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.

Best way to store coins? Best wallet to use?

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.

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

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...

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

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

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?

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.

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

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

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

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

Recommendations for tax filing in Chicago downtown?

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?

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.

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 ?

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.

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

Hello folks,

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

Anything else?

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

Guys did you hear the big news???

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

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.

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

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!

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?

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

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?

17/13 check in
Upper body day for me!

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

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??

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.

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.

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!!

Best technology to use that LPL has?

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

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

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

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.

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

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.

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

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

*** 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.

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

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. 🤦‍♂️🔫🤢

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!

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

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

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

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.