Just got a financial planner/advisor. Tips on prepping for the first/intro meeting?

Hey there! really need a change in pace from being in higher levels of care, and am wanting to go part-time with my company and private practice, but I want to buy a house in the next year and am worried about finances. Can anyone speak to the hardships or successes or a counseling of practice and/or buying a home shortly after starting one? I feel trapped in my current job because I’m worried the timing isn’t right.

How do you justify spending twice as much and saving not very much? As a post mba working professional in the city. What makes you think it’s worth it when family expenses may come up?

Which luxe car do you own/ lease? I’m gravitating towards leasing a Mercedes.

Hi all! Would any of you place a bet with a NFT you own, with the possibility of winning another NFT or walk away with nothing?

Any good personal finance resources for new grads? How to choose a savings account, how much to invest, etc.

I get why property is so expensive in Manhattan: it's an island. But in the Bay, it's like it's an unforced error

Can I move to Florida the month my bonus hits and not pay any NY State tax on it? Or would I just declare that 1/12 of the year I was in Florida and get the pro-rated refund from NYS on my overall Pay

Why do there seem to be so many comparison threads of achieving XX salary/net worth by age Y?, especially amongst younger people? Is this the fallout of social media and do you think it’s a generation-wide thing, or just contained to folks in “preftigious” circles?

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?

What price per sq foot to investors start buying in the north ATX home? My home is on the market and not moving. Trying to understand at what price point does it become attractive to investors

I am exploring job option at RSM. What are 401K and HSA service providers for RSM?

Brand new into my career and I’m trying to juggle wanting to max my 401k, Roth IRA, and HSA, while also saving for a down payment on a house! I realize that with my current salary ($78k) doing all this is too ambitious. Any advice on streamlining my priorities and which ones I should give up on for right now? If anyone else has gone through something similar early in their career what did you do?

Company offers 200% match on the first 3% of 401k contributions, vested immediately. How is that relative to other firms?

Looking for a panty dropper used car for around 40k. What would you suggest? Considering a wide range of options from x5 to F type

My base location is SAn Francisco, but I have not lived a single day in California this year (not planning on being there this year either). Am I eligible to get a refund on all my California taxes this year?

too ambitious to seek a 1-bed EV / stuy town on 100K ? If you have a success story please share (or send BK recs)

How common are credit checks for roles in accounting or finance positions? Will high utilization on credit card balances and low credit score be a deal breaker? I’ve been irresponsible and made mistakes, but wondering if I can switch jobs now or if I’m best off waiting 1-2 years and cleaning up my credit first.

Any tips or tricks for a first time home buyer saving for mortgage trying to avoid pmi? Any advice appreciated. Cont.

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

Just got a job offer but they are only giving me until Monday afternoon to decide. I'm currently in process at several other firms and the recruiter said they can't/won't give extensions. How bad is it for me to accept and then decline if I get another offer? The other companies would be paying 15-30k more and I feel like that's way too much to give up especially right out of school. I emailed the other companies I'm interviewing with to see if the process could be expedited and (1/2)

Hi BNY employees,

What was your last rating ? Hike % & bonus % of CTC ?

Provide your input in comment.

I am looking to get a referral to a Fintech company! Preferably in operations or project management.

Do you still write thank you emails after interviews? A lot of the roles I interview for these days are coordinated by recruiters so I don’t see the interviewers emails

Hey all,

What are some PE firms (likely mid-market) that specialise in doing Entertainment deals, especially in gaming hardware, software, solutions that underpin the value chains ?

Is it easier to go from McK to BCG or Deloitte to BCG? If one is easier, how much easier? And do BCG recruiters ever poach from McK or is that a big no-no?

What are the easiest practices within S&C to go from A to C? Or does this not really matter? Anywhere I can objectively see the performance of each practice?

Has anyone successfully moved laterally in an org to escape a bad boss? How did you do it and how did you handle any political ramifications? (cont)

Shooting stars tonight at my island! Will post a dodo code tonight

Hi 8.1 YOE as a business analyst, 2 offers IQVIA -20lpa and wipro -24 CTC, got 45 days remaining before joining. Should i expect higher offers? Around 30?or stop looking for it?

For those that started their own shop, what do you wish you knew at the beginning?

Thoughts on Wealth Management as an industry? Offered a role to work under a senior FA and eventually take over the book (~$800M AUM and growing). It sounds great, but I am worried about the disruption this industry is facing with Robo advisors and other low cost, DIY options. I’d want to make sure the clients stay through the transition, and I don’t want to join a dying industry. Thoughts and advice?

How many interviews should I expect for manager role in consulting with Big 4? Is there an offer after the “super day” or more follow ups?

Hello fishes, I am not able to understand why D&A competency in TC is doing EPM implementation projects using Oracle. When there is a dedicated competency for Oracle ERP implementation. Anyone having some idea please help understand this.

Pro tip: live close to poorer people to feel rich. The feelings of wealth are extremely subjective and is mainly based on comparison

Anyone else long on AMT?

Is it just me or other people have also seen people hooking around near cricket ground in Infosys Pune campus.
In the afternoon and night shifts obviously..

Every time I upgrade gear, I save the old one “just in case”. I now have a mountain of dusty gear I can’t bring myself to get rid of. Does anyone else have trouble letting go?

What are the best prep materials to prepare for the CFA Level 1? Looking for some recommendations.

HYSA anyone recommends?

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

Just checked my credit score and it’s an 835. Is it possible to ever get an 850? If so how? (Know it’s not impacting any of my loans, just curious)

Would love to get insight from folks here as I’m not quite sure what to do. I currently have around 14K in student loan debt and enough saved up to pay it off in one fell swoop. What I’m struggling with is whether I should invest that money into the stock market (thinking less risky S&P 500 ETF) and pay off my student loans monthly with the average payment being around 1000 so I can pay it off in about 16-18 months (due to interest being around 5%) or pay it off all in one go?

If I have two 401ks (current job and previous job), does the 19k limit apply to both of them together or 19k each?

If I were to rollover a pension lump sum into one of those 401ks, is counted towards the $19k limit? Or is rollover classified differently and I could still continue to contribute to my current 401k?

How do you earn $500k and still feel average?

Does anyone else think that IBKR’s customer service is kinda shitty compared to other brokerages?

Using Robinhood to do some day trading. Bought a share of Amazon a few months back and have almost 30% ROI. Should I sell? It seems like it is too high right now and the bottom could fall any moment.

Anyone else long on AMT?

For those thinking about buying airlines, Warren Buffet just sold some massive stakes in Delta and Southwest for significant losses. The ultimate value/buy and hold investor selling out is a sign.

I have 4k that won’t need soon and thinking about were to spend it on.
A. Student loans at 5%
B. Invest in stock market

Mutual funds you have your eye on right now?

Have about 100k in cash, wanted to get into market. Any recommendations on One time buy vs dollar cost average? If DCA, what’s recommended schedule- weekly or monthly?

Recently received 30k and wondering what to do with it. Not yet a homeowner but also not sure if we’re ready to buy anyways. Have a young baby. Any advice on how to figure out best use?

Come from a no money family & limited financial savvy. What’s an easy way to open and manage a personal investment fund so my savings makes me more money, similar to my Roth 401k. Thanks in advance!

Anyone looking at airline stocks or ETF play?

Will markets jump upwards the day Putin dies?

Any good ETFs to invest Roth into?