Looking to buy a practice in the St. Louis, MO area if an advisor is ready to consider retirement, could transition over 1-3 years as desired.

Is a 900k net worth for a single person at almost 40 good or terrible? I see posts from our US counterparts on net worth and salary and feel so behind yet we have such a high COL in Toronto.

How can I invest in real estate ? Looking for an additional passive income source

How much has stock options changed anyone’s life here? Just started at amazon and I received 1500 shares post split. But obviously the vesting schedule is so long over 4 years and morale certainly will be up and down. I feel I’d be crazy to walk away before then and miss out.

If anyone is interested in a referral code for a Chase Sapphire Preferred card go ahead and comment so I can dm the link.

Great card for travel, points come fast and great perks for travel.

Hoping to help anyone!

For a 2-year associate now tasked with senior-like roles such as reviewing and training, does anyone have advice on how to review individual hnw tax returns?

Hello folks, any credit card suggestions with good benefits and cash-back? Please advise. TIA

Is anyone still following/bullish on GIK? Wondering whether to keep holding or sell

Hi guys.
Do you think investing in gold is a good choice?
Seeing their prices are going up, there will be good value in future for these

what are the tax implications when you withdraw from your espp? what are the necessary steps you have to take so you don’t get overtaxed?

Hey fishes, can someone tell me how the 80c bracket works, i know i can get exempt upto 1.5lakh under it, what i wanna know is does PF comes under it or not? For example if my yearly pf deduction is 20k and VPF is 10k so now will i still be able to show investment of 1.5lakh under 80c apart from PF and VPF or i'll be able to get exemption on only 1.2 lakh( 1.5lakh-30k= 1.2lakh)?

Thank you in advance!!

What are your favorite personal finance books? I just read Rich Habits and really liked it. I am also reading the Psychology of Money. Looking to read some more!

Follow up on Rich Dad Poor Dad...General consensus is to buy real estate...So for those of you who have read the book, have you bought any real estate lol?

Is anyone nervous about the whole Russia situation and how that may affect the market if an actual invasion takes place? Do you think it makes sense to take out investments just until things settle down, or even assuming the fed will increase interest rates? Thoughts?

Fishes! what are the best grounds to dispute my property tax valuation? What support should I have?

Anyone willing to share thoughts on National tax- unclaimed property at EY?

Received an offer from EY but didn’t find enough information to get to know about it.

I recently bought my 1st home in TX. I want to get into real estate and eventually own/rent out multiple homes. Are there any good recommendations/tips on books/articles/websites that others have used to get started?

I've read about HELOC and cash out refinance to get a 2nd home but articles are so scattered that it gets confusing which is better in terms of tax benefits and immediate costs, etc. Anything others have found helpful that summarized how to get started would be great!

Question about solo/self-employed 401ks: If I create a sole-member LLC for a side business and create a solo/self-employed 401k, am I only allowed to make contributions from the earnings earned via the LLC? Or am I allowed to contribute money earned from a different source (ie W-2 job).

28 year old with ~125k in cash/brokerage. Have been wanting to begin purchasing rentals but anxious to use a good bit of my liquid savings. Thoughts on biting the bullet vs. investing in stocks. In Houston if that is a factor

What r y’all doing for Naija independence ?? 🇳🇬

Hello Fishes,

Is there any opening for SAP HANA Modeling and Development for a 3+ years experienced professional?

How do referrals work?
If I get a referral from someone and I apply, then can I still reach out to a recruiter on LinkedIn expressing interest in the role? And do I let them know that I already applied? I’m sure they get tons of messages so I want to write something that won’t be overlooked. Any advice is appreciated:)

Hello,

My friend joined RBS with 18 LPA (1,80,000 is the retirement funding) rest comes in basic & benefit funding. What will be the monthly in hand amount?

Anyone interested in 2 WILLOW tickets tonight at The Novo? $50/per ticket pleas DM me!

