Is there an app/software to consolidate and track your investments across different asset classes? (ETFs, stocks, bonds, crypto)

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Guys ..
When will final settlement take place? What will be the components of it?

Do you use a series LLC for real estate holdings? Why or why not?

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Incoming MBA, I have my tuition paid for and rent covered (I will be an RA). So the only thing I need to pay for is food and entertainment. Do you think 20k is enough to last me through the 2 years? I will make a little money interning in the summer, so that would be a safety valve if I blow through the 20k.

Or… should I take a small loan?

How much is Sodexo card amount in BNYm. And can we claim Wifi Amount also ?

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I’m 36 and I recently reached a net worth of 1 million dollars. I thought I was doing good but then I see other people with several millions and can’t help but wonder how they got there.
I feel I’m doing everything I’m supposed to (I save, I invest, I max out my 401k, IRA, etc...).

What can I do to upgrade my game and reach those higher numbers?

likesmartfunny

What’s your target retirement number and at what age do you plan to retire?
Of course I know it depends on a wide range of factors, but I’m curious to get a sample from this group.
Mine is $5M at 55.

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Fish fam - quite new to all this and would appreciate your support. if I am based in a high income tax state but work on site in a lower income tax state. Can I claim the paid taxes back from my home state or do I always pay income tax based on where my home office location is?
Thanks

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Any great personal finance/investment books to read? Or even YouTubers/Podcasters

Really looking into expanding my investment horizons — particularly about learning about how to allocate my investment portfolio. Also, always nice to learn about better ways to save and cutback.

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Canadian 🐠 Which ETFs are you buying right now?

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Should I lump sum $150k into the market or DCA? Just looking to grow the money, no other short term plans.

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Anyone know if Deloitte allows for a mega back door Roth? How would I confirm/ do this?

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Which service(s) do you use and can recommend to send money to India?

I accepted a new offer and put in my notice this week and my company provided a counteroffer. The offer is lower than my new offer but I know it’s the best they can do. Financially I do need the money but I’m also tempted to stay because my current team is so great. I have 2 questions 1) when does it make sense to prioritize workplace happiness/ balance over financial well-being? 2) if I go back on my offer acceptance should I consider that bridge burned?

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Decided to payoff my mortgage.

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Should I ask for a refund for my Delta flight or keep it as credit that can last til 2022? Delta is losing about 50m a day, so it’s a bit concerning. What would you do?

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This is my first recession as a working adult. Is there anything specific one should do to prepare? But ibonds? We typically invest ~$8K a month into a brokerage (already have an emergency fund in actual cash but it’s maybe 2 months cash), but wondering if I should stack a bit more cash?

No worries about job loss or anything in the recession, just trying to see what others investment advice in this time would be.

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Why do people accrue prepaid expenses?

Is it mandatory to submit previous employment declaration while submitting Income tax declaration. Or we can just skip this. Since this is my 2 nd company not aware of this much. What happens at the end of financial year if we don't declare previous employment declaration. Seniors kindly help🙏

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SAP 🐠, If you have a chance for a “do-over” in your SAP career, what would you specialize? OTC? PTP? Finance?

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Has anyone ever transitioned from account management / customer success in tech sales to PMM? Any advice for pursuing this route?

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Hi fishes,
After joining, both laptop and desktop is sent. Is it done for everyone or for specific domain? And does this mean the flexibility of working from anywhere ceases to exist?

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🐠 who were counseled out & now unable to start a new job due to COVID-19 hiring freezes—were you able to get unemployment? If so, how? Not sure how to answer the application questions about how/why I left the company. TIA for your help

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Tips for 6-month eval? Originally hired at 35K as assistant and was told if I performed well, I could expect to make 50K after a year. After one week, the operations manager resigned and I took over as a trial. Officially am operations manager, but no title (only verbal) and no raise. Owner likes benefits over big pay raises. Thinking about asking for 46K, new cellphone and official title change. I'm expecting some negotiating, which I've never done. 24F, AA Bus Admin, and overall good employee

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Why does Siegfried have such a negative reputation?

Hi all, anyone aware of tiffin services in hitech City Hyderabad?

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What are your favorite apps that encourage healthy lifestyle in your patients that might need changes in that area?

