Just received an email from compliance that Wealthfront should be labeled as a brokerage account and needs to be closed. Anyone know how to work around this? Using it just for the cash savings account

What’s a good, practical tax book to read for someone who knows nothing about taxes? I feel like I should familiarize myself with them but don’t know where to start/find the topic very overwhelming and dense even as a finance attorney. Welcome to other beginning finance book suggestions too! (Already read Kiyosaki and Ramsey)

What actual stocks you all buying today? Got some cash from settled trades I want to deploy

Hi - any good books recommendations for getting started on real estate investing?

What are some books that have absolutely helped you either working in the investment management space or even just personal investing?

I'm relatively new to stock market investments and have tried to build a balanced portfolio for the long term. Should I hold the stocks for long term or does it make sense to book profits in between ?

Is it too late in our lives to jump into a mortgage?

So my fiancée and I are relatively late in terms of finally landing well paying jobs and being able to save money instead of living paycheck to paycheck. We’re both 36 and currently rent a 2 bedroom in NY and have a combined savings of $35,000 which she wants to use as a down payment on a condo. I kinda just wanna continue saving while renting. I also literally just started contributing to my 401K so I’m also late in the game for that too.

...and just like that, the bitcoin party was over...

This is gonna sound stupid, but I’m honest - I can’t do math. Calculating a tip is as advanced as I get. Thank god for excel formulas and a math savvy husband. At the end of the day, I pay all the bills (I know- but I’m more organized) and make double his salary, what low stress effort (on my limited math capacity brain) can I do to increase wealth?

I feel like I should be doing more with extra money to help us financially, but I’m scared of having to study stocks and understand the numbers. 😖

Without thinking it through I signed up for two cards at the same time I need to spend 8k in three months which is fine but any way to track my second against promotion vs actually loooimg st my state

Where are you on your PSLF journey? I have 2.5 more years before my $250k+ is forgiven. Keeping my fingers crossed for another forbearance extension 😊

Anyone heard of the Select Card?

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

How much you made this month?

I worked with a Junior AD that skipped college and went straight to portfolio school. I was mad resentful of him at first, mostly because I wish I would have thought of that and saved $100K.

So if I were to rent a car from Trips, can my wife (not in Deloitte) drive that car as well? Is she also covered in the insurance? Does anyone know?

Do you use a tax preparer? How do you find a good one? Do they need to be local?

If my company is deducting tax on reimbursements for example relocation, flight travel, mobile usage, etc. Then how to show in tax filing? bcoz as per my understanding it should not be taxable as I am using my money and company is refunding and no extra income. It's like I have already paid once and while refunding company again deducting. Please guide on this issue.

Crypto, any idea about Shiba Inu?

Financial literate people of the bowl, in your opinion, what should be your net worth to buy a Rs 10 lakh car?

Is there a loop hole to having a Roth IRA even if you are over the income limit? How did Peter theil get one? Looking for advice

It is very much probable that the US and some of the EU countries might venture into recession.

Considering the same, is it advisable to join EY GDS at this juncture as there is a probation period?

Does anyone know how much an L6 employee at Amazon with a Construction @ related function makes?

What date does your bonus hit your bank account? State firm and overall division.

How does one most effectively make the transition into management from an Individual Contributor?

I've been an individual contributor for 4 years in Tech, have 8 years of experience total. I'm finding it difficult to make the management transition despite having management experience, performing beyond expectations, and having a genuine passion for enablement and development.

I'd appreciate any success stories or pointers you can offer in regards to this transition.

Ladies, what heels / brands do you recommend for work? Looking for shoes I can walk around in (mostly) comfortably

Hi all,

My boss makes jokes about me being from a different country whenever there is a work meeting or a gathering with coworkers, even though he knows where I am from. This usually occurs when I meet new work-related people or for example if I am in a situation that involves ethnic related subjects.

What is this? This is normal?

Stereotyping?
Racism?

The first time I ignored that, but now it has become a pattern and is bothering me now. I am south-American working in the UK.

Hi fishes,
My sister is completed B. Com - 2022 passed out.

Which is the best domain for her, if she want to move to IT industry.

