Noob question: should I rollover my double backdoor Roth 401K, or should I continue using my high-yield brokerage account to invest in Rolodex funds? Thanks

E&O insurance premiums others are paying? We have $140k AUM and Hartford premium is $5200. High or average? 2 Advisors, basic mutual fund diversified portfolios, no high risk assets in book.

Do partners really have to pay for their own health insurance???

What’s the fastest WI-FI provider in Austin? I have Spectrum abs it’s not fast enough for my house of 5

Hey everyone! I am currently working as a BA 3 on market expansion and I want to pivot to financial services. I’d love to do strategy, internal consulting, or BA. Downside is that I don’t have a business degree, I studied healthcare admin. Is that a big deal, especially considering my experience?

Would love any advice on how to break into a new industry!

Current:
Business Analyst 3 (FT) (Recruited for this role)
VC Assoc. (PT (UNPAID))

Previous:
Healthcare Strategist (FT)
VC Assoc. (PT) (UP)

Hello,

Long time fishbowl lurker, first time poster.

I work in Healthcare consulting (8 yoe). I'm incredibly passionate about Healthcare and have thought a lot about how to make meaningful changes that keep people healthy and how it can be affordable and accessible to all. I know Google has been operating in the Healthcare market. Anyone here open to connect so I can learn more about its current activities/future plans? I'd like to see if there's a role that I'd be a good fit for.

Thank you!

I know this is small dollars, but my firm only pays $25 per months for my cell phone. We all work remotely, so using cell a lot. Is it silly for me to push for full reimbursement? Is that pretty standard?

How can i get reimbursement for certifications that i have paid for from my pocket? What is the process and how much time do they take for reimbursement?

What are the benefits of working in a Salesforce company?

Hello all, I am a healthcare professional, working in learning and development team, in a firm working for US healthcare Providers. I would like to get into Compliance roles. Is there any course/certifications that i can do, so i can work in healthcare compliance.
Your experience and advise will surely help me at this moment. 😊

If you accept reduced hours, would that allow you to change your benefits? I am considering changing my health insurance, 401k contribution and hsa to “plug the gap”

Dow sit make sense to not put money into 401K until you go to business school and start again?

Any recos for a fee-only financial advisor that’s under $300/hr? Need to understand sole proprietor/small businesses.

I spent the last 3 months "growing up" & now I'm ready to go. 1st thing is for me to get my own place. I'd like to buy instead of rent because I don't want to pay someone else's mortgage.

I'm thinking of selling my car & cash out some of my 401k to buy a house. My thought is to put down 3.5% for a FHA loan then make a big payment towards the principal to reduce long-term interest.

Anything wrong with this thinking or anything else I should consider?

I have a LOT of credit card debt. It has just grown over time and I can’t find my way out. I’m considering debt consolidation, specifically a company called National Debt Relief which seems legit but I’m just so hesitant because I’m scared to make my situation worse. Or a personal loan to pay off all the CC debt and then have a smaller all in one payment. I’m intelligent and I work in finance, it’s so embarrassing. HELP.

What’s a reasonable fee for title/survey review, review of existing lease, preparation of closing docs and effectuating the closing process on a $3M triple-net property? Have a client who was incredulous over our bill; there were no major hiccups in the deal and the title was relatively clean.

If anyone here is wondering how to best use their GI Bill... I HIGHLY recommend using the GI Bill comparison tool. Has anyone else here used it??

Looking to pivot into healthcare consulting. I come from a MHA background with a two year Administrative Fellowship following it. Any experience breaking into one of the top consulting firms with this type of background?

Buying an eletric car. Anyone know a good electrician to install level 2 charger at home garage. In Plano.

Long shot but is anyone collecting the Panini Qatar World Cup 2022 stickers. Looking to trade some…

What is the average salary of a Senior 1?

What avg salary do blockchain developer get with 1.5 YOE?

What is the ctc for senior analytics consultant, YOE 6.5.

What's the appraisal cycle in Mercer?

potentially dumb question but who do you ask for references??? obviously wouldn’t want to be asking managers before actually accepting an offer, but ive been w the same company my whole career so?

