Looking for a tax planner and/or financial advisor in the Bay Area. Please comment or DM me.

Only personally tried and tested recommendations, there is so much nonsense and noise otherwise!

PS- Single, Indian, 39f, recently moved from Chicago and no tax instrument that I use!

Has anyone used the Warton Group to purchase 401k leads? How was your experience?

How much (%) should I contribute to my Roth 401K

Do you have a money or business coach? If so, what kind or how do they help you?

If you don’t have a coach, what would be your criteria or circumstances to consider investing in yourself through a coach?

When building your net worth projection, what % YoY real income growth do you put in for once you’ve exited from consulting into a Corporate role?

Question: Are you technically supposed to put any profit you made from the sale of a vehicle on your taxes?

How much are total monthly payments of the house your own and live in (including mortgage PMI, insurance and property taxes) vs your salary?
Mine is $4500 for a $186k salary.

I am in Colorado and planning to sell my home and finding it very hard to choose an agent. When I look for recommendations on I see lot of self claiming realtor agents which i am not comfortable. What

Passive income ideas for consultants...real estate, Stonks, what else?

(1 of 2) Help needed...

Context: Married with first baby on the way. Plan is for my spouse to stay home with our (future) kids for next few years. My income is $250-300K and keeping it that way for a while as I’ve moved off partner track for at least 2-3 years as we start our family.

$120K in retirement accounts, $70K in cash, $50K in home equity, and $6K in HSA

Beyond mortgage, only debt is a $25K private loan that we can pay back any time in next 5 yrs. and isn’t accruing interest.

Does anybody have a financial advisor they trust and recommend in the city?

Interested in others opinions.

Early 40s. No debt. Currently have ~50yrs worth of [annual expenses+15%] between savings, investments and 401k (not including future social security). Current savings ~1.5yrs [expenses+15%], 401k ~12yrs [expenses+15%], and investments ~37yrs [expenses+15%]

At what point would early retirement be a serious consideration for you, given no interest in increasing expenses (other than inflation) or any other substantial changes, with satisfaction in life outside work?

Moved to Cambridge a year ago (love the neighborhood and proximity) and looking to purchase a waterfront condo in East Boston. However, I've heard mixed reviews about EB. Would appreciate any insights or experience living in East Boston. Thank you in advance!

I'm from Baltimore, and lately, we have had a crazy buying spree, I mean I have sold the same property 2 times in less than 2 weeks, and the person who bought it immediately put it on the market and made an average of $25k in less than 5 days. Many reports show that investing in Baltimore and Philadelphia is the future, I don't doubt it. What is the fastest you have ever resold a property?

Just curious, as an A&A, how much money do you actually save / invest vs. spend? I find it difficult to save up tbh. Does it get easier once you move up or your spending just catches up with your pay

Anyone selling their international tax in a nutshell book 12th edition? I prefer to buy used.

Financial question: recently got a credit limit increase to $12K per month, although I only average around $850 of a balance on it per month. Is it bad to have a really low utilization %?

I’m wondering if it’s best to have both 401k and IRA? Do most people? Why / why not?

How can i buy and sell stocks in the UK? How much are the taxes?

With a multi year market bill run, real estate crushing it, cryptos and startups flourishing, the number of millionaires, decamillionaire, centimillionaires and billionaires is growing rapidly. Add inflation in the mix and I worry that my former FIRE goal of 10M by 50 just won’t cut it the way the world is moving. Heck, I have more friends than ever sitting with a household net worth of 10M at 35-40 not to mention all that boomer wealth transfer coming their way. How to plan?

Anyone from Centerview that can answer a few questions?

If there is a mass exodus of folks from California happening, how is it that California housing market is rising? It makes sense in Texas because of low supply.

I am scared to give tech interviews and I always feel that I am not ready yet although I am performing very well at work. Any tips?

What resume format should I follow? Looking to refresh my undergrad resume from the basic WSO format (education, experience, leadership, skills). Thoughts on including a core competencies section?

Hi All,
Need a referral for KPMG. I have the Job ID.
Can anyone please help?

-10 yrs experience
-Produced work on mostly high profile brands across all channels
-Solid design chops & pretty decent writer
-Looking in SF or NYC. ACD roles only.

I would appreciate your help. 🙏✌️

A BIG part of me wants to have a career and location change. But too many things and places I am interested in. But not enough call backs 🥲

Hello Fishes!
How is the work Culture and the possible pay-out of Short Term Variable Remuneration at CBA-Bangalore? Also any visibility on On-site opportunities?

Is it safe to corn beef hash at a breakfast joint?

Is a longchamp pliage bag professional enough for a business casual client?

What is your best classroom management trick?

At BCG what is the PTO policy? How much do you start with on day 1? How is it accrued?

Dear All

Requesting you all to kindly provide 1like each for me to enable DMs. Require support urgently, thanks in advance, fishes.

Ladies (and maybe gentlemen),

How many cat calls/unwanted interaction from random man on the street you get on a weekly basis?

Any good moving companies to move from socal to NorCal?

I’m thinking of moving from NY to SF at some point. Is it worth it?

Any recommendations for home cleaning services in mountain view? What are the typical charges? New to the valley.

Anyone know of a good place to buy glasses in SF?

What websites do people use to find apartments in the bay area? Recently relocated and need to find a permanent spot once this is all over

Looking at moving to SF soon. Any recommendations on what neighborhoods to look at? Office would be close to Salesforce tower, so something with easy commute to there would be great. Single late twenties male if that matters. I am interested in areas that are generally not dead and where I can meet people. Thank you.

Hi guys,
Going to my first 49ers game this weekend and was wondering what do you guys recommend for pre game, Tailgate in the parking lot? Or how early could I go have a couple beers in the bars by the gates. Thanks!

Do you tell your waiter/waitress the honest answer when the ask whether you have enjoyed the meal?

I was told not to a couple of times when I think the food are basically not edible.(validated by the whole table)

Hello (= I am very close (fingers crossed) to receiving a job offer in the bay. It’s for a management role (dental clinic) for a start up company but from what I can see, their pay is going to be less than what I was anticipating - any advice on salary negotiations? Cost of living in SF is now the highest in the nation and id love to make the move, but only if it fits financially. All feedback is appreciated. Thank you!

Can you survive without having a car if you lived in SF city itself? Not planning to leave SF frequently.

Hi, I’m desperately looking for marketing and content strategy roles in tech companies. I’m an international student currently on OPT and need h1b sponsorship to continue working. My current employee is not very keen on sponsorship. Switching to tech seems the most viable option at the moment. I’m looking for referrals or any kind of assistance possible if anyone’s team or company is hiring.

Anyone have a good dermatologist recommendation in the Bay Area? Wanting to do cosmetic procedures, lasers, etc.

Anyone living in Santa Cruz and commuting at least weekly to SJ area? Tempted to make the jump to sc

Friends are visiting and apparently tickets for Alcatraz in the official website are gone. Any idea if there is other reliable place/way to get the tickets?? Thanks

Now that Chesa’s out we need to track down every person who voted against him, find out where they live, find out who their employers are, and expose them for who they are. We will continue the fight

Any recommendations for a studio apartment near Yerba Buena SF? Ideally $2200 budget max.

Looking for a place to rent for a ~1 month around Mountain View. Is anyone subletting? Couldn’t find much options on Airbnb!

Hey does anyone know of any summer hardware internships (perferrably FPGA, ASIC or Firmware) in SF or the Sillicon Valley Area? Its been a struggle trying to find one.

Looking for new friends to hang out with in Oakland.

My old friends are getting boring 🤷🏽‍♀️🫢