My uncle, and aunt, had about $750k in investments scattered across 14 different retirement accounts, brokerage accounts, annuities, on different platforms. They are 65. Three months ago they asked me if I could help them consolidate everything. I agreed. We started the process and this week the last of the funds came into their new Vanguard accounts!

Question: how do I scale this work organically, as a side hustle? I have an MBA in finance, but no CFP or other financial planning designation.

Hours 4
Income $73.92
Average $18.48/hour

Hi, I am CA and MBA with 17 years of experience in finance field. I have expertise in business finance analytics, sales analytics, budgeting, MIS

T2 consulting —> MBA at M7–> top tier IB —> top tier PE/HF. Is this feasible?

Any advice for an extremely young, incoming Merrill FSA?

Quick question: Can we ask HR to revise pf contribution to minimum which is 1800/month

Hi All,

I'm looking for suggestions.
I have completed ITIL v4 foundation certificate and looking forward to do next certification but unable to decide between ITIL strategist/ Azure Devops/ TOGAF 9.
Current Tech Stack - App support -> SQL/UNIX/ITIL/INCIDENT MANAGEMENT.
YOE- 6+ Years.

Please comment, if you have any other certificate suggestions as well for me.

TIA.

This has probably been asked many times in this bowl - what’s the best hotel rewards program? I have the Chase Sapphire Preferred card and I’m a Southwest RR member. I travel maybe 25-30% of the time

Any cheap AI stock I should consider buying? Any suggestions?

Does anyone have any suggestions on small side gigs or other ways to make some quick cash for the holidays?

Morning all- looking for a referral for remote position: project manager, implementation manager, PMP certified and will be obtaining Agile cert by end of year. 10+ years experience, also MBA grad.

Currently SC with Deloitte 2.5 years, cybersecurity heavy with background in healthcareIT.

Thanks in advance.

Hi guys,

I got my full and final settlement today but I can see no tax deduction. Does anyone know the reason. 4k tax used to be deducted every month till now. I also got gratuity and leave encashment along

The wife, baby and I are moving to Greenville SC in the spring.

Would love to hear anyone’s experiences about the city and where you’d suggest we start our house search!

I would like how much other individuals are taking home as a Cash analyst in North Texas?

Anyone familiar with the CCMP process and certifying org? Considering that over a PMP..

I'm an MBA from the batch of 2020. I got into Social Media marketing (ORM) but want to switch to pure digital marketing as I don't see any growth in ORM & I'm terribly underpaid (Graduate level). I have a 1+ YoE. Looking for a job/profile switch. Any helpful suggestions/refs are appreciated.

I’m a Junior accountant, recent MBA grad in Finance, located in NYC, just got laid off due to a merger. Anybody hiring or know any opening positions?

Hi Fishes
I have got offers from PwC AC Bangalore (EA) in Management Consulting vs Accenture Capability Network as Management Consulting Analyst.
CTC almost Same

Which would be better considering WLB and growth?

Workex :Pre MBA 3 and Post MBA 1 (in consulting)
Tier 1 Bschool

Titles that my new client puts on the business card after his name: MBA, AWS, CDMP, PMP, ITIL, CSSGB, ACP, RMP

Hi IBM sharks,
My friend received bluepoints, what's the conversion rate to rupees? Can we redeem it as cash components?@ IBM

Considering adding a REIT index to my lazy portfolio allocation for my 401K and Roth Accounts. Thoughts?

Anyone looking for new roles with significant (7+yrs ideally) DOD mission-related experience and intel analysis experience with a TS/SCI (no poly needed for this one) feel free to PM me.

Does anyone have the 2020 SHRM books for sale or to borrow? My job won’t contribute towards my certification. I’ve already paid for my test. I have the books from 2015 but I’d like to study from the 2020. I tried finding them online to purchase but sellers of affordable books aren’t responding.

Hey,
I am at a crossroads where I need to decide between a generic program manager role or specialise in digital marketing? Need advise on how to decide! What has betting future growth??
I have an experience of 5 years

Has anybody given nab codility test.please let me know

What do you think of the LSAT decision? Personally I think it might be a little unfair to suddenly abolish it when hundreds of thousands of students have had to take it over the last few years and beyond. But I get that it's expensive. Anyways, good idea or bad idea?