What types of corporate law do you find most often in Tampa and Miami? I’ve only seen my firm is doing international trade but I have to imagine there’s other things too

Holland & Knight matched the new Cravath scale recently, but they didn’t apply it to any Florida office except Miami. What do we think this means for Tampa market salaries? Are they likely to bump again, or stay the same?

Does anybody know what Akerman’s hiring timeline is like after the interview?

I spent an hour today sitting with one of my patients getting a chemo infusion. Lonely and weird time to not have his wife in there with him

What were some circumstances where you have had to to let go of an internal company offer after accepting it?

Have any of y’all been successful in the fight against your computer scratching up your clasp? Thinking of taping up the left corner of my MacBook 😂

Hi everyone. I’ve recently purchased a Rolex and looking to get it insured. Can anyone provide recs for good jewelry insurers? TIA

Can someone share the salary for a UX designer with 5 years of experience in Microsoft. I have cleared all rounds and I am not sure what do I ask as my expected salary going by microsoft standards

Hello LTItes, i joined LTI a month back.
I attended a client interview last week and was selected for the same. Now they are asking to join within a day or two. I'm having my mom's surgery this week. How to safely refuse to join this client project for at least 10 days. I can't take leave for 10 days.
Can anyone please help me with this? I'm confused and scared.

Thanks

Bands a make her dance 💵

Hoping for help w/ studying. TRANSACTION CYCLES?? I see inconsistent lists online and in books: (Revenue, Purchasing, Inventory, Payroll) vs (Sales, Purchasing, Payroll, Financing) vs....

Any suggestions for a good gay bar that is more wine/cocktail centric (vs sidetrack or roscoes)?

Chicago & suburbs: seeking advisor min $20m AUM to change firms and team with me at my RIA to service clients better as co-advisors and build practice. Great tech, transition, and admin support!

Any bank reps have experience buying their book from the bank?

Looking to aquiring additional assets and clients. Anywhere in Ohio, Greenville SC, gulf areas of Florida or Jacksonville FL Preference. Dually registration with NFS/ Fidelity custodian. Redtail CRM. MoneyGuide Pro and Riskalyze planning software.

14 years experience with 9 years solo. Would prefer to aquire to transition.

Selling structured book of autocalls

Established buyer backed by a solid firm seeking $1m+ in fee and commission generating revenue from sole practices and teams (based on T-12 production and AUM) to integrate into our system across the U.S. Upfront payouts followed by asset bonuses based on timely asset transfers. Serious inquiries from Principals only.

Looking for practices in Oklahoma and Arkansas to possibly purchase.

Looking to buy a book in Colorado if anyone knows of anyone

What do you feel is a reasonable multiple to pay for recurring revenue (wrap)?

I’m currently a wire house FA who received assets from a retiree. I likely have 4 years before I’d be able to move my book of business, but I definitely want to move to an Indy channel. When should I start these discussions with other firms/business owners and are there benefits to merging with an existing practice at that time?

Has anyone hired a consultant to find them a practice to purchase? I'm not asking about the big players like KMG or Succession link.... I'm asking if you've worked with an individual contracted consultant... If so, wondering how the experience went.

Wells - curious. Where are you and are you buyer/seller? I'm guessing buyer and all the stats I read are completely in our favor, yet I feel like books of business should be going for sale every day and I struggle to find any good sellers?

Looking to buy a book of business or partial book in Ohio. Will consider all sizes, even small. Please contact me at 513-317-2265 to discuss. I'm licensed in OH, IN, KY, and NY.

Anyone in SE Louisiana looking to sell a book of business?

Anyone looking for a junior partner in Kansas City area?

Purchased a book internally via sunset agreement doubledthe aum and asset base over 2 years, worked out great. Would like to do it again, located in Southern California. Could offer bonus plus sunset.

Anyone looking to sell a book in Central Mass?

Anyone in metro DC looking to transition out?

How do you determine the value of an agency. We do mostly protection products but also a few million in advisory. The BD side seams straight forward. It’s the insurance side that’s hard

Bucks County, PA. Depending on size of book can purchase immediately or being a longer term succession plan.