*Data science
*Aws, Devops
*Oracle SQL. PLSQL

MId 40's Attractive Divorced Male here 6'1" in Nor Cal. Any attractive female fishes here for casual dating

Is it too late in our lives to jump into a mortgage?

So my fiancée and I are relatively late in terms of finally landing well paying jobs and being able to save money instead of living paycheck to paycheck. We’re both 36 and currently rent a 2 bedroom in NY and have a combined savings of $35,000 which she wants to use as a down payment on a condo. I kinda just wanna continue saving while renting. I also literally just started contributing to my 401K so I’m also late in the game for that too.

Which one would you pick?

Big name shop. Shitty account, but you get opportunities beyond that.

Shop with bad reputation that lacks PR and hardly enters awards but has a lot of book-worthy projects.

Trying to find a video example of where a person stays in the same place in the frame but a new scene is revealed by a wipe or mask. So it’s the same person but their wardrobe and set will change around them. TIA

Did you feel “ready” the first time you managed a team? Or insecure?

Looking for salary range for X-ray techs with 15 years experience or more.

...and just like that, the bitcoin party was over...

Thoughts on Open AI? Do you really think AI is the game-changer they're hyping it up to be?

Hi everyone! I am working with my HR to improve our maternity/paternity leave policy. Currently I only get 2 weeks fully paid and then an additional 8-12 weeks at 60% pay (short term disability). I need some examples of companies with less than 100 employees and what your maternity/paternity policy is. Please include company name! Thanks!!!

Any audio book recommendations to listen to when backpacking / vacationing?

Does anyone have a preferred car service company? I am looking for a service that can consistently provide traveler alerts such as when car has arrived, passenger is on board, trip competed, etc. across US cities. I have found a company that will do this when I book travel in NYC, but when my Professionals arrive in their destination cities the affiliates do not offer this same feature. Any suggestions? Thank you!

I’m looking to take some certificate classes. Can anyone point me in the right direction for affordable online classes?

Is it too late in our lives to jump into a mortgage?

So my fiancée and I are relatively late in terms of finally landing well paying jobs and being able to save money instead of living paycheck to paycheck. We’re both 36 and currently rent a 2 bedroom in NY and have a combined savings of $35,000 which she wants to use as a down payment on a condo. I kinda just wanna continue saving while renting. I also literally just started contributing to my 401K so I’m also late in the game for that too.

Do you use a tax preparer? How do you find a good one? Do they need to be local?

So a lot of hate towards Whole Life Insurance, could someone please explain why they are so bad? Thanks

Is there a loop hole to having a Roth IRA even if you are over the income limit? How did Peter theil get one? Looking for advice

Marcus HYSA rate cut down to 2.0% :(

Anyone ever take a taxable withdraw out their 401k? What was your reason for doing so? Knowing what you know now, would you have still done it?

Can I still do a backdoor ROtH IRA for 2021?

I have ~50k in a hysa earmarked for a future down payment. Would it be wiser to backdoor that cash into a mega Roth to increase earnings and then take out what I need in a year? Or better to keep them separate

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

What’s the point of income thresholds for IRA Roth contributions if you can just back door into it when you make too much? You can still contribute $6k either way right?

I'm thinking of entering the show The Ultimatum marry or move on

Can anyone invest in Roth IRA asking with 401k or is there a limit based on salary? I was told if you are making above X, you can't invest in Roth IRA. If this is true what's is X amount?

Anyone know about equitable advisors?

Any one know the fees associated with transferring between Vanguard target funds, 2065 to 2055 for example

Father who’s living in my home country is transferring an apartment ownership to me. Should I be worried if this is some sort of a signal, maybe about his health? Also what do I need yo be aware of legally and financially?

Can we file separately as a married couple if I have already contributed to the IRA for 2020? IRA guidelines say married filing separately cannot contribute to IRA but well too late lol

I've been saving for a down payment (NJ) and have a little over $30K saved so far. Where is a good place to park this money?

Make 72k with not a lot savings at the moment since I am new in the workforce. Any advice on how to break into real estate.
Also already own a primary residence.

How much of my income should I be saving? Recently opened a savings but I don’t know what’s a decent amount. Making $90k.

Did anyone get a jumbo loan with less than 20% down?