I struggle to make any large purchases because I can't fathom using my savings account after working so hard to have it at this number. Any advice for getting over that hump?  

Guys 500$ to invest in alt coins..Any suggestions?

How does pwc’s wealth builder plan work ?

At what point do you pull out money from stocks to buy your first home. Stocks seem to keep going up but I guess so does housing but how do you know you're making the right adjustment in overall portfolio allocation?

Who / what do you list as your contingent beneficiary when your spouse is your primary, you don’t have children, and you don’t have anyone in your family you trust with your finances if something were to happen?

Not related to consulting but anyone has experience with ratehub / canwise financial as lender for the house mortgage? They seem to offer better discount on Prime rate compared to the big 5 banks.

Do Big 4 partners need to maintain any level of independence in retirement?

I get Waddle & Pollard, I give away Mattison and Davante Adams. Good or bad trade? I am 0-3.

I have been searching for a travel card for months. I am a young guy who is looking to take advantage of credit and earn points at the same time. Cap One just released an interesting new premium travel card with a lot of seemingly good perks (Venture X). I also looked at the CSP and the Southwest Priority card. My girlfriends family has Southwest and swear by it, with companion pass being the differentiator. I am in the DMV area and have mostly flown Jet Blue or Southwest. Any thoughts on this?

How much do you keep in the bank vs brokerage?

Anyone knows what’s the best way to look up VC investment roadmap for maybe health tech or software focused VC firms?

I made a mistake starting SIP in a ULIP. Used to invest 7500 per month starting from November 2018. I have discontinued my premium payments since last year. That is when my fund was moved to an interim surrender state and now it earns 4% per annum interest.

After 5 years of lock-in that is November 2023, can i withdraw the entire amount at a time? (Of course after paying surrender charges)

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

What’s the best credit card for a married couple who shared finances? We were thinking American Express but kind of lost.

Anyone here tryna go into impact investing?

Pranam Fieshes ,

How to declare tax on joining bonus? First time got joining bonus , how to mention it in tax declaration . Please help

Your lovingly,
Fish

I'm early in my career, managed to save $30K to invest, and want to get my hands dirty with a rental property without too much risk (e.g. no HML/flipping). It sounds like that's a tall order in the NY/CT area given the prices, not to mention whether I'd be able to get a mortgage on anything below $100K, but I figure I'll give it a shot anyway. Any advice on what you might do in my position? Am I being crazy with this idea?

I moved from NY to CA about halfway through 2020. Do I have to claim half the year in CA in my taxes? It’s a temporary move so hoping I don’t have to (but my drivers license and mailing address are now CA). Any advice is appreciated!

I’m loyal to delta, but I’m moving to a city where American is the main hub and Delta has practically no non-stop flights to/from there. It’s time for me to open a new credit card, so I was considering the Citi/American one. Any thoughts?

Looking for a panty dropper used car for around 40k. What would you suggest? Considering a wide range of options from x5 to F type

Got 150k saved up, can I buy anything worthy with this as a down payment at the moment?

Hey guys. I have a technical interview with AlixPartners restructuring and turnaround team. This is for their summer intern position. I didn’t come from a restructuring background. Does anyone have an idea of what might get asked in the interview? Is it going to be very restructuring specific or some general accounting/ finance/ operational sides of topics.

Anyone here move from Public accounting to starting an interim/part time CFO practice?
Curious on the experience in finding contracts given lack of operational experience.

So by how much exactly does W+K NY lowball creatives? Any ranges for senior creatives or CDs?

Anyone have the material for CELPIP test and willing to share sources/material?

Company is offering me either a macbook pro or dell xps for a non engineering role. Which laptop should I choose? I’ve only done professional work on PCs

Very random- I need to buy my son a suit. 5’3, 120 lbs. Likely a very small sized men’s suit. He is not happy about wearing a suit so looking for a place to take him to try on lots of suits. Also not trying to spend a ton on a suit he will put grow in 6 months. Any suggestions? Best nordstroms rack in the Bay Area? Will drive!

Software sales folks earning commissions based on MRR as customers are invoices- Do you get paid commission for deals you closed even after your employment ends?

I’m thinking about leaving EY before passing the CPA exams. Am I able to go ahead and get the experience form signed ahead of passing the exams? I don’t want to talk to my team after I leave.

Anyone know when we get our bonus as a new joiner?

Anyone from BCG Gamma who wouldn’t mind DM?

Starting in Chicago in July, anyone have an opinion on the value of being in the city the first month? Worth saving the money and commuting at home, or will I miss out on social value

If planning to buy my first home in next 1-2 years, what should I be doing now leading up to the purchase e.g. things to boost credit score?

How much time it takes for BGV to complete in Optum? Mine is in progress from 45 days. Is it normal?

Heading to Buenos Aires and Montevideo tomorrow. Will be in each city for 1 week. Are credit cards widely accepted or do I need to exchange cash before I go. Thanks!

Going to Oktoberfest with some buddies from college. Any tips from anyone who has been!? We’ve got rent reservations but looking for any info that may not necessarily be online

Greece Vs Budapest, Vienna, Prague during first week of October for 10 days. Which one do you prefer and why?

One of my junior associates recently resigned and I've been trying to make an exit myself for several months now. The job market has been really competitive but I am getting closer to getting a new job and moving on. The firm culture isn't great and work-life balance is non existent. My physical and mental health have been suffering, so I really don't think I could stay. How did you avoid the guilt trips from Partners/Senior staff trying to get you to stay?

SOFI or who else?

Not mad that student loans being paused means I can use the money for Christmas. Are you still making payments during the pause? Or are you saving the money for something else. My christmas present to myself is a spa day!

LCSW 50k loan repayment- Has anyone been granted a contract through the National Health Service Corps Loan Repayment Program? I’m interested in applying for the 2 years of full time work as an LCSW but my loans are a bit under 50k so I’m wondering if they would only give me what I need to clear my loans or would I still get 50k as long as I complete my contract ?

Does having student loans impact your ability to get a mortgage?

If you didn't have to pay off any more of your student loans what would you use the money for instead? I'm stuck between something impractical like a trip somewhere or something I need like a new car lol

If you could go back in time what would you tell yourself before taking out student loans?

Damn LIBOR rate up again...

Has anyone refinanced their student loans on h1b visa? Is common bond the only option?

Can grad students get $20k forgiven if they got Pell in undergrad but outstaning loans are only for grad school?

Are you doing what you thought you would be when you took out your student loans? If so, do you feel like taking out your loans was worth it?

Curious to know how much your student loans were when you graduated from your program, how much you’ve paid off so far, and your age. If you have any varying factors too, like kids, income range, etc. Just trying to see if I’m on track or slacking in life. I am 34 yo, i graduated with 95k in student loans, i currently have 85k left and i make 85k in come. I’m also a single mom with two kids. Just praying for 100% student loans forgiveness. Wishful thinking???