I wrote a $2500 check today and accidentally used one of my trust checks. When I realized I quickly replaced the money in the trust account. Could I get in trouble for this? It was an honest mistake because the different accounts on the check are so small.

Recommendations for how to allocate 401k with Fidelity. Just switched jobs and have to move from Merrill Lynch to Fidelity

We bought a condo in February 2022 then as you know prices are going down while rates are flying up 😭 We're quite worried about the value of our home and can't really enjoy it. What's your thoughts about this? PS. First time home buyers 🤫

New to option trading, trying to create a protective put (cont)

How does the housing market work exactly, like, what determines whether prices go up or down?

Has anyone just taken a break from work without anything lined up? Every offer I’ve gotten wants me to start in a month and with 2 weeks notice that leaves me only 2 weeks to recharge. For my mental health I really think I need an extended break (like 3 months). I have about 60k liquid to sustain myself and pay about $1500 a month in rent.

My goal is to save 300k by end of 3rd year. HCOL. Do you think I can do it? Or maybe 5th year?

What’s your target retirement number and at what age do you plan to retire?
Of course I know it depends on a wide range of factors, but I’m curious to get a sample from this group.
Mine is $5M at 55.

SNAP - 5/22 $18p, b/e $16.86

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

Preparing for an MBA towards Fall 2022 or 2023. How much roughly did you have in your savings/assets when you decided to apply for one? Not from finance/tech/consulting, so hard to gauge

Any loan facility available in BOA

Need help on how to invest. We are positioned to pay off our house later this year. Expect to work for another ~20 years. 401k fully funded and have some company stock investments maturing over the next few years, but no investments outside of that. Kids have a prepaid college plan for certain schools. Emergency fund is solid. Where should I look to start investing? I have fidelity for my 401k, would they be good to open a taxable investment account with, or are there better options?

Is it better to have SFH for monthly cash flow or passive MF deals through a private syndicate? Friend told me that you need to have $1.5m invested in MF to generate 60k a year approx but it’s much better than dealing with tenants and maintenance. Just wanted to get peoples thoughts on becoming financially free through these two real estate methods

Has anybody invested on affordable housing in Gurgaon, India? Or got any insight for a first time investor.

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

I have about $45k in a CD that just matured. I’m thinking about placing it probably in index or mutual funds but have only basic finance knowledge and am not sure about which or how to split. Advice??

Anybody using Marcus high yield savings? 1.9%APY seems like a no brainer, just want to be sure I’m not missing anything.

Thoughts on potential business ideas or investment opportunities where I can live the life I deserve now and not in retirement? I’m always trying to think of potential business ideas and come up with nothing. As far as interests, it doesn’t matter what it is. As long as it makes money I’m interested.

Industry vets - in your experience how recession proof is insurance? I was not yet in the job market last recession but I watched my mom get laid off and struggle to find employment during that time for the next 1.5 years. I was wanting to hit the job market towards the end of this year, but now I worry that if I do move companies, the recession could put me in position of last one hired first one fired. Is it better to stay put?

Hi Fishes,

I'm looking for referrals at GS within asset management (risk management roles). I'm working with HSBC AM (no experience into risk management though). Please let me know if someone can refer.

Whats the ideal package to ask for in consulting industry for a professional with manufacturing background in india ?

Want to move in the market for a Training Manager role or L&D role. What should be my ask?

I'm receiving low ball offers at 5l p.a. However, I'm looking for something at 10-12l p.a. Is it viable in the current market?

Effing anxiety. Does it never go away? Mine comes and goes in cycles. I feel like I am doing fine one week, and then suddenly it arises and worsens and makes me want to end everything. And then I live like a walking corpse for a few days not able to feel anything coz I have given up on life. And then it gets better. Every few months. Is it going to be like this all my life?

Favorite jeans brand for wearing to work in a business casual environment?

Come on peeps, let's show the world accountants aren't boring..... or are they?

Hi. Can I bounce some ideas for a spot off one of ya?

I have often wondered if being honest when I fill out EEOC / diversity forms if that limits me from new work / promotions. I used to be able to hide my disability, but it is progressive so now it's not as easy to hide. Thoughts?

Any one here from magneti marelli account?

Anyone experience not working well with managers and up (due to micro-management, talk to you like a child, etc), but find them cool outside of work? Finding it hard to hang with them during HH now.

Highest number of billable hours you have seen in a year?

I’m a CPA and am weighing going back for my Masters, maybe an MBA?

Will I get any benefit from going back to get my masters?

