Just initiated a 401K rollover for a very sweet couple, both aged 63. They both spent the last 17 or so years working at Wal Mart. Not in corporate, but in regular ol' stores.

Has anyone noticed how attractive realtors are or is it just me? Recent studies show the more attractive the real estate agents, the higher the listing price of the home.

Hi everyone

Is there any disadvantage if I get relieve on Friday compared to on Monday?

What I am thinking is I will be loss pay for sat and Sunday?

Actually my last is 27th
I asked for a week early relieving so thinking about this.

Thanks.

What is your agency’s maternity or paternity leave policy?

Hey everyone! I am currently working as a BA 3 on market expansion and I want to pivot to financial services. I’d love to do strategy, internal consulting, or BA. Downside is that I don’t have a business degree, I studied healthcare admin. Is that a big deal, especially considering my experience?

Would love any advice on how to break into a new industry!

Current:
Business Analyst 3 (FT) (Recruited for this role)
VC Assoc. (PT (UNPAID))

Previous:
Healthcare Strategist (FT)
VC Assoc. (PT) (UP)

Need guidance on what resources o should explore to review opportunity zone investments. All suggestions welcome . Thank you

Love how BS credit score is. Got my score up to 800 last month only to go on vacation so my credit utilization went up to 8% due to the increased spending and my score dropped 35 points because I didn’t immediately pay the balance after charging the purchases. I always pay my balance in full each month and have never missed a payment, how is 8% credit utilization determined to be that big of a risk that my score got immediately wrecked, I don’t understand

What are some employee benefits provided by Wells Fargo?

Small business owners, what's your retirement plan? Please share whether you have another job or just your business too

Any recommendations on credit cards with lounge access? Currently have the Chase Sapphire Reserve which has Priority Pass, but have been turned away from lounges not accepting PP at peak times

Looking for some tax advice. Parents currently own NYC coop. They purchased at insider price so they have a lot of equity; low cost basis. Market value is $1M+. What can they do to lower tax bill when comes time for inheritance?

Welcome to the Retirement Plan Advisors Bowl. The goal is to give advisors of Retirement Plans a place to discuss the challenges, opportunities, and daily ins and outs of working with all types of employer sponsored retirement plans.

Newly minted consultant here looking for financial advice.

So I just moved to consulting after B school, and It's more money than I've made my entire life. After paying for rent and living expenses, I have 6000$ left over every month. My student loan payments are about 1200/month at 7% interest. I still owe another 95K on my loan. I have the option to pay more every month and reduce my overall interest paid.
Currently I put about 3000 towards my loan and 3000 towards my savings. Cont'd...

Can someone explain the benefits package for Associate Directors at BCG. I hear health and 401k match is great, but any specifics will help. Also what is the average bonus and range low to high.

Anyone transition from healthcare to legal sector? I reached out to a recruiter because I’m looking to make that transition from healthcare administrative to a legal project coordinator. What are some transferable skills and goals I can best illustrate to recruiters and hiring managers?

I just received an offer to lateral into banking. How does independence affect the stocks I currently own? If I join and my stocks are on a restricted list will I have to sell them? Or will I be limited to being unable to buy more/sell any during the course of my employment.

Hi fishes, could any one help me on how to withdraw of money and how much can be withdrawn ?

I’m 6 months pregnant and scheduled a 30 minute meeting to chat with my HR rep to talk about our parental leave benefits (specifically how to navigate taking additional, unpaid time)…. She declined the meeting and directed me to review the policy documentation online and email her with any specific questions I have. Is that normal? Feeling a bit unsupported but also not trying to overreact

Anyone ever travel w/out credit card, to later find out you don't have enough loot? Is there problems expensing using someone else's cc?

Hi,

I will be joining PWC AC bangalore soon.
Is there any policy for higher education support(executive mba) or support/reimbursement for certification like TOGAF, scrum, PMP or other certification to take our career development forward.

Thanks

How important is prestige for exit opportunities compared to actual work done? Will a big name firm always trump a smaller less known firm that your average person doesn't know?

I have offer from KPMG India and PWC AC Banglore. Package is almost the same. PWC AC has Canada shift with permanent wfh and KPMG India has hybrid work model in pune location. Please suggest which one is better in terms of growth , wlb , culture etc

Does anyone have a POC at TikTok regarding gaining access to their self-serve paid Ads platform? Anyone having trouble gaining access to it?

