Looking to buy book from an indie TD Ameritrade Institutional advisor in Florida.

Just closed on my first home!!!!

What are some of the things that were a MUST when buying your first home and what were some things that you were more flexible with and why? I’m having a discussion with my partner about what we absolutely need and what can be worked on later.

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!

What other cards to add to my collection? I have AmEx Platinum and Chase Sapphire Reserve. Fly Delta so AmEx is handy for lounges. Use Sapphire for dining/travel. Should I add Chase Freedom Unlimited?

Can folks recommend good investment options for gaining Compound Interest, high returns long terms in your financial portfolio. Have regular 401k, share holding, kids 529 r plan, hsa saving account, very limited exposure and currently downward trending stock and crypto. Any recommendations? Also do folks have any fiduciary investment planners that u can recommend

Who day trades / swing trades with another job? Any tips?

In particular wondering if it’s a sustainable side income or just for fun, and what are you trading (stocks, crypto, forex, futures, etc.)?

Fish fam - quite new to all this and would appreciate your support. if I am based in a high income tax state but work on site in a lower income tax state. Can I claim the paid taxes back from my home state or do I always pay income tax based on where my home office location is?
Thanks

37 / 13 years / 215K / PDX

I'm a crypto Twitter influencer, AMA

Is this an aggressive position? Would you use final regulations effective for tax year beggining Dec 16, 2020 to support a deduction for calendar tax year 2020? Proposed regulations didn't include this exception. More details below.

World Bank announced that the economy has shrunk by 5% (the largest since 1960). Unemployment is near 15%. US is technically in recession. Can someone explain this ridiculous stock market bubble?

Which is the best brokerage to get into Pre-IPO?

MBA grads who financed most of the experience through loans, any financial advice? Did you choose private loans over direct PLUS? How much did you take on to cover living expenses? How long will it take you to pay it all off?

Just enrolled in a full time program for next year and though I think my school is worth it, getting a lil nervous about the financial burden. To give some context, I got a small scholarship (25% ish of tuition), have about $60k in savings, and will be living in Evanston

Is blockfi only a bank and not really investing in crypto?

🐟 without dependents, what % of your monthly income do you save and what % do you contribute to 401k.

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?

Hi everyone, any tips for resignation letters, who to meet/tell first, what to do before your last day (i.e. anything adulty like 401K or healthcare)? Any insights would be greatly appreciated!

Buying a new construction single fam house in PA suburbs. Already Signed the contract and Looking for a lender with lower interest rate. Anyone come across comparable lower IR lenders? Any insight is appreciated! :)

Will mods hurt the resale value of a car? I'm considering selling my daily and am debating on whether or not I should put the effort in to return it to stock.

What percentage of your monthly income do you actually see in your check, your net pay? Basically, what percentage of your check goes towards all the different deduction? I get 50% of my gross income deducted.

Hey everyone! Welcome to the bowl! :) Please circulate our link on other bowls!

What’s the best way to send a package from India to the US by mail?

Hi All, I heard from someone that wipro is stopping recruting ex-wiproites like tcs? Is that true?

Does anyone know the compensation for a senior analyst at McKinsey with a Master degree and 2 YOE? Looking for base pay and bonus.

Has anyone been successful in negotiating the schedule on a global pregnancy bill? My provider won't bill by visit and split the global cost into four payments all due by the 28th week. I don't understand how that's legal since it is so off the calendar of services and crosses calendar years (and insurance coverage), where most costs are incurred at the end of pregnancy with increased visit frequency and delivery.

Kind folks, I have 3 yoe in the Cyber security domain. Currently earning 7lpa. What should be a target salary and highest variation I can target?

Anyone else long on AMT?

Anyone elsa was recently admitted into Kellogg and/or MIT?

one thing I do not do is pick up the phone before 9:30…after 7 years, you would think they’d learn.

Is it a red flag if someone says they don’t believe in self help books like Atomic Habits, Attached, etc?

In the future I hope to start a microfinancing institution in my country (developing country).

As I’m getting work exp for now, would working at PE get me the relevant exposure or skillset...(cont’d)

New job at a smaller law firm which provides a stipend for health insurance vs group coverage. Any recommendations for NY health insurance?

Hello I am from Ghana and am looking for a work abroad a company that can support my visa or give me a visa Sponsorship or work permit invitation letter to apply for my visa any help please …

Just started about 3 weeks ago. Ordered a work phone, FedEx admitted they lost the package, I’ve tried calling Deloitte and at&t seems like nobody is coming up with a solution. Any help here?

What are some reading centers you do with your 5th - 6th graders while you pull a small group?

Started my first in house job last Monday. Anytime I read anything I keep reaching for a timer but there’s nothing to bill lol

Top companies or types of companies for consumer insights/analytics? E.g. in terms of opportunities to learn, general progression, salary, etc

Anyone in Maine or New Hampshire?

Selling structured book of autocalls

Does anyone know a basic rule of thumb to value and agency not just a book?

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 to buy a book in Colorado if anyone knows of anyone

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?

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

Looking to acquire Practices in the greater Providence, RI area. Message me for a discussion. Deals are 95% cap gains and not ordinary income.

Anything for sale anywhere in the continental US let me know.

Anyone looking to sell (Military Veteran-Heavy) book?
Ideal Individuals for me and extremely rewarding. #SemperFidelis

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

Interested in selling my book of business and exit the industry for personal and family reasons. Approx 16 ml in AUM and $100k GR. Located in Memphis, TN.

Looking for practices in Oklahoma and Arkansas to possibly purchase.

Looking for adding a junior advisor with 20-50mm AUM to become eventual partner if the right person and merge into a larger $130mm firm in Atlanta, GA or in Southeast.
Call 678994-6448 ask for James

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.

18 year vet looking to acquire businesses in Denver area. Looking to exit? Let’s talk

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.

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?