What do you do when you need a break from the news during the day? Sometimes I find it hard to step away even for a 30 min lunch

Mitch McConnell and Trump refuse to formally take up passed legislation from the House. We are reaching a point where the damage might be irreversible.

Do any agency creatives ever like anyone from the first round of casting?

Guys, how is optum for testers? Is it a good company if we compare it with Deloitte?

Lots of people loosing jobs due to Layoffs. Please ping me I can refer you in Accenture!

Anyone in SF here??

Trump just signed an EO banning any new work visas. As someone on a work visa, I am going through Twitter to find more information and I couldn’t believe the amount of hate I am seeing in this country for legal immigrants. As co-workers, do you guys really think that immigrants are stealing your jobs?

Hello Friends

I am looking for someone in the C-level or at a very high position in the marketing, tech or HR/Talent space for a critique of some materials.

Somewhat urgent and I would be eternally greatful.

Happy Holidays!

How do people see major tech companies leaving the Bay Area affecting advertising and marketing?

Favorite Consulting Meme Instagram accounts?

Microsoft vs Apple vs Amazon, please suggest

When to sell at a loss?

I’m 26 and have a fair chunk of my NW tied to Cloudflare - a tech stock that I believe has the opportunity to 3x and become a $100b+ company over the long term. Similarly, I have a lot in cloud computing etf - WCLD.

Given short term rotation out of growth stocks, I’m confused on what to do. I think we still have some time before growth stocks bottom out, but do I sell?

I would consider myself a “long only” investor, but am unsure what to do given my lack of diversif

Considering adding a REIT index to my lazy portfolio allocation for my 401K and Roth Accounts. Thoughts?

Is sending kids to private school worth it? Talking about 25k-30k per year. Living inside city where public school are average. Thinking of sending kid to international school with bilingual program (family speaks multiple languages)…. The money adds up a lot over a lifetime. Especially if we have more than 1 kid.

I’m 32. I have $80k saved. $40k currently invested. Then ~$50-60k in 401k. My plan was to save for a house, but prices have skyrocketed. As life returns to normal...I need to now move out from my parents’ again. Do I bite the bullet and rent in NYC, or stay and save another 12-18 months and hope to buy something? Full transparency: taxes make it very difficult to buy. It’s not the down payment, it’s the taxes.

Anyone have started preparing for Series 7 exams? What is the best study material to start with?

For those watching their home value - which is best? Zillow or Redfin? I’m watching mine to see what equity I have to refi and potentially get PMI removed. Zillow is current showing home value at about 20K less than Redfin. Are there any other tools I could be using? Thanks.

So, I had put money into savings (~$40k) a few weeks back. I know timing the market isn’t good and stuff, but would it make sense to put some of that into an ETF now? The $40k isn’t part of my emergency fund or anything. I just didn’t know where to park the money.

I started a small LLC on the side. My company is getting it's first client this month.

Wondering if any 🐟 have recommended resources on setting up initial consulting business thru an LLC.

Books, websites, tax strategies etc.

My LLC is already incorporated, but looking for guidance with the next steps (creating contracts, invoices, etc)

Anyone have any legitimate passive income? I’m talking about something that takes sizeable upfront time investment to get going, but takes <5 hrs a week to maintain.

How often are you concerned about losing your job? Ever since I got a mortgage a few months ago, this fear has been plaguing me. The volatile market doesn’t help either.

How much do you keep in the bank vs brokerage?

If I have a six year old and 150k in a 529, can I say I’m done?

I’m 26 and have ~40k sitting in my savings account. Annual income 140k. Maxing out 401k. No debt. Planning to invest 25k but don’t know where to start. Should I get a wealth manager? What is the best way to approach this?

Can someone explain to me how it monetarily helps me to split my home mortgage into half and pay half on 1st and half on the 15th? So if my payment is 4K, I pay 2k July 1 and 2k July 15

Any thoughts on I bonds? Some recommended them. Pros, Cons ?

Will the market continue with its usual bloody day?

2017 Lexus IS 200t F Sport for 32k plus taxes...? (33k miles) Yay or Nay?

My fiancé and I (ages 30 and 31) are about to buy a house. We would put down 10% for a 835k purchase price. Our combined income is $265k. We both have around 7-10k left in emergency funds (each) and combined about 200k for retirement. Our mortgage is $4,500 a month and we split a car payment for $800. Is this an okay financial decision or should we have bought a cheaper house/saved more?