Looking to buy from retiring advisor in Utah

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Thoughts please - planning to invest some amount every month for the rest of my working tenure ( 37 right now). This is what I am thinking any better suggestions ? Or if you see any cons to this approach ?

VOO (34%) + VGT (33%)+ VIG( 33%)

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Can anyone tell me where I can declare a home loan in the Payroll portal?

I am a little confused...

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For PwC fishes who left recently, how did you consolidate wealth builder into 401k within benefits express to avoid the 20% federal tax withholding that was described in the benefits package? I tried to do this online but it didn’t show as an option except to rollover to an existing IRA or take a final distribution. Do I need to call benefits express?

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Curious to know what other avenues people have taken in our industry to make more money. Currently getting OT which is nice since most places don’t offer that benefit but still doesn’t feel like it’s worth the long nights when the paycheck comes in.

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Any inputs on QS stock? I got it at $15 rate, how long will it stretch? Pretty new to shares, how you people decide when to pull back?

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Personal finance book recommendations?

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Is anyone planning on trading water futures?

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What trading platform do you use? I was thinking of switching to TD Ameritrade think or swim, but wanted to see if they were any better options

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Hi Fishes,

Anyone knows any CA who can help me in saving TAX by showing in donation or Other deduction.

Does FIL provide Corporate NPS for tax savings purpose?

I'd like to buy, but the market is absolutely atrocious currently

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So where should I invest?

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Hey Fish Fam! I wanted your advise on where to invest in property? US or India? Can you please help me with pros and cons of both?

Which brokerage account you guys are using? any recommendations plz?

Guys, what platform do you use to trade US stock?

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How do you find lenders? Should I pick a realtor first?

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How much household income should be to buy $1M house? Also what is the approximate down payment? I know 20% is the ideal but how much do people typically pay.?

likeupliftinghelpful

Anyone ever use a credit repair service and have success?

Are we on recession? My portfolio is super down - low cost ETF investor here

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1099 or w-2 ? I have been given the option though the company prefers w-2. It’s a day rate booking couple of months or more (no end date). I already have 1099 from similar company this year and am leaning towards 1099, but I don’t want to be difficult. I do take home office deduction and they are not supplying any equipment. Suggestions?

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Hi all
My team at
Barclays is hiring for Abinitio developer
Experience required : 4+ yrs
Location : Chennai


If anyone is interested pls mail at piyushjha65@gmail.com with the subject as "referral"

🐠🐟 Having 2 offers Ericsson, Ajio both offering 15 lpa, yoe: 2, tech: Java. Which one to join?Ericsson Jio Platforms Limited

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Guys please help. Trying to decide Breitling vs Omega. The models I am looking are the two below. Cost about the same.

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Anyone looking to buy a Rolex Datejust 126334 fluted bezel, Azzuro Blue on Jubilee? Few weeks old, almost like new. Thinking about selling it for $11k (less than what I paid with taxes) since I don’t like flippers in our hobby.

Super beautiful watch, just thinking it’s a bit flashy for me.

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Can we have this as Bowl photo. Other suggestions are welcome !!!

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I currently hold a bachelor in accounting and I am looking into transition to the Cybersecurity world. I have an interest in working with the banks doing penetration testing.

Can anyone recommend a Tech Bootcamps in the ATL or Metro Atlanta Area

How can I get started ?

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How much do you pay per lb for wash and fold?

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Seeking nurses for FT Day and Night Shifts in multiple specialties (ER, Observation, Oncology and Bariatric Med Surg)

What if Elon Musk replaces Rajesh Gopinathan as the CEO of TCS?
All the useless managers will be fired?

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What's a good Software Engineering salary in Stockholm, Sweden?
I am currently making a bit more than 40k/year, and I have gotten extremely mixed information about whether it's a good salary or not

More info:
-I am under 20 years old and self taught, but I work on-par with the rest of the team (all of them except me have degrees ranging from master's to PhD), I don't know how much the other team components make
-I work with embedded software development with mostly C and C++

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Happy Monday All!


St. louis or Kansas City attorneys looking for help resolving your clients property claim.

Shoot me a message!

Let’s talk!

Mission Consulting & Estimating LLC

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How do you properly vet a law firm? I feel the associates I speak with talk up the firm and aren’t always candid.

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If an individual resides in CT and works in NY can we serve them in NY?

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Any one ever worked at Clean Energy Counsel LLP? Have any insights on the firm, career advancement there, business development, etc. Thanks!

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I park in handicap spaces

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What is the max salary that a Senior Manager with 15years of experience can expect from Adidas Germany? The role will be that of a senior Scrum Master.
They have asked me for a salary expectation and I have got no clue.
Thanks in advance.

Hi fishes, hope you are doing well. Needed some guidance regarding isb selection process and profile building strategies. GRE vs GMAT which is preferred or difficulty level which should be preferred.

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Hello all,
Looking for a consultant position in healthcare consulting. I have an MBA with 5 years in the healthcare industry, 7+ years of strategic program/project management and I’m am lean six sigma green belt certified. Know of any companies currently hiring? (I am willing to travel. )

Feel free to PM me to further discuss.

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Good morning all I hope all is well. Just wanted to pick your brains with a question. Cloud Engineer Bootcamp vs Self Study for Certifications vs Getting a Masters in Cloud Computing. Say the person is currently a Help Desk Support staff.

I'm asking for a friend that posed the question to me so I wanted to get others perspectives.

Say the focus is AWS and the individual has a Bachelor's in Computer Science. Which do you recommend that they go into now?

Additional Posts in Succession Planning: Buy/Sell Practice

Selling structured book of autocalls

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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.

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Anyone looking for a junior partner in Kansas City area?

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

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

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Www.joinsfm.com. We are a firm based in Central Florida. Also have branches in Ohio. If you are looking to join a good independent practice that has a guaranteed succession plan......check out our website. 34 years in business and rank in the top 5 largest financial planning firms in Central Florida. Check is out.

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.

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!

Looking for practices in Oklahoma and Arkansas to possibly purchase.

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

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?

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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

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

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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.

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Anyone in metro DC looking to transition out?

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

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

funnyhelpful

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.

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I’m looking to buy a practice in the Wilmington or Jacksonville area of North Carolina. In the business 17 years with clients in MA, NY and NC. Also interested in succession planning for any advisor in eastern NC looking to retire in the next 5 or 10 years

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