New advisor- just graduated college in May, I’ve been looking for a target market and decided on Higher Education Faculty at a large university by me. What are some good fact finding questions to ask prospects about their retirement plans so I can become well-versed in the University’s retirement/benefits plan.

Best oil stock to buy right now?

Hi fishes ,

I received an offer for senior manager position in PWC .

Can you please let me know about the health insurance coverage as it is not mentioned in offer letter.

Please also inform if parents can be included in health insurance provided by PWC.

Can anybody help me with Barclays leave policy in India....no of leaves...

Hi,
Planning to visit wonderla Bangalore, just wondering where can we get employee benefits. In my last organization there were setnof restaurant, amusement parks which had off on my ID.

I'm a crypto Twitter influencer, AMA

Can I use the floating holiday after 9/30 or is it gone?

Anyone deal with taking paternity leave during a 2-year clerkship? How long did you take and how’d you bring it up to your judge?

I want to catch up on my contribution to HSA for 2019. If I do this before April but I already filed my 2019 taxes, do I need to amend/fix my 2019 tax return?

Anyone have a good online calculator or way to adjust their W-4 towards the end of the year so they don’t get slammed with a high tax bill? I know I’m too late for 2020, but curious for next year...I got slapped with a 6-figure tax bill last year. 😑 My wife and I made adjustments to our 2020 W-4s, but afraid it wasn’t enough.

My mother is going to get retired from her government job next week and will recieve her one time payout of close to 90 lakhs by the end of the month
The amount is non taxable but any profit earned from the amount will be taxable. Where should the amount be invested?(next 8-10 year horizon)
1. Buying a 3 bhk flat for around 95 lakhs in Sec 31 Gurgaon.
2. Put all the money in FD and live off of interest.
3. She is not very ecstatic about investing in stocks.
4. Gold?

I am going to buy AntShares aka NEO bigly. It has a potential to go to 100$

Can I save tax by buying second house if first house is already in my name?

Can we claim for education loan interest deduction while filing our taxes if the loan was taken from a foreign (ex. Indian) bank?

What is personal independence??
Why Pwc asked me to fill all investment details for me and my dependant.
Can anyone please help me on this ??

@pwc

Do you buy insurance when travelling to US for fun? Moved to Europe recently and this will be my first time back in US without employer health insurance - should I buy travel insurance? Where from? Thanks!

Hey guys,

I recently joined tcs and they told me to work at the Qualcomm office.

How will Qualcomm. What are benefits to the employee who comes from other companies to work at Qualcomm

Which alt coin should I buy in this blood bath outside of ETH, LTC, XRP and BCH?

How to transfer PF fund from hcl to epfo if i was a non pension member???

My father took a home loan, and the same home is kept as mortgage.
I'm paying arround 22k emi for the same but unable to exempt tax as the loan is on my father's name.

I googled a lot how to transfer it but neither gift deed nor sale deed would work as the property is on mortgage that's under bank's ownership (until loan is fulfilled).
Tax is also getting deducted, I'm paying hefty emis.
What can I do?
Please advise 🙂

IHello Fishes. I have received positive feedback from KPMG interviews for consultant position and have submitted documents. It has been 4 days since I haven't received any call for negotiation or offer letter. How long does it take to get that?

Hey all,

What's with the probation period with Deloitte India? What's the rate of termination, if there are any, unlike the other firms (who have a probation but 99.99% of the employees are confirmed at the end of probation).

Appreciate your inputs.

Thank you.

Hi everyone, Anybody knows about IndiaMart and it’s work culture as Devops engineer?

How much does a PM make at fintech companies?

How much % raise they usually offer for the one getting promoted from 601 —> 602?

Also, how much % raise one can ask for?

I am having 1.5 years of experience in RPA UiPath and total experience too and having a package of 7 with a monthly of 44k in hand.

Am I being underpaid, being highly skilled can I still get a better package?

I currently have 2+ years of work experience as a BI Analyst at the GS Bengaluru office. Can anyone help with referrals as I'm looking to move to Singapore to study part time at NTU.

Guys, I have 4.5 yr Experience as Robotics process Automation.Currenty I am working as Senior RPA developer(AA).
Do you have any opportunity and referal.please let me know.

Just curious- do other people take 1-2 week long trips purely for Biz dev purposes?

Hey friends. Recently joined a startup with a heavy reliance on outbound sales strategy. Without a phone number... what are some of your best ways to get meetings booked with prospects?

Our product sells itself, but how do you set yourself apart to get the initial meeting booked?
What mediums do you use with cold outreach that you find most effective?
What copy have you found gets the best ppen/reply rate?

I am not a sales PRO, but I'm also not a newbie. Really just looking for a think-tank.

Any Canada Big Law firms throwing around retention bonuses again this year or are those days behind us? The work sure hasn’t slowed.

Hi all,
Can anyone please let me know, if data connectivity allowance will be paid default as a part of every month payslip or we have to claim it as a expense by showing proof every month?

Hi Guys can anyone refer me for the position of data and analytics analyst Job Identification NO :210362477..THANKS IN ADVANCE!

I am a BSc IT Graduate who's been working in BPO for almost 5 years.
I was planning to make my switch to Data Analytics, is that a good choice?

Can this previous experience of mine come in handy, if i have to switch to BA or DA?
My Current CTC : 5 LPA

Would i be starting as a fresher or can i be able to milk this experience of mine to switch to this new role?

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

Anyone have any productivity tips/hacks they would suggest for an associate? I could use all the help I can get.

Things to consider before going Indy? Feel like I have enough in my book to go on my own but I'm not sure...

Does anyone know if the 10% penalty and if taxes are waived on a death of a beneficiary? A friend of mine’s 17 year old pass away. I was wondering due to the circumstance, is there any way he can get around paying extra money by doing a 1035 exchange, rollover, withdrawal. Anything out there? Suggestion are welcome.

Have a presentation in front of a large group tomorrow and it's giving me anxiety. Will taking a Xanax help?

Do you dress up to go into the office?

What is the biggest "burden" about your jobs? The research of stocks, funds, bonds, etc. or putting together a portfolio for customers during the busy seasons?

Paraplanners/associate advisors/financial planners… how much are you making? (Salary & TC). Long story short… I found out what our PT admin assistant is making today & I’m livid 😂🫣

What do you or your firm do to provide first class service?

I have a new prospect. Small business owner that wants to start a 401k for himself and his employees. Who would be the top 2-3 organizations I contact, and what questions should I ask the providers?

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

How many hours in one day puts you over the edge of not being able to be productive anymore?

What’s a historical event that fascinates you? I want to pick a event to deep dive into and learn more about it. Sourcing topics 😁

Anyone in the Houston area?

Should people be fired for lack of people skills?

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

Any book recommendations? Here are a couple that I've recently recommended:1) Freakonomics2) Super Freakonomics3) The Big Short4) Never Eat Alone. Please add as you see fit!

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

My Week in Emoji: ⏰☎️🧹🚽☕️📥🧾💤 Hbu?

What's up with american funds? They seem like the hottest "it" fund--is it all marketing and hype or do you believe this is the hottest fund company on the street? Which mutual funds are you selling