I'm amassing a list of my clients' 401k's and other employer retirement accounts and would like to do some In-Service Non-Hardship withdrawals. Is there a list of employers allowing it?

My org will be pausing the Employer match to 401k for a few months. What's the best strategy to optimize my investment at this time?
Ride along/increase or decrease my percentage?

Are there any flexi benefits in the payroll management system to get the tax exemptions in BA Continuum?

Hey beautiful people,
I’m 27Y and work in tech. Unfortunately my carpal tunnel is getting worst slowly. I’m worry that I still have like 45 years more to be retired and can’t stop working because I have a f* mortgage to pay 😭 I have a super ergonomic workstation, but I know my hand needs a long rest, and I can’t do it… Does anyone relate? What do you recommend?

I recently bought my 1st home in TX. I want to get into real estate and eventually own/rent out multiple homes. Are there any good recommendations/tips on books/articles/websites that others have used to get started?

I've read about HELOC and cash out refinance to get a 2nd home but articles are so scattered that it gets confusing which is better in terms of tax benefits and immediate costs, etc. Anything others have found helpful that summarized how to get started would be great!

I’m considering investing into a special purpose vehicle (SVP) that would invest into a first round capital raise for a cannabis saas company...what are some of the key questions I should ask/consider? The company has already received seed capital from a couple big names.

Where do we view Tuck scholarship info?

How long before switching job? I have 2 years of HR Experience (1 year from each job) and I want to get more money.

So I want to marry a physician (girl) as they make good money so I get a good life plus decent retirement. Is it selfish to marry someone for money???

Hi,

Any reviews for Swiss Re as a company? I'm close to getting an offer and want to particularly know about the following:
1. Non-monetary benefits (life, accident and medical insurance details, any other benefits)
2. Paid time off (leave) policy
3. General culture (including WFH support)
4. Work life balance
5. Typical increment and bonus levels (VP level preferably)

What is everyone’s top 1 or 2 favorite books on personal finance? I’m always looking for a new one to bring into the fold of what I’m doing

Qualified Dividends: I’m expecting $650-$750 qualified dividend in 2021. Salary and base about $250 total. Questions: what tax rate will the qualified dividend be taxed at? The 15% or 20%? Also, since it’s technically a long term gain, do I have to pay an state and local on the income? Been reading for a bit and I can’t seem to find a clear answer. Thanks fishies!

Anyone with a leased car move from NJ to other states? If yes, could you please help me understand the process to get sales tax refund from NJ? Thanks in advance!

Hi! In the process of switching from South FloRida to PA again to work at a hospital but making the same money? The switch would open me to be closer to family for support and the have a nursing prog,since the benefits are attractive and I’m looking forward to the future growth. The thing is they claim i only have experience of 7 years and offering me less than what I make now. I wanna go, but any suggestions on this negotiation cause I would still need to pay for a place to live and expenses.

At a high level, what is a better way to maximize returns?

File all 12 months in NY or
file a few months in PA and remaining months in NY (about 9)

I was in PA for a bit during the pandemic

Hi,
What is the typical pay for entry level certified medical cider with experience in the healthcare field?

Can I survive on £26,300/yr in Belfast?

Hey everyone,

Anyone has referrals to any startups that are hiring any of the following roles:
Generalist
Operations
HR
Recruiting
Business management

I’m looking to be involved with a pre-seed, seed, series A or series B startup that provide remote work, good benefits and a decent salary.

I am getting a 3% interest rate on a jumbo loan with 20% down on a $850,000 single family home. The ball park in July was 2.65 - 2.75
Checking if folks are noticing a spike in interest rates or if I need to look for another lender.

Hi everyone!

Wanted to know if Amex uses a lot of proprietary softwares/ processes which have no value outside of Amex?

That feeling when you hit the bed friday, turn off alarms, ignore friends texts and go comatose

Your firms most underutilized/unknown benefit?

What is the general ranking for A-SC firm benefits across commercial management consulting?

The creators of GIFs may be dead, but the debate about how to pronounce it is alive and kicking. I go with the hard G, like in Graphic. Votes?

Are there consultants I can hire to help me target potential video production clients in this city?

Anyone have any experience with ID firms in Massachusetts? I’m looking for a civil litigation position to gain some experience.

Plan is to purchase some time after 2 years or so. Primarily to save up for a larger down payment.

Here’s my plan of attack:
- $30K saved right now ($20K in IBonds and $10K cash)
- $90K saved by July 2023
-$130K saved by 2023 and target a $800K home

Location: Suburbs of Boston, MA

Can anyone recommend a good accountant for DC?

So. MBA from a top 20 program (if that matters), working in the southeastern US with 10 years experience in private practice and hospital administration. Salary thoughts?

Told a friend of mine in tech I was considering moving to BCG. He asked me if I would have to move to Boston.

I followed up by asking what he thought the top consulting firms were. "I'd guess PwC and then McKinsey are the best. I've also heard of KPMG, Deloitte, and Bain, but I don't know much about them."

Just a reminder that outside our bubble no-one really cares about firm prestige etc.

Is 16LPA low for 5Exp. Devops background

Traveling next week. What hotel has the best promotion now?

What are some tips or recommendations on where to start to become a product manager? Much appreciated

What type of projects would a consultant/senior consultant in controllership services - accounting information science group work on? Typically day to day?

I am looking account job in ahmedabad

How to politely reject a job offer after going through interview process? I don't want to burn bridges but I got the position I wanted elsewhere. Thoughts?

Hi All, what’s your perspective on the CFP? I’m looking to enter into Private Banking and I think it would help.

Also, for those who recently took the CFP. What material did you use to study?

I do not prospect. I open accounts while slamming a revolving door.

I need some good career-development or finance-related books, anyone got any recs?

Best books to give to new young client who genuinely wants to grow and develop his interest & understanding of finance, doesn’t want to be bored, & cares about his investment accounts?

Have a presentation in front of a large group tomorrow and it's giving me anxiety. Will taking a Xanax help?

Do you dress up to go into the office?

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

Clients I found = 99% retention, assumed/ adopted clients = 75%. True?

Anyone know a good resource or lawyer for legal advice regarding securities license issues?

Really curious, what percentage of your clientele is friends/family?

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

Any book recommendations? Here are a couple that I've recently recommended:1) Freakonomics2) Super Freakonomics3) The Big Short4) Never Eat Alone. Please add as you see fit!

13 years experience and no college education. Best way to go about earning my BA and taking the CFP?

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

Is anyone here a CKA as part of the Kingdom Advisors? Any thoughts? How many leads do you typically receive per month? Is it worth the cost?

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

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

How do you all keep up with your personal to do list? I feel like work consumes me and I forget to do things like take my vitamins, renew my car registration, call the doctor, etc 🤦🏽‍♂️ continued..