My wife wants to move out of state. I'm in my 6th year...500 clients and finally starting to make some money. How bad of an idea is it to sell my book and buy a book in a new state?

150K in Singapore, and $150K in Chicago. Which one would you accept?

Currently I pay $1900 for a brand new & modern 1BHK in the Greater NYC area. Moving to SF later this year. Any recommendations on how much to budget for SF? Will be working in Downtown area & currently got a car. I am little bit divided on whether to sell the car or move it to SF.

Looking for a good neighbourhood and ok with 30 minute commute to work.

Is there any way to get around the coinbase fee when buying crypto?

Should I max out my HSA contribution?
I am maxing my 401k though.

Also, if I max my HSA, can I invest say 50% and keep the other 50% for expenses?

Which credit card do you think is the best for ME consultants?

Hi, I'm new to Dallas. Have been eyeing on rental investment in Dallas. Looking into Zillow, properties in Arlington seem to have good appreciation. Is it good idea to invest in Arlington? What other areas in Dallas can I consider (checked Carrollton, Plano, Coppell, Addison).
Thank you.

What are ways I can spend my $200 airline credit for the Amex platinum ? I saw upgrades don’t count and I have status so already get free baggage, lounge etc.

Beginning to invest. Which is better? Merrill edge or fidelity ? Have a BofA bank account and an employer Fidelity account for RSUs. Also have a TRoweprice 401k account from past employer.

Anyone ever have experience negotiating a new offer to include unvested 401k match and stock grants from your current employer? I hate leaving money on the table but there are some good roles out there. I’m not fully vested in my current 401k yet and my stock grants haven’t matured yet either. This would be at a global director level.

Love how BS credit score is. Got my score up to 800 last month only to go on vacation so my credit utilization went up to 8% due to the increased spending and my score dropped 35 points because I didn’t immediately pay the balance after charging the purchases. I always pay my balance in full each month and have never missed a payment, how is 8% credit utilization determined to be that big of a risk that my score got immediately wrecked, I don’t understand

Has anybody invested in Yamuna gaur city or planning to do so?

I want to buy a new home and then sell my current home after we are moved out. Current home is a VA loan, is there any way to buy the second house on a VA loan?

Balanced portfolio: hows’s your stock: bond ratio? Within stock , which index funds do you invest ? I have mostly invested in vtsax and vigax, and tiny percentage in vviax. Do I need to increase in vviax?

For all you money people, which platform is the best (user friendly and lowest fees) for trading among: trade station, interactive brokers, td, fidelity, eTrade, or schwab? Does how much $ you’re playing with make a difference in choosing?

Does it take 3 quarters of the year to reach 3% (tier 3) interest rate at HMBradley? If so, does it make sense to deposit a large chunk of fund until I reach tier 3?

Anyone have a contrarian opinion on a trend / investment theme going on in the private investing world, particularly tech investing? Feels like everything is painted in the “huge growing market with tons of white space” lens.

I want to buy a townhome or small house but I have no idea where to start. I’m a single, 24 yr old woman with 2 puppies so I just want a nice place to make my own. I don’t make much so I don’t know what I’ll be able to afford or what areas to look in since Atlanta seems to be so pricey, though I have no debt. Any advice?

Has anyone set up an NY 529 for their kids? Know there’s a 10k tax exemption for NY state taxes, but does anyone know if that per child, or across all children?

Anyone know what “premium cash pay” means on a check? I randomly just got 717$ on my check unexpectedly for that allocation.

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’d love some advice on recruiting in China, Japan, Korea and Singapore. In the tech industry and for sales / tech roles. Insight into cultural nuances I’d need to be aware of and how recruitment strategy differs (ie WeChat vs LinkedIn) would be fantastic - thank you!

I’m overdue for a raise. On average, what percentage increase should I ask for?

Anyone working in Pune?@Stefanini

my sister died this morning. I posted about her in a past post. Alcohol addiction, liver failure and then it taxed the kidneys too much, she went into cardiac arrest at 9 am and they could not save her. She was 51. Sad day for sure. Feels odd that she is no longer here. I just wish she could have had a better future.

Favorite down time activity?

I'm relatively new to stock market investments and have tried to build a balanced portfolio for the long term. Should I hold the stocks for long term or does it make sense to book profits in between ?

Hi friends,

I am an immediate joiner. I have 7 years of experience in automation and manual testing.
Can anyone please refer me. I am in need of job.

Hello Connection,
Please Do not ignore this post .
My sister is looking for a job . She is BE graduate and well trained in SQL, manual testing and Java from recognised organization for 5 Months. kindly let me know if you have any opportunities.
She is struggling a lot , applying for 100s of jobs on daily basis but not getting response from anyone. Please help.
Hoping for positive response 🤞
Thanks in Advance!!

Serious question on what vacation means in the BigLaw world

Dear associates,
I am getting project under CS account in Kharadi Pune location (client location). Can anyone please suggest about CS acount and location , if it’s a good acount to work in or not.
Thanks

So how does this work? Where to start?

Am very curious to hear about people’s companies’ hybrid plans! (If they have one).

My company will be in the office 1-3 days per week starting in September. They have made it very clear that the future of work is hybrid

Hello! I am a recent graduate of a medical billing and coding program and I’ m finding it really difficult to get a job because most employers are looking for someone with at least 3 years experience. How do I get my foot in the door with no real time experience?

What is SVB wealth advisors starting salary with in the private banking? Or honestly what is a good salary for wealth advisor and a comp plan.

Hello everyone trust your weekend is going on well.
I'm not completely certain how this platform works but it appears I could use some likes on my profile to unlock its full usage.

27M and new to the area. Let’s be friends 🤝🏾

How do you all keep up with your personal to do list? I feel like work consumes me and I forget to do things like take my vitamins, renew my car registration, call the doctor, etc 🤦🏽‍♂️ continued..

There will be an annual holiday called OCCUPY WIREHOUSE where every May 18 financial advisors and their clients congregate arm in arm in front of each firm’s home office as a sign of solidarity.

Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?

Is anyone here a CKA as part of the Kingdom Advisors? Any thoughts? How many leads do you typically receive per month? Is it worth the cost?

For advice/fee based platforms: SEI Private Trust or Envestnet as your preferred?

So the fiduciary rule got tossed yesterday

Every other week I host an Advisor meeting for the advisors in my branch. I like to mix up the topics. What topics would you suggest or have been valuable to as you have attended similar meetings?

Anyone know a good resource or lawyer for legal advice regarding securities license issues?

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

Hi All, what’s your perspective on the CFP? I’m looking to enter into Private Banking and I think it would help.

Also, for those who recently took the CFP. What material did you use to study?

Heading to Vegas this weekend...winning strategies or things to do?

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

For all those that have taken on a trainee to team up: what do you think is a fair split?

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

If you loved your small independent broker dealer but they had just been acquired by a much larger corporation which does have benefits in terms, mostly, in technology, but you lose your “family” in the home office, what would you do and who would you look at if you were considering a change of your own?

Haha Merrill just reduced the pc payout grid by 3% for advisor below $2m in production

Anyone know where/how to go about getting L/VL/VA CE credits form insurance carriers? Anyone have some specifics?

Are blue jeans client-friendly when styled appropriately and paired with a blazer? Or are jeans always a no-go?

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?