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Hello Everyone. Please does anyone know where I can go for practicum(kind of like clinical) to conclude my MSN in Nursing informatics. I am located in houston and I am currently attending Chamberlain university. Thanks in-advance.

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Anyone else still at work? Because I am.

And some people wonder why I started this bowl.

My partner and dog are sitting at home waiting for me.

Sigh.

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Thoughts on AdEx ?

Paypal friends, help me out... With 4 yr YoE and Data science Tech stack... What package should I ask.. my current is 14.8 lpa fixed

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Hi Guys,
My joining date is on 26th December but I haven't received any mail regarding joining and orientation yet.
When can I expect the same? Any Idea..!!
Please help

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is BCG hiring a experience hire class of associates in march?

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I don't understand the point of hiring candidates. Its been more than two months and i am sitting idle. There is no updates from management. I am getting info like i will get half salary this month because of the bench policy. I m confused what to do next

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I work with great people. Really can’t say anything bad about my firm in general either. But…I still dislike the entire premise of law firm life, the billable hour, etc.. I’d love to work in a law school setting as a counselor or something but I can’t afford the pay cut. *sigh* Does anyone feel like being a lawyer is just doing homework all day? First world problems I suppose. I’m very thankful to have a job ❤️

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As glad as I am that Minnesota is moving so quickly to charge Potter, I can't help but wonder if she were a man if they would be doing so with the same enthusiasm.

Thinking out loud, not starting a debate.

likefunny

Is Assistant Director at EYP same as Senior Manager at Accenture?

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I’m a junior in big law and in the short time I’ve been here, I’ve noticed that counsels produce perfect drafts and yet aren’t partners but partners can’t write two sentences without numerous typos. Shouldn’t counsels be partners and partners counsels instead?

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Where does ZS offer MBA program as part of advanced career programme and how much amount is sponsored by ZS? And after how many months post working with ZS one will be eligible for it ?

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Additional Posts in Personal Investment Chatter

At what point does it make sense to buy a home? I have ~700k in the stock market and a lower than average salary currently (80k) and pay 1800 a month in rent.

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Realized some gains from a trade and I have 5k to move. I’m looking at TGT or WMT as an alternative play to AMZN. I’m looking to start a long position 3-5 year hold/add and reap some dividend reinvestment. Any opinion of which one to go with?

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What are your favorite personal finance books? I just read Rich Habits and really liked it. I am also reading the Psychology of Money. Looking to read some more!

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Which high yield savings account do you recommend?

likehelpful

Used car prices starting to come down?

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Looking to invest money with a Schwab brokerage to save for a down payment on a home. What ETFs should I invest in?

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For my marriot members. Which cc do yall have for marriot?

like

What’s your target retirement number and at what age do you plan to retire?
Of course I know it depends on a wide range of factors, but I’m curious to get a sample from this group.
Mine is $5M at 55.

like

Any great personal finance/investment books to read? Or even YouTubers/Podcasters

Really looking into expanding my investment horizons — particularly about learning about how to allocate my investment portfolio. Also, always nice to learn about better ways to save and cutback.

like

Canadian 🐠 Which ETFs are you buying right now?

like

Anyone know if Deloitte allows for a mega back door Roth? How would I confirm/ do this?

like

What to do with a large sum of bonus money coming in in next couple months ? Suggestions

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This is my first recession as a working adult. Is there anything specific one should do to prepare? But ibonds? We typically invest ~$8K a month into a brokerage (already have an emergency fund in actual cash but it’s maybe 2 months cash), but wondering if I should stack a bit more cash?

No worries about job loss or anything in the recession, just trying to see what others investment advice in this time would be.

like

What is the best platform for cryptocurrency?

likefunny

Did not sell some of my underperforming stocks before end of 2021. Can I sell now but include them in 2021 tax return? Remember there is some grace period for this.

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Why is Oracle buying tiktok? seems utterly far stretched away from oracle’s current business model

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likesmart

Max out HSA or IRA first?

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I started a small LLC on the side. My company is getting it's first client this month.

Wondering if any 🐟 have recommended resources on setting up initial consulting business thru an LLC.

Books, websites, tax strategies etc.

My LLC is already incorporated, but looking for guidance with the next steps (creating contracts, invoices, etc)

likeuplifting
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How do you start searching for mortgage loans and what do you look into lender

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