Just curious on how many people in this bowl moved to low-tax states throughout their career

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Seems like all of the Boston partners are doing it.

I moved to Texas for a tax savings up to 30k/year

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What do most people invest in for their Roth IRA portfolio? I’ve heard target funds and ETF’s..which one is better?

Best resources/books on getting personal finance in order?

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Looking at investing in FedEx and GameStop. Check out Forward PE and PEG, good earnings growth and operating cash flow. Thoughts?

Fishes honest opinion needed. Me and My so presently live in Arkansas, living in our first home with a child 4 year, both of us recently changed our jobs and have HHI ~ 420K, current mortgage 1600/month. We are looking to move to Dallas and thinking of buying a house ~996K with a 15% down. Questions -
1. Should we go for house of that budget? We can afford, but asking based on market.
2. Should we down 15% or just 5% ? Or go for 20% ?
*Getting a rate lock 4.25% 🤞🏼

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Curious if anyone has invested a big amount in one stock let’s say buying 150k of CRWD in may based on gut or conviction however you may put it. Want to have a discussion around lessons learnt and ways to derisk.

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Max out 401k before contributing to taxable brokerage? Roth IRA is already maxed out.

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Single and childless but would like kids. High income and maxing out all tax advantaged accounts I can but was thinking of starting a 529 in my own name to be transferred to future kids. If I don’t have kids maybe transfer it to my nephew. Thoughts, pros, cons?

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I’m trying to buy my first house and my wife and I have a few IRAs from previous employers (Roth and non Roth). I read I won’t be penalized if I take out upto 10k from my IRAs for a first time house (except for taxes on the non-Roth accounts). Anyone know how true this is, how the process works, or have any advice? Is it a good idea

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Do I need to sell cash sitting in my fidelity core position to be able to use that?

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Finished Rich Dad Poor Dad and appreciate the emphasis on creating alternative cash flows (vs. just income). Does anyone have book recommendations on creating wealth? I've focused heavily on income + 'safe' investing, but intrigued to learn more.

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Do you think there will be another housing bubble burst in the near future due to COVID? Assuming relative job security, would that be an opportune time to invest in Manhattan real estate?

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For EESP - which is better share withholding or payroll withholding? Thoughts?

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Im so happy! I just paid off all my debts!

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Incoming BA - any advice/links on the math for the best credit card for personal use?

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Hello Fishes,

I have joined hcl on 24 th sep 2021 and my last working day here is 18th May 2022.
Today I received my provisional full and final settlement and the payable amount is negative -11454. They are recovering the full AMPB amount which I got from September months.
I have heard from this platform only that hcl stopped the recovery police but still I got the negative fnf.

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Anyone have experience with Donut app? And their 4% APY? Had any issues pulling money back out? Whats the risk here?

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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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How to transfer PF after joining new organization.

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Inflation report out today. Question- Does this report comes out every month?
is there some fed announcement or meeting schedule for the year?

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Honest question but are you able to tie your work directly back to making a difference with sustainability? Or do you feel like a lot of these roles are just optics? Asking as someone who really cares about the subject

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Hi guys,
I got an offer letter from citi bank but the HR said its not confirmed yet. It will be confirmed after doing the background verification. How harsh is background verufication and when should i expect BGV done and is there aby case of terminating offer due to background verification.
@citibank

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Is there anyone who can discuss the current development trend of the world economy? I am very willing to learn and share what I know.

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Hii Fishes!!
I am currently working as a Module Lead QA with 5 year of experience. I am into manual web application testing including API testing and SQL knowledge
Can you guyz please suggest what salary should I expect from Indian market these days. Also what is the required set of skill at this stage?

OPEN ROLE:
Administrative Assistant in San Francisco
MUST have a background in Financial/Banking Services and have a stable work history.
This is a very stable, growing, and reputable company.

$75-85k

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Amazon Web Services Can someone refer me for operations manager position in Amazon Web Services Amazon ?

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Is VMware providing permanent wfh?VMware

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Big four presence in Philadelphia, which firm audits the sports teams.

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What should a Managing Director make at a global shop in NYC? Not office MD but runs a group of accounts. 15 yrs experience.

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Hey anyone here?

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Looking to buy a model Y. Test drive it yesterday. Feels a bit sporty (not luxury comfy). Debating:
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Terrifying scope of Capitol attack becoming clearer as Washington locks down for Biden's inauguration

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What’s the normal pay increase from SWE 1 to SWE 2. Not a FAANG company, but Fortune 500.

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Currently working as a finance analyst II for a fortune 100 company in a corporate finance role. I'm looking for a job where I can utilize my soft skills more, whether that's in sales (tech or medical), consulting as a business development representative, or some sore of client relationship role for an investment bank. I have about 2 years of full-time experience. Any recommendations for exit ops?

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Soliciting ideas for a big closing lunch with clients - near or close to bryant park, my first pick was Gabriel Kreuther but they only do Thurs/Fri lunches (ours would be Tues). Ideas for upscale restaurants appropriate for corporate clients? They said “anything but steak” ha.

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Any POC M&A midlevels here actually feel you are treated fairly? What firm? Have been at 2 firms and have lost hope any M&A groups exist that grant us the same grace and opportunities as others :/

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Hi all,
I have received an offer letter from Axtria for L1 analyst role.. They are offering 8 lpa.. What will be the in-hand salary? Also is it good to leave infosys and join Axtria? If I accept the offer letter, am I supposed to Compulsorily join Axtria?

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Additional Posts in Over 50 in Consulting

Don’t think if my self as depressed, but definitely struggling to give a sh!t recently. Covid, WFH and the craziness of the political drama is definitely a factor, but can’t help but think age and career point is more so - struggling to get excited after 30+ years of the grind.
Looking for suggestions

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Do you use or have you used First Command Financial Planning? If so, what’s your experience with them?

I'm so tired of working. I just want to buy a little place in the country and live a simple life.

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Any one considered doing part time Consulting engagements via Services like MBO, Catalent GLG etc. Seems like a good way to stay in the game earn some extra income but do it on an Ad hock basis.

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At this point in career, would you take a step down in title to grab a transfer opportunity and get out of a toxic work environment ?

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Do big4s have any history of offering early retirement packages?

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Gotta say I LOL’d at this.

Post Photo
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It will never be the same again

Post Photo
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Who remembers this?

Post Photo
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Has anyone here ever tried negotiating “at will” employment terms in the US? I’m curious what specific terms folks have asked for and how the potential employer reacted.

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Weird question alert: When did your daughters start “developing?” Noticing signs in my soon to be ten year old, which is a little concerning, as my sister has huge...tracks of land. Would rather my daughter didn’t have to deal with what I remember she had to. Anyone remember?

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Is anyone changing their retirement plans based on COVID-19 realities and the future of work.

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What’s the next move when you’re this age, at plateau of career, not going any further and burned out, but have to work for at least 5-7 more years? Would love to hear from those who made a fulfilling move.

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Yesterday my younger brother called me looking for good hidden swimming spots in the mountains. He was up there with a bunch of friends and their original plans had fallen apart hard. And I go much more often than he does.

I told him I had map pins that are EXACTLY what you need for these hard to find places. I can send them in 10 mins when I get home.

Reply? Forget it, I'm all set.

Yep, 10 mins is too long. Here I was expecting "Wow! That's fantastic!" How silly of me.

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I’m think only we can appreciate this thought.

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What do you suggest people under 30 do to put a stop to ageism?

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I’m 51 and a consultant. Am I too old to be this level. Starting to feel like it.

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Wondering how Accenture is doing with layoffs? Is it a viable company to consider?

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