I’m an Ameriprise franchisee $400 K.
flows thru my personal return.
New tax code changes, what are the benefit of restructuring ownership, to what ?Wife is an employee too.

My portfolio has been stagnant for a week now. Last few times this has happened, market has tanked. Anyone else feeling we’re at an event horizon soon?

Tax Loss Harvesting worth it - if the future cap gains exceed what you may save now? Torn between adding more vs harvesting (gains on individual stocks/etfs are minimal to none this year) lol

What are the best credit cards for travel points?

Any tips on where I can invest 200k right now? Goal is long term wealth building and nothing much else. Country - US. Age - 26 (So I prefer to be agressive)

I'm being interviewed for Senior Analyst in hsbc. Can anyone help me with the tax saving options available with HSBC? Like self education, communication, meal vouchers etc.

I need help from an accountant or a financial analyst. I need to compare fed vs private company retirement and help me create a retirement plan. I will pay for the services. Thank you

Deloitte fish: I’m an alum trying to do some retirement planning. I was an SM2 vested in the pension plan (I worked in DTTL for 7 years ending 2013) and want to find out what my actual benefits will be and at what age. I have no paperwork and 800-Deloitte does not seem to have a way to route me to the right people. Does anyone have a human contact or procedure that can help me get this info?

(Explain like I’m stupid, because I am, but be nice) Refinancing a construction loan to a standard mortgage loan. Borrower and lender entities not changing. Current UCC-1 filed securing “all assets of debtor” in 2019. Why is it necessary to file a new UCC-1 at closing securing the exact same collateral?

Can I receive rent on H1? How can that be accounted towards the end of the FY?

Worth getting the Marriott bonvoy credit card with the 100k points bonus? Annual fee is $95. Already have CSR.

Laying on the couch and watching TV all day sounds so much better than doing these tax returns. That is all , thanks for listening to my Ted Talk

Has anyone tried UPS or Fedex pick up for moving boxes without a car? How’s the pricing? Hard to get an accurate quote

Thoughts on Employee Stock Purchase Plans with a 10% discount? Is it worth it given the lock up period and market volatility?

Pro tip: live close to poorer people to feel rich. The feelings of wealth are extremely subjective and is mainly based on comparison

There has to be a point where focusing on minute details generates diminishing marginal returns.

What’s everyone’s 401k balance? I’ll start. 20 years saving and have 650k.

Anyone have a recommended tax person in Chicago?

Is it wise to buy a home now with high interest rates in nj or would it be wise to just wait and see? Looking to buy a house in central NJ

What is the best-kept secret among realtors?

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

If you could, how would you change things to prevent yourself from becoming unemployed?

Currently in Atlanta, GA. Looking for management role in wealth management, corporate and institutional solutions, business strategy and consulting. I have an MBA from non-target school, about 5 years in management from financial services, business strategy and development and I’m looking for a great company with salary range around $150k or above. A referral would be highly appreciated!!

What impact has the prestige of your school had on your career?

Environmental scientists aren't all hippie-type activists; I'm actually quite conservative, I just really like studying our world

Hi, is there any openings for entry level UX role or an internship in Ui Ux. I can join immediately to learn. I have 1.3 year of experience as a Software Developer

Anyone have tips on writing a cover letter without referring to anything in the resume?

Hi All,

Looking for job change. Currently working as an operations Manager and carrying 10.5 years of experience in OTC and P2P.

Please help to get good options in Delhi/NCR and Jaipur.

Hey all! I’m 30 years old. About to close on a house with a 5.75% fixed 30 yr mortgage. If you were me and your goal was to maximize your net worth by retirement, would you put a few thousand dollars extra into paying down the house faster or invest that extra money in the market? The 5.75% doesn’t feel that low but also not crazy high so I’m torn. Thoughts? 🙏

Have you ever seen a “left this industry to open a small business” success story? Not a consultancy business... like a store, restaurant? Is it a cliche and unrealistic pipe dream?

How long do pe ops jobs usually take to get back to you in final stages? If it’s been a week am I done?

If you accept reduced hours, would that allow you to change your benefits? I am considering changing my health insurance, 401k contribution and hsa to “plug the gap”

What’s the juiciest piece of gossip ya got right now?

What is this PwC Activate event?

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.

How do referrals work?
If I get a referral from someone and I apply, then can I still reach out to a recruiter on LinkedIn expressing interest in the role? And do I let them know that I already applied? I’m sure they get tons of messages so what should I say so that it won’t be overlooked?Im currently unemployed and very eager to get an entry level position in either HR, Marketing, or Project/Program Coordinator in the tech field, so any advice is greatly appreciated.

Has anyone used an ADHD /executive functioning coach? I’ve been on meds since I was 13, but am struggling more than I think I should be with basic things. Some of my poor habits have definitely caught up with me. Any recommendations would be much appreciated.

Anyone who has experience of working in pre launch area, need some help

What's a good brand for suitcase? Looking for a more reasonably priced suitcase

Anybody deal with large clients? In the tens of millions? How would you handle this?

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. 🤦‍♂️🔫🤢

Does anyone else struggle networking with seniors? I really hate the superficial work talks and I find it super hard to find common ground with some of these people

AND SO IT BEGINS- UBS EXITS BROKER PROTOCOL

How do you know when you are ready to get married?

Finance has received quite a bit of flack for lack of gender diversity - but how can firms go about attracting and retaining more female talent?

Anyone know a company that will provide annuities to non-US citizens, non-US residents?
If so, would they have to be expats of their country?

Anyone know where/how to go about getting L/VL/VA CE credits form insurance carriers? Anyone have some specifics?

There will be an annual holiday called OCCUPY WIREHOUSE where every May 18 financial advisors and their clients congregate arm in arm in front of each firm’s home office as a sign of solidarity.

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

Best music/audio to listen to while working?

NPR says since Im in quarantine I should try to keep track of something to stay sane, so instead of the market, Im tracking of how many times I step on my sons legos. Today: 2

Seems to be a lot of Ed Jones people here. I’m curious how much AUM you’ve brought in through door knocking? It must work, otherwise they wouldn’t have you do it!

Anyone discussing protective put options strategies with retail clients?

thoughts on wearing designer to the office? Ex. Shoes, Shirts, Purses/Briefcase/Messenger Bag

What kind of multiples are you seeing/offering these days on practice acquisitions/sales?

At what salary point did you feel "content" if ever? At $90k, and I've always figured once I got to $200k I'd be "good" and chill out, thoughts on that?

For those of you who position yourself as retirement income specialists: How do you do so?

Client wants to buy individual stocks for his portfolio. Don’t care to manage unfettered stocks from clients that we catch blame when underperforming. What is your response to this client?