Hi fishes can anyone refer me for Salesforce developer exp - 4 years MNC preferred

How is the company culture?

Hello Fishes!
Any idea how long it takes to get a German visa appointment for an EU blue card and dependents? I am based in Chennai and have been trying for 4 weeks, with no luck. I added myself to the waiting list on the 5th of July and have not received any updates since.
Do slots really open up at certain times?
Am supposed to join work by Aug 30th. Please help!

Are there any real estate attorneys who have gotten into the title insurance business? What does that look like? Do you still carry on a private practice on the side?

Solos - what does your day look like? Do you work traditional hours? Do you take breaks during the day for personal things such as errands and working out?

When potential clients tell you they’ll hire your firm but they want to be 100% reimbursed from you if you aren’t able to get them the outcome they want - how hard is it not to laugh?! 🤦🏽‍♀️🙄

Hi all, I have been practicing for 5 years (admitted in NY & NJ) and recently went in house. I just started a side business of writing blog posts for firms or solo practitioners. DM for more info!

I'm entering my final year of law school but am going part time since I work full time as a paralegal. I have been a paralegal for more 10+ years and I want to open my own firm after I pass the bar.

I've worked at a lot of different size firms including a startup with a few attorneys and I was able to help with a lot of the ground work with getting the practice management system in place and still do some of that now at my current firm. Has anyone done this right out of law school? Any advice?

Do solos get to write off pro bono work at all?

Has anyone used a coaching service for their firm? If so, any recommendations?

I believe improving one’s sales conversion rate is something everyone want to improve but no one wants to admit they would like to work it. Funny how lawyers will spend thousands on seminars to improve trial skills. But this topic is not discussed in our profession. I have read books in sales. But am unable to find any for lawyers. I want convert every lead I can. Does anyone have tips, books, cle’s or studied this topic?

Advice for Of Counsel roles? I am of counsel at a firm where I can set my own rate and keep a percentage of collections, which varies slightly depending on whether the client is one I generated or not. I’m finding that a lot of my work is for firm clients where the lawyer negotiated a flat fee (and the hours worked are less, due to efficiency etc). What is the right way for me to be compensated in this scenario?

Does anybody have a good guide or resource they can point to in regards to show clients how to organize their documents for our firm? A lot of time is wasted here going through discovery documents we receive from clients because the docs are disorganized and not annotated - it just becomes a whole scavenger hunt and it’s eating into our time like crazy.

Bookkeeping service recommendations? Virtual service or through your CPA?

JD/LLM in international and m&a Tax looking to leave corporate and start a firm in business/estate planning. If anyone has had success starting a firm in these areas please share any resources or insights. Thanks!

Started my law firm this month. Have a few of-counsel positions and want to do mostly litigation (civil and commercial in NY). Besides word of mouth and networking, have any of you found any websites or services that generate legitimate leads?

We are a firm of 5 transactional attorneys and the bonus structure is very unclear. The usual “based on personal performance and firm profitability” language. I wonder how this is calculated in general. What is the percentage bracket of the bonus? Assume it is a high performance 9+ year attorney and the firm is profitable (even with COVID). The based salary is low $120k. Firm is in Tx. I’d love to hear your comments.

The past two days I’ve spent to my entire day doing things that really can be done by a paralegal. So I hired a freelance para. Any tips to make this a success? What’s your tips to train and get your para up to speed?

Does anyone have any insight regarding compensation for the “of counsel” position? I’m specifically looking for insight from those in California. Thank you!

I have my own practice for past 5 years and have spent a lot of time building up brand and reputation. I'm thinking of bringing on partners but am trying to figure out how to structure compensation, profit sharing and equity while maintaining control. I dont want to do associates bc I need someone with more experience than I can afford. Does anyone have any ideas on how one can up a law firm?

Anyone practice DUI in Orange County, CA? Please dm me. TIA

Former client( filed a bar grievance that was dismissed, sent me a demand letter that an attorney responded to on my behalf, and filed a BBB complaint against my non-BBB law firm) has now pro se filed a lawsuit against me in small claims court. Alleging misrepresentation, failure to file a lawsuit, and failure to advise during the process. I have phone logs, emails, and billing notes (all of which she has) that show she’s lying. Should I notify my malpractice carrier? All advice appreciated!

Does anyone run a business in addition to their firm? I’m a solo and I’m doing pretty well with about 60-70 billable hours a month. Though that leaves a lot of downtime. Curious if anyone has any second businesses that require about 20 hours a week. Not looking for passive income or franchise ideas though.