I’m pursuing my CFP thru the ChFC course work at the American College of Financial Services. Does anyone have textbooks for; HS 321 Income Taxation or HS 330 Fundamentals of Estate Planning? I have HS 311 & 328 to trade. (7th Ed. Money-Education)

For those watching their home value - which is best? Zillow or Redfin? I’m watching mine to see what equity I have to refi and potentially get PMI removed. Zillow is current showing home value at about 20K less than Redfin. Are there any other tools I could be using? Thanks.

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

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

Any tax accountants/attorneys in here? What would happen to the 401k of a foreign worker if they cannot longer maintain an immigration status and have to go back home? What about a ROTH 401k? Assuming they made after-tax contributions, would they still be able to take tax-free distributions if they are non-resident aliens for tax purposes?

Opinion on the Milton (Cambridge high) vs Suwannee (Peachtree ridge high) to buy a house? Have a 3 yr old.

Does anyone have any good mortgage broker recommendations that will help find a way to not pay PMI?

Did anyone else pick up PANW last week after my post? I bought outright but I’m curious if anyone bought calls and what your current position is, we’ve had a nice run up so it seems like it might be tempting to sell before earnings if your calls are already up 100%.

What other cards to add to my collection? I have AmEx Platinum and Chase Sapphire Reserve. Fly Delta so AmEx is handy for lounges. Use Sapphire for dining/travel. Should I add Chase Freedom Unlimited?

Recommendations for tax filing in Chicago downtown?

How do people feel about Tesla ? Buy ?

Why is the market going back up already? Is this how it was in 2008? Should I keep my 401k same or increase?

Who day trades / swing trades with another job? Any tips?

In particular wondering if it’s a sustainable side income or just for fun, and what are you trading (stocks, crypto, forex, futures, etc.)?

Good morning! What auto insurance do you recommend at Bay Area? Just moved here and my State Farm premium almost doubled. Thanks!

I am 25 years old with roughly no savings. I am a consultant with a technical background. Are there any tips in side jobs/ways to make more money for savings?

Does LTA and phone allowance are processed each month as a taxable income if we do not produce the bills ?

I canceled my Amex paid membership as we aren’t traveling for work yet. Have 100k points to redeem in 2 days. Don’t want to waste it on target or Walmart gift cards as they have terrible conversion rate. Any suggestions? May be transfer to Emirates points as I will travel to Dubai in a year?

Has anyone gotten home owners insurance from Hippo Insurance?

New to trading and investing in equity. Have $200k in equity and $20k in MUNI bonds. How do you plan to diversify?

Phone and Internet bills reimbursement claim in Grey HR. With this claim are we getting Income tax exemption or reimbursement of cost. Can someone clarify it.

Anyone with Lixil Group here? Specifically OhIo / American Standard?

Working from home because I’m sick, but feeling too sick to work. How do you charge time when you are clearly being less efficient/effective?

Tips to improve on IR (GMAT/EA)?

I’ve recently finished google’s data analytics program and I know R, html, tableu, and sql. Unfortunately I didn’t finish college. Anyone know of any places that don’t require a degree?

Can anyone help me with referral in Deloitte?

Hey folks , which companies in pune are still offering complete work from home or permanent work from home?

Help,I started a new career n the events industry and I think I have to quit! The person I report to is so disorganized and there are no other managers in the office to direct day to day operations of our department. On day 2 I was asked to go to a job site and perform a 12 hour day without any training, safety equipment or tools. On day 3 I was asked back to site to do general labor! I ended cutting my hand on an exacto knife and there was no first aid! Is this normal?

How many days a week do you manage to go out? Dinner, drinks or movie with friends etc.

When do you know you've toured enough houses and should pick one from the list you've got? I've seen probably 15-20 homes, and put in one offer. How many homes should you tour minimum, and how many offers did you put in before you closed? I don't want to be too hasty and choose something just because, but I also think continuing to see homes isn't really making my decision any easier. Thanks!

Our team got the Super Team Award for this quarter. However I would be leaving the firm this Friday. Would I be getting the reward amount?

Any suggestions for Interview with Principal at CLA for manager role in assurance ?

Has anyone here chosen Soluno over Quickbooks? Thoughts?

Is the market slow right now?

I joined pwc 9 months back and have been looking out for a new job since August but dont see many calls coming. What is happening with the market? Want to move out of here for a better pay.

Will Deloitte give any goodies for impact day?

And another one bites the dust

Sitting with a $50M prospect tomorrow and I’m so nervous. I’ve only been in the business for a year and I have no idea what I’m doing

How do you handle people in your life who try to discourage you from working so much or don’t understand your ambition? I’m thinking about just cutting off a lot of people.

Who is proud of their office? Share a photo of your office; this is your chance to be loud and proud while providing ideas for others!

How do you feel about "workplace of the future?" I literally can't focus when I can hear & see everything everyone is doing. It's definitely impeding my productivity to not be in a quiet environment.

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

Sick of people trying to link on LinkedIn that I do not know and not even sending a message along with it. Or sending recruiting messages with jobs outside of my level/experience.

It seems like the whole industry wants to buy a book but no one is selling, any ideas on how to in front of people who truly want to sell?

What is your favorite way of winding down during the evening when you get home?

Are there still veteran advisors that expect their noobs to smile and dial? I get activity drives results but being active for the sake of being active won’t help the noob bring in business

Best technology to use that LPL has?

Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.

Sometimes I feel like I am a drone that just works all the time and I have no friends.

Looking for insight on avg total comp for registered middle management with big bank. Considering making the jump from a branch advisor to managing a team of branch advisors. I’m newly 9/10 licensed. I’ve been building book in a bank branch but the consumer bank side of the job is draining. I’m making $155k total, $75k of that is salary. Anticipating a $130k salary offer if I go management route, with small annual bonus. Any others with experience that can speak to this?

Not including the canned stuff from wirehouses, does anyone send out a newsletter regularly to their clients?

Has anyone done/heard of the Morgan Stanley 3 year program? If so, what was it like?

I just finished the book I was reading. What should I read next?

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

I graduated college 2 years ago and started working on RIA in FL as a Research Analyst. During this period I got my series 65 and brought to the company two clients (total assets of $3M). This being said, I am not very happy with my compensation. I know I am just starting my career, and that I need patience. I will like to get other people insight on how can I grow and earn more $$
Should I get a Masters in Finance?
Should I start looking for a job in a BD instead if RIA?

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?