." After obviously ignoring this for years, we are finally trying to do it before "it's too late" for both children.

Does anyone have recommendations on which plan to go with for each child? I once did the pros and cons on a whiteboard and it seemed like 529 was better.

Can someone recommend affordable health insurance? I left the firm earlier and am expecting a gap of medical coverage until I find a job. Currently not actively seeking either...

Does EY help pay for hearing aids? Starting full time this fall and I think I remember reading something about it when I interned but I no longer have access