Anyone knows MBB manager salaries in Toronto?

How is stay at home going to be enforced? Can I drive and pick up takeout and curb side shopping?

Hi all, I’m currently a solution architect with 1yoe and two bachelors degrees. I also hold two cloud certifications and make 60k a year. This seems very low considering what I’ve seen for average SA salaries for those who hold the AWS SAA certification. Was hoping for some insight on this and if I should seek more compensation. Thanks!

I need one like to start chats. Appreciate your help

I have got Gurgaon as base location in offer letter. But since I lost a parent(my father) and relocating is kind of not possible for me at this moment can I ask them to relocate me to Kolkata?

PS - I am a campus hire so a fresher - Analyst

Memories flashed back while lying on bed looking at the ceiling fan... 😉

**2007: Used to stay opp. to DLF1 for 4 yrs(b.tech days). Back then, "Bhai, Technopolis chale" used to mean let's go and 'score' some good stuff.🙊🙈

**jumpcut 2022: After staying 10+ yrs outside West Bengal, now Technopolis means my upcoming office. Damn!😀

Pwc sdc, Ey gds, kpmg us, GT us, everyone giving WFH flexibility.
Why deloitte usi kolkata is forcing us to join by August'22 ?

Today I learned a new thing. One candidate was referred by a colleague of mine in the system. He got selected and offer letter rolled out.

When he checked the system he realized the referral was not taken and the background system captured it as direct hire.

So my friend is not going to get any referral incentive.

Wondering if anyone else faced the same issue?

I need help.
I recently joined a small-sized product based company.I have not been able to get along with my manager. He does not give me full information on assigned tasks and expects me to follow his order to the letter like in a military. When I ask him doubts he either scolds me or laughs at me like I am dumb. Because of this i am literally scared to talk to him. I am almost depressed because of this. I don't know if it is my fault and if mine how to improve myself.I am very sad bcoz of this

Accept an offer beyond your expectations (and wildest dreams) or negotiate for the experience /life long earning potential/gender gap reasons?

Current earning 85K package
Offer 130K package

Has anyone undergone laser treatment for acne scars on the face? Are you happy with the results? How much did it cost?

Good morning everyone!
I am currently looking into switching careers and going into real estate. Does anyone have any advice/tips on the best way to start the process? Thank you!

Hi Fishes,
I have total 2 years of experience as a ServiceNow Developer. I am planning to switch from Accenture to other organization but I am not sure which offer should I take?

Infosys Or Wipro - having the same offer around 12 lpa

Which of the above organization will be a better for learning and growing opportunity as a ServiceNow Developer? Which one of the above is better?

Anyone finding it harder getting managed money biz? If so, what changes or adjustments have you made in prospecting or sales approach? Thanks.

What are some signs of burn out? This is my first professional job and i’m not sure what the signs are.

Any book recommendations? Here are a couple that I've recently recommended:1) Freakonomics2) Super Freakonomics3) The Big Short4) Never Eat Alone. Please add as you see fit!

International financial advisor. I’d like to do a hypothetical proposal for client. My go to has always been JPMorgan. They now can’t do it. Anyone else?

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

Best music/audio to listen to while working?

Do y’all carry cash? Like i know carrying cash is a good thing to do by how much average do y’all have on your person at a time?

I do not prospect. I open accounts while slamming a revolving door.

Is the use of "kind of and "sort of overused public speaking? I have been working with colleagues who use this terminology all of the time and it's rubbing off on me. Precision is lost.

Spoke w partners at my firm about expanding branches over the next 5-10 yrs. Part of the focus will be to buy books but also bringing new advisors. Would you make the adivsor sign a noncompete?

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

What is one thing you wish your friends and family understood about your job?

I’ve been offered a position with Fidelity as a Financial Consultant. I’d like to hear any pros or cons from anyone familiar with the position. Thank you!!

For all those that have taken on a trainee to team up: what do you think is a fair split?

For those who started at insurance company to gain experience and moved, were you able to take variables(non-prop VAs, VULs), b/d books with you?

Has anyone partnered with SOFA, society of financial awareness a non profit. Gets advisors in the door at companies for purely education.?

How many hours in one day puts you over the edge of not being able to be productive anymore?

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?