What is IT Due Dilligence? Is it more IT Audit? Better? Worse?

Are people here allowed to use AI advertising tools at their work? I got beta access to one and made a bunch of ads and didn't tell my boss because it saved me so much time..... Scared to bring it up. Are you allowed to use AI advertising tools at work?

Amex relocation bonus kitna aur kab dega?

Anybody in here willing to chat? Moving to Stockholm this year and have a lot of questions.

If I have an interim clearance and leave my job does the investigation get scrapped or is it already funded? I would be transferring to another firm where I would still need the clearance.

Looking to take the CISA exam. I have over 5 years of audit experience. How long do you think it’d take to study? Also, what study material should I use? Any good boot camps you’d recommend?

How about that Annex (havas) pump reel? Anyone feeling millennial? #fidgetspinner

Hello! I am a Technical Sourcer/Recruiter at a reputable FinTech company. I would like to transition into Project Coordination/Management within the tech space. Any tips for the transition? Recruiters: I am open to entry level & contract roles to gain experience! Thanks in advance for the assist!

With so much uncertainty in the economy and waves of layoffs that have hit tech especially hard... do we think there's really such a thing as a recession-proof job anymore if you're not an "essential worker"?

Anyone invest in real estate? Thinking seattle area, manhattan, SF and bay area, or miami.

$530k HHI, $250k cash on hand, $1.2M investments/retirement. Plan to buy $800-900k house as our first home, but thinking of the best approach given rates today. My thinking is that we (i) put $200k+ down and get a 5/1 ARM. (ii) put everything we save moving forward toward paying down the principal (after maximizing retirement accounts). Should be able to do $100k per year. (iii) If rates go down below 4.5ish % for 15 year fixed, refinance and stop aggressive payment. Thoughts on this approach?

Can someone share a Charles Schwab referral link?

Looking for recommendations on a good budget template for a handwritten budget. Got anything?

“It's great that the Federal Reserve recognizes that there's going to be weakness, but it makes me feel, wow, the weakness must be much more than I thought,"
- Jim Cramer

Have some money in a traditional IRA (rolled over from previous employer)... should I roll over to current companies 401k or just use fidelity to purchase stocks directly using it? Need some help...

What is everyone’s outlook on crypto? I have some litecoin from awhile ago and wondering if I should indefinitely hold it. Thanks!

What are trading policies in MBB and Big 4? See all these posts about buying stock, while here I am at BCG basically limited to only ETFs by our trading policy

Traditional or Roth? 401K or IRA? Factors to consider? Eligible for any above (income/age) and want to maximize value through tax/investing strategy for retirement. In early 30’s $100-125K income.

Having to override my cost basis on ESPP shares when filing taxes. Tax statement says cost basis is my discounted price, but I’ve already paid tax on the discount thru withholding.. cont..

Someone here suggested investing in Boeing two months ago. I did. It was down to $110. It’s insane now. Thank you whomever you are.

Any any one here created irrevocable trust? If so what are the annual expenses of maintaining the trust? How hard is IRS paper work

How much did you save before leaving your parent’s house? Either for the first time, or if you went back during early Covid.

Cross-posting: Im trying to flip a new build - long story, but have had certain circumstances come up and can't keep the home - but I'm now competing with the builder because they have homes still being built in the neighborhood (there is nothing against me selling it). They have started offering added incentives and low balling due to market conditions. What do I have and what can I do to sell mine? Or should I give up and just rent it out and wait? Any advice appreciated.

Are there actually mortgage lenders out there who will cover closing cost?

What's the best airline stock to get into before the possible travel rebound next year? Do you also get in now or Q1/Q2?

Is there a calculator that I can put in all my investments and see how it works out in 50 years? I know each brokerage has their own projection thing, but just wondering if there are any other tools where i could combine everything?

Good time to short park hotels & resorts (PK) ?

My wife reads nearly an entire book per day just in her spare time after work, no exaggeration. I’m amazed by her and wondering what ideas are out there to monetize her skill? Book editing maybe?