So are there any members of this thread that manage retirement plans?

We bought a condo in February 2022 then as you know prices are going down while rates are flying up 😭 We're quite worried about the value of our home and can't really enjoy it. What's your thoughts about this? PS. First time home buyers 🤫

How bad is this trade war going to be?

Pulling over 2 million this month from fidelity. They have no advisor since the guy on their statements retired 5 years ago. Wtf!?

What areas have had the most rent reductions in Manhattan?

Can someone on a Manager salary afford a $675k house on a single $140k salary? With 20% down?

How common is it for people to not pay off credit cards every month/actually pay the interest on them?

Does anyone feel like they don’t want to go back to normal? On the one hand, absolutely I want to. I miss seeing friends, dressing up, going out, and traveling for work. On the other hand I have saved so much money over the past year, spent a lot more time with family than I would have ever been able to, and actually rested and been able to focus on my wellness (started therapy and treatment for a chronic condition.)

How much should i save from my salry for securing post retirement life and all general commitments before that. I'm 30 now. Assume no Inheritance. Current in hand 1.85 lpm

What are the best investment books or authors for beginners? What are the best podcasts, YouTube channels or bloggers to follow? What are your favorite stock trading platforms? And if you finally have six figures cash ready to invest, what's the best place to start? Which broker / financial advisor would you recommend? This is only for 3-5 years to ultimately buy a decent home for my family.

I'm clearly a dummy so any help is greatly appreciated.

I will be a US citizen in a few months. Does this mean I will need to give up my Aadhar card along with Indian citizenship? What happens if you have property in your name? Needs to be transferred?

Anybody have experience with PenFed for a VA loan? Came up in a search and their rates are extremely competitive. Any reason I shouldn't take the lowest bidder?

Mortgage PITI payment would be about 50% of take home pay, but it fits easily within my budget. We max out 401k, HSA, and backdoor Roth. We also have about 150k in savings in case things get tight and saving an additional 1k per month. Is this still too tight?

Hello fishes, will be really insightful to understand cost of living in Doha for a single person. Rent + food and other expenses manageable at 8-10k QAR/ month?

Is NFLX a buy at $260

Are consultants at MBB allowed to trade individual stocks? Or are they limited to mutual funds only? For example, can someone at McKinsey buy AAPL?

I am sick of being a realtor! I've been trying for 5 years and have only sold 3 houses. Where I'm from (small Southern town) nobody is buying. Most people's families already own homes and it's just a bummer to see all these nice houses deteriorating over time.

Do you guys think the Bay is a good city to retire in? I want to buy my parents a house closer to me but not sure if I want to move them here but it's either that or I leave

Can grad students get $20k forgiven if they got Pell in undergrad but outstaning loans are only for grad school?

For those of you who own rental properties, how much cash flow do you earn from them and how much does your day job pay? Would be interested in hearing from accountant rental property owners. Think it would be interesting to get a big thread going

Hey fishes.. can anyone refer me for implementation job in Sap FICO

Hi strat friends. Need to do development research on a proposed brand architecture with their target audiences. Can anyone share insights/info on best practices re: designing the approach? Thank you!

How do I politely decline that I’m not okay to make out in the first date or when the guy calls me over to his place after we meet/eat/drink? I want to take things slowly & know the person before getting physical. Not everyone might like this but that’s what I am & this whole thing appears off-putting.

who's still up and wants to chat? banter? whatever

I’m creating an ad hoc, pro bono guerrilla stunt for a video game launch coming out end of this month. If you’re an AD that wants to get some cool execution work in you book and have decent photoshop skills let me know. I’m doing this campaign on my own for the game and am gonna package it as a portfolio piece if it goes viral, which you can include in your book of course as well! The publisher might pay us if it gets results but no guarantee

Any new joiners? Wanted to know the pay range for Sr.Analyst currently novartis is offering.

H1-B transfer question

I recently accepted an offer to join a company (A) . They started my H1-B transfer and I received today the approval notice for the transfer.

However, I accepted last week a (better) offer at another company (B) and they will start soon my H1-B transfer.

I attend to tell company (A) on Monday that I will not be joining them. Will there be any issue with company B filing for a H1-B transfer soon?

Fishes, Facebook reached out for a interview. I am on h1-b and wanted to understand if they are sponsoring GC amidst everything that is going on with the company? Thinking if I should even try.

Has anyone done a commute to NYC (2-3x per week)? SO is considering it and I’d appreciate any insights. TIA.

I'm new to the city

What's your Age, Sex and Favorite thing about Philly?

30/M/the love for the sport teams

See the George Floyd trial verdict will be announced in the next hour.

How are you counseling clients around this? Or, are you not counseling clients on this?

Curious to hear from the bowl.

Is verizon service based or product based company?

hey, I joined Deloitte in June 2020 as an GPS SA analyst, I just staffed on internal project only providing me adjusted utilization. Now my standard util is 40 and my adjusted is 105... and this project last in another month... by then my standard util might be 20.. will my promotion be affected by this? My target promotion year on TOD is 2022. My manager said we might sell to client and extend this project in September but nothing guaranteed.

Can anyone advise on new Sr. Consultant, Deal advisory, valuations salary in downtown Toronto office?

Anyone have issues with D BG checks taking forever?

Does S& or PwC finance part time MBA? If so, what are the requirements and how much do they cover? Thanks!

Work sucks and I just wanna cuddle 🥺

Anybody use Axial marketplace? Thoughts on quality from buy side? Any other alternative marketplaces you look to?

What the general experience or opinion on commuting vs hotel? Miles/time?

I currently use adp platform, reach out to me. Bill 6314129500

What are your best and worst sources for leads/marketing?

What do you like/dislike about them?

What databases is everybody using to lookup current plans and are you successful with this database taking over existing plans?

Where do you need the most support in your RP practice?

I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?

Are u allowed to be an insurance agent while at PwC

What percentage of your clients are choosing to permit the CARES Act provisions into their 401(k) Plan?

With interest rates rising, I Bonds are back in the discussion. Thoughts?

No pitch, just some research for a client of mine.

Aside from referrals, what is your biggest source of leads?

Facebook?
Google?
Physical Mailers?
Radio ads?
Your own radio program?
Something else?

Please ask more to join. Would like to get some more feedback from other Retirement Plan Consultants. For example:

What recordkeepers do