PSA: Amex Cardmembers can receive a complimentary year of Calm Premium membership plus half off the following year on auto renewal. Go to calm.com/americanexpress

Which app do you use to buy stocks? Is cash app safe or should I go the old school route of Fidelity or Charles Schwab?

Trying to avoid paying an accountant, can I actually write off home office space/mileage if I was just permalancing for 3 months last year? Shouldn’t the 7 months of W2 take care of this 1099 shit?

Morgan Stanley or Schwab? Which brokerage should i choose?

Pranam Fieshes ,

How to declare tax on joining bonus? First time got joining bonus , how to mention it in tax declaration . Please help

Your lovingly,
Fish

What’s a good, practical tax book to read for someone who knows nothing about taxes? I feel like I should familiarize myself with them but don’t know where to start/find the topic very overwhelming and dense even as a finance attorney. Welcome to other beginning finance book suggestions too! (Already read Kiyosaki and Ramsey)

My company allows contributions to both traditional (pre-tax) and Roth (post-tax) 401k. Is it better to split my contributions between the two? For example, I could contribute 3% to Roth and 3% to traditional (my employer matches up to 6% total but that can only goes to traditional)

I only have Reg left. I failed it once before. For those who have passed Reg what were some of things you focused on? Also if you have any study tips I would really appreciate it, tax has never come naturally to me.

Starting as an SM in S&A on the strategy side in the next few weeks. What does travel budget generally look like? I understand first class flights are a no go domestic which sucks, but hoping hotel and food budget makes up for it. Also, does Deloitte pay for platinum Amex or is that out of pocket?

How much do you keep in the bank vs brokerage?

200k in student loans. Unmarried, no kids. If you had to choose - Would you prioritize paying them down/off or saving up for big ticket items like a house/retirement?

Are there any flexi benefits in the payroll management system to get the tax exemptions in BA Continuum?

I opened a Marcus HYSA based on the advice in here and now (too late) I'm freaking out that I allowed this "Plaid" thing to access my bank accounts to move the money over. And it requires linking all accounts, which seems unnecessary. Do folks think it is secure??

I recently bought my 1st home in TX. I want to get into real estate and eventually own/rent out multiple homes. Are there any good recommendations/tips on books/articles/websites that others have used to get started?

I've read about HELOC and cash out refinance to get a 2nd home but articles are so scattered that it gets confusing which is better in terms of tax benefits and immediate costs, etc. Anything others have found helpful that summarized how to get started would be great!

What is a good credit card to get for travel?

Is now a good time to buy VTI?

What’s the best way to maximize having both the chase freedom unlimited and sapphire preferred?

For context, I’ve had the unlimited for 2 years and just opened the preferred because of the bonus offer. I will hit the $4k spending target, but after that, what’s the best way to use these two in tandem, given the unlimited rewards are all around much better.

How do you ask for points?

My DashPass via my CSP is expiring at end of the month. Does anyone know if I can get another year of it by adding another eligible Chase card on the same account??

What are your experiences with buying or selling homes on leased land... Is it really a secure investment, or could they just take back the land whenever they wanted?

Just found out that my favorite aunt, who claimed I was her “favorite” niece, chose to leave all her valuables to her other two nieces who never visited or called her once in the last ten years. My aunt passed away suffering from cancer last year and didn’t have her own kids. I was there by her side throughout her battle. I still wish I had done more, made her life easier. I probably sound petty, but a part of me is forcing me to re-evaluate every interaction I ever had with her.

What are the best security consulting firms with a focus on the federal sector?

Anyone knows about the base for chase PCA?

Any other golf coaches out there? What are your favorite drills with your players?

What percentage of your total comp is in RSUs?

How much time off do you get for the holidays? I have 1 week off. Social workers or therapists at hospitals or treatment centers especially.

Moving from T2 to McKinsey. How do vacation requests work? I have family and friends getting married this fall in weddings delayed because of covid, but I’ll just have started so wanted to get a sense of how realistic taking vacation this fall would be and how to approach taking it (e.g. mention to HR, staffing). TIA!

What’s the bonus at YE for SCs in PAS?

Thoughts on GP Bullhound?

Any recommendations for residential areas/ accommodations close to EY london office? Hate to commute🫠 starting soon!

Anyone wanna rant? If so, please provide details of the craziest shit u have been through in ur career🤗

What are the chances of jumping from IQVIA strategy consulting to T2 or MBB? Have previous 6 yrs exp at b4 management consultant in ops and worked some projects with S& and +2 years corporate and value and access in IQVIA

At McK does integrative = generalist? Or are practice aligned consultants also integrative

Any recommendation for affordable and sustainable washer and dryer?

"How many points?"
I'm new to all this. Beyond all the humor is this actually commonly done ? What's the process and way to go. Real examples please:)

💳Credit card help💳 Starting a new job in two weeks. The new company does not give a corporate card, so I get to pick my own. If things were normal and I was traveling / spending as usual, getting the CSR or AMEX platinum would make sense. But with things the way they are, what should I do? Work related expenses will be minimal, but Im moving/furnishing an apartment so personal spend will be decent. TIA!

Any recommendations for best balance transfer card? Like zero APR for 15-18 months and no fee? Also nice to have points or cash bonus

Booked a JAL intnl flight on the American website but it doesn't seem to be crediting to Alaska, can this still be done?

Does Platinum Corporate Amex worth the $550 fee in terms of points? Let's say I travel up to 50% of the year. And EY doesn't pay for the membership fee anymore, right?

Can someone confirm if Marriott does not give complimentary breakfast with a points booking? Booked with 25k points and was told no complimentary breakfast..

Need 6 Marriott nights to titanium (spend doesn’t matter). 1 - would any hotel manager cut you a deal? (Ie if 6 nights is 60k; let me pay 30k and get the nights and I won’t use the room?); 2 - where are cheapest Marriott hotels? I found 10k per night in burbs of Chicago? 3 - would any cheap Marriott let me run this scam remotely? (Ie call Abilene Texas, check me in without my showing up)

Is there a United status challenge?

Has anyone been offered a status buy-up for 2021. ~$1700 short of United 1k this year and think my travel will increase a good bit starting next year. Think it could make sense, especially given the 2021 thresholds

Lyft driver delayed picking me up 30 min, resulting in me canceling my ride and asking hotel to call me a “yellow taxi” to get to the airport because it was 5am and all ubers/lyfts were 15 min. Specifically said yellow. Hotel calls me a private lux SUV and the driver got out of the car to handshake the man who called and said hi (honestly money couldve been passed). I then get hit with a $180 ride. Marriott website says taxi should be $65. Should I complain or let it go?

Looking to buy 35K marriott bonvoy points. Let me know if anyone’s willing to sell?

Flight attendant woke me up while I was sleeping to give me ice cream, then I couldn’t go back to sleep.
How many points?

Currently SPG/Marriott Plat, does anyone other than Hilton offers status match

New to UR travel portal. I keep seeing that I will get 1.5x back here -- does that mean if I have 20,000 points originally, it becomes 30,000 points in the portal? (cont.)

Where are the good point promotions? Spg (soon), Hyatt recently just ended and those were lame. Anyone know good ones going on or starting relatively soon? Interested in rental and air promotions, too.

Anyone knows how chase sapphire travel insurance works? I used the first leg of the trip but cannot return due to an illness. It is cheaper for me to cancel the return leg and buy and new one way.

Thoughts on the best domestic mileage program? Any recommendations for someone also potentially using those miles for international redemptions?

Found a bed bug in a Radisson Red in Campinas Brazil, how many points?

Thoughts on the new Chase Freedom Flex?