Looking for whole life insurance. Who is better Mass Mutual or Northwestern or NY life?

What’s happening with the Chinese stocks? Do you think it’ll continue going down or will it go back up?

Does anyone know how to declare in my individual tax return, RSA and Stock Options from a US Company that I have? Non exercised yet.

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.

D 🐠, what was your take home in first year as principal? I assume you all get roughly 350 units and have to finance your buy in. What does that leave for your monthly draw? And after your insurance?

What do you guys think about Investing in palantir which IPOs tomm?

Do any attorneys here also have side gigs? Besides clearing conflicts and having professional liability insurance, is there anything else I need to consider?

What are the perks and benefits working in GE Healthcare? Bangalore office..how are they in terms of pay scale?

Newb question: I’ve heard a lot about never selling your BTC and borrowing against it. I like the idea considering I don’t have much. How exactly would that work?

Good idea to buy some more AAPL right now?

Let's say I were to leave banking and get into crypto currencies (not considering this at all ahem). Does anyone of any crypto currency hedgefunds or trading platforms worth investigating?

Thoughts on Razorfish Health?

We are hiring-healthcare consulting managers at RSM.

Question about what to do next. I’ve maxed out everything—401k, HSA, IRA, backdoor Roth 401k. My bills are all paid. I’ll probably make about 16,500 more this year to do stuff with (ie money that isn’t going to taxes or insurance or anything). What should I do with it? Crypto? Set it on fire? Get a hair transplant?

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

“Summary dissolution”- divorce.
Does “property” means real-estate or bank account/stocks, etc as well.

Context- “property” less than $47k qualifies for dissolution, if not you have to go long-form process

Noob question on selling puts- I just sold a weekly put that I WANT to get assigned. The stock fluctuate a few dollars a day so I’m looking for a specific price to own the shares at vs entering a limit order. The stock has already gone below my selected strike price by a 30 cents today but I haven’t been assigned the shares 🤔. Is it only by expiration day or am I missing something?

Associates - Care to share your rough budgets (income, spousal income/family support, rent, monthly spending, student loan payments, savings, etc.)?

Monday Wordle :

Wordle 401 5/6

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⬛🟩🟩🟩🟩
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How's Manor as a city in terms of buying a single-family home: school-wise, future price appreciation of houses etc ..?

Thoughts on specialty life insurance? I don’t have my LLQP. This is based in canada. They are offering paid training

Is anyone here familiar with Goldman Sachs interview process ?

Hey Oracle fishes, do oracle accepts counter offer...

Roth vs Traditional 401k, thoughts?

Hey everyone,

Anyone has referrals to any startups that are hiring any of the following roles:
Generalist
Operations
HR
Recruiting
Business management

I’m looking to be involved with a pre-seed, seed, series A or series B startup that provide remote work, good benefits and a decent salary.

What are some up and coming production companies in your opinion? 🤔

Plaintiffs PI attorneys, how many cases on average are you assigned to at any given time?

Hi fishes, any openings for SAP consultant in American Express in India

What is a good/ expected salary for an AE in San Fransisco?
What’s livable?

How are annual increments at DXC?

New to PI. I filed suit and know policy limits ($500k). I want $1M but I have to live in reality. Insurance company wants to know if I have a demand. Is there any reason why I’d demand more than the policy limits?

Keen to buy first home in Dubai but skeptical given the uncertainty around the global economy albeit high oil prices which is a positive for the region. What are people thinking? Anyone here from middle east?

Needed MULESOFT MCIA DUMPS 2022,
Kindly share and comment if anyone is aware of this, would be of great help!!

"I'm not a copywriter so this is gonna be terrible BUT..."

🙃🙃🙃

What to expect from Mercer second round interviews for a data analyst position? (Behavioral)

I was not offered the role that I interviewed via email. How shall I respond (while leaving a positive impression) for future consideration?

Does anyone have any advice on how to convince yourself life is worth it when you think it’s not. I’m a 28 year guy, just got laid off from my job, have aspergers, have no friends, can’t find a gf, why do I even try anymore at anything

For a top Producer of 3 years, is it appropriate to now ask for a raise in my base pay? Base was 42,500 when I started, but now inflation + 2 children later the base pay barely gets me by. Any thoughts are greatly appreciated!

How much do mid-level sales people do in SaaS? (Base Salary and commission structure)

How is everyone approaching educating current and potential clients on the Secure Act?

Coming up on my annual review and I'm curious about salary ranges for those who work with 401(k)+ plans. I'm a CPFA, series 65, and previously held 6&63. I advise plans on investment selection, plan design, IPS creation, and meet with participants individually as well.

Which firms do good actuarial work for cash balance plans?

Hi all- new to fishbowl. Not really sure how to use and explore the app yet but I saw this bowl and figured I would introduce myself. I am a wholesaler for 401K and I am able to partner with advisors who currently uncover 401K opportunities or are looking to learn how to. Reply if you are an advisor in the NYC area and interested in learning about how to expand your business.

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.

Wondering what the industry average is for a client facing support role to a 401k Advisor? We help with 80 401k plans with assets over $250 million. I have my series 65 license and I feel as if I am under compensated for my experience and being a licensed rep. I have been with the group for 2.5 years now. Thanks!

Which Investment Analysis and Reporting System do you use? What are the pros/cons?

What’s your tax strategy to minimize self employment taxes?

I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?

Best place to work as a retirement consultant? Empower, Fidelity, Vanguard, T. Rowe, Lincoln, etc? New to field and want to get a sense of where my salary is at compared to competitors.

Anyone works or has worked as a Director Retirement Planner at Fidelity can provide some insight into the role?

Are y’all finding that HR is preoccupied with Coronavirus and not the (k) plan?

Recently attended an FA conf. where there was discussion about 401(h) plans & their tax advantages.
I know a variety of 401(k) providers available via my B/D but don’t know of 401(h) ones. Do you ?

Are u allowed to be an insurance agent while at PwC

For those who cold call on 401k plans, what is your approach?

No pitch, just some research for a client of mine.

Aside from referrals, what is your biggest source of leads?

Facebook?
Google?
Physical Mailers?
Radio ads?
Your own radio program?
Something else?

Does anyone have thoughts on RPAG? Is it worth the cost? Is there something better?

Does anyone partner with any 401(k) robo-advisors like Guideline, Vestwell, Human Interest, Ubiquity, etc.? How are they compared to more established 401(k) providers? Pros/cons to any or all?

With interest rates rising, I Bonds are back in the discussion. Thoughts?