I’m taking the CFP courses through the AC. Someone said I should sign up to become an Enrolled Agent while taking the tax planning course. Any advantage to that? I don’t want to prepare returns.

like
Posting as :
works at
You are currently posting as works at

Related Posts

Best way to store coins? Best wallet to use?

KPMG India KPMG India

I received an e-mail subjected "Balance Summary" from notifications@thanks.com

It shows 1000/- in my account that I can use for shoping.

Does anyone have any idea, from where does that money came? and how can I utilize that?

Thanks!

KPMG EY Deloitte PwC

Anyone have any legitimate passive income? I’m talking about something that takes sizeable upfront time investment to get going, but takes <5 hrs a week to maintain.

like

Anyone have CFP Prep books they don’t not need anymore?

likesmart

I like my job and live in a cool apartment in a cool city. I travel a lot, I have lots of savings, and I can afford virtually anything I want. I set and meet small goals (ex. run a 10k) regularly...

like

Looking to move out of California, and considering buying a townhome in Atlanta for ~$650k. Any thoughts on the Atlanta real estate market?

like

Thoughts on being a chindi chor to save $500k and go through the EB-5 route?

like

I'm new to all this. Is it best to save 10% of my salary all in my company's 401k (with 20% match, increasing by 5% every year)... or saving 5% in 401k and 5% in a Roth IRA?

like

Hi Friends, I have some responsibilities which I need to carry out for my families and dependents for which I need some money in the next two years.

I dont want to change my job just for increasing my salary as it would bring some extra pressure and other complications with it .

Please help me out in earning some passive income ..

any idea or suggesstions would be much appreciated.

like

Investment advice for a junior associate (with minimal research or effort). Young with minimal expenses, so open to any and all suggestions.

like

Any recos for a fee-only financial advisor that’s under $300/hr? Need to understand sole proprietor/small businesses.

like

At what investment size should you typically start using fee only financial advisors?

like

Anyone who is good in finances, please help!

I have an offer with 2 companies

A ~ 12 lpa 11.5 fixed
B ~ 14.5 lpa 13.75 fixed

I have invested in 80c with 1.5L
Standard deduction 50k
Nps 50k

Is it worth taking company B offer , I’m looking into taxes and only 67k is the difference after taxes

like

Recommendations for tax filing in Chicago downtown?

like

Can someone please explain the process of selling a home when you have an Islamic loan? Since it’s profit sharing i don’t fully own the home right? So if i sell it i can’t take full profits since i don’t own it outright. I’m considering Islamic financing but have so many questions about it. Can you take an equity line? Can you write off mortgage interest?

like

With social security potentially running out, why couldn’t it be an option for the govt to put $5k for every baby that is born in a year into an account Invested in a govt share class S&P 500 fund. Historical average is 10%+, which would provide roughly $2.7 million for a baby born today. Eventually, this would eliminate the need for soc sec tax, and would only cost $18 Billion a year instead of several trillion a year being deposited into the trust.

like

Currently 31 with 6.5 YOE and single . Should have NW of 250k by end of this year. (No significant assets in India). Considering this money all reminds invested I should have a decent nest egg for retirement. Have an LIC policy that will be worth arnd 50 lakhs when I surrender it (plan down payment for an apartment). Struggling to convince parents this should be enough for me to move back. They think I should move back when I have more financial security. What more should I plan for ?

like

I am sick of being a realtor! I've been trying for 5 years and have only sold 3 houses. Where I'm from (small Southern town) nobody is buying. Most people's families already own homes and it's just a bummer to see all these nice houses deteriorating over time.

like

Hey fishes, i need advice as to how to invest 200k? Should i go for individual stocks or funds or should i go to financial advisor? If individual stocks then looking for sectors. Can i invest as a VC? Any thoughts or direction please

like

Hello folks,

How does everyone save tax
I'm aware about 80C, nps and home loan interest.

Anything else?

like

More Posts

Hi All

Will be joining Barclays Pune next week. Just wanted to check if Barclays is providing some goodies on Day01 of joining?

I know I'm expecting something but since I have been seeing a lot many organization's providing some really good goodies on Day01 so wanted to check here.

How much should be expected in Barclays with 11 yoe

Position open is for AVP

like

Guys did you hear the big news???

likefunny

Aside from MBB, which firm pays their employees the best?

like

Hi fishes,

I have 2 offers and I am a little confused which one to go for??


IBM- 12LPA fixed, variable not mentioned, role offered- consultant- supply chain
Lowe's - 12L fixed plus 10% variable.
Role- senior demand planner.

Hi guys ,
I have received an offer as technical test lead at
Infosys. Would like to know about the work that I ll be doing. Will it be like managing the team or how ? Any insights pls..

Thanks in advance!! Infosys Limited

like

Is making 10 times your initial salary in 25 years at the same company good progression? Started at 20k and making 210k.

like

Currently working at EY and recently promoted Senior looking to switch into a Business Transformation consulting role. Could anyone provide some insights on the day to day, as we as the interview process? Thank you very much.

WPF merging with Alight Solutions!

like

Hi,

I got offer letter from IBM and since I had had to update joining date ,I send query.When will I get my update offer letter?

like

Anyone in Fort Myers? Moving down in February and can’t wait! ☀️💃🏻

like

Currently at a T2, thinking about applying to an MBB . Question for you MBB 🐠 — if I have a referral and a solid resume, is it pretty much a guarantee that I will get an interview?

like

17/13 check in
Upper body day for me!

likefunnyuplifting

What’s the dress code at BDO? Jeans eveyday?

likefunny

What is the salary range for grade 26 in optum?

I am being offered 17 fix + 81 employer pf contribution + 2.55 variable.

Is this an good offer for grade 26??

Alvarez & Marsal Would anyone here be able to give a rough salary breakdown (base, bonus, signon) for Associate to Senior Associate at Alvarez & Marsal in Singapore under PEPI? Also any information on WLB, culture and progression would be appreciated!

like

Took a minute but finally got my PSG 4s today 🙂

Post Photo
like

What is the role assistant consultant in TCS equivalent to when compared with roles of other companies?

What is the role offered for a team leader in TCS?

Please help with accurate information.

like

Hi guys,

Can someone please refer me in Bny, already on notice. Experienced in fx reconciliations and ops control reporting, also have good experience with SQL and VBA.

Additional Posts in Financial Advisors

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

like

Best technology to use that LPL has?

like

Client had a privately held REIT in IRA. Trying to transfer to IRA I manage to diversify. I need some help. Continued...

like

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

like

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?

like

Dropping my 10 yo son off at school this morning: Me: "I love you! Have a great day! Learn a lot of really cool stuff! Him: "Okay, whatever.

likefunny

Anyone ever work at First Command as an advisor or manager position?

like

I’ve got my first CFP course exam on Monday. I’m going through the American College HS300. Any advice or tips? I feel good overall, but still nervous. Thank you.

like

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

like

What is the most expensive thing you have ever bought? How much did it cost you?

like

*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

like
like

Hey fish: what are some of your favorite business/self-help books?

like

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. 🤦‍♂️🔫🤢

like

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!

like

Any idea what someone with the title of a senior wealth advisor at Northern Trust should be making? Asking to help a friend here.

like

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

likefunny


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

like

Anyone out there still moving (k) plans? My assumption is that it’s at the bottom of every HR priority list and nobody is moving, but I need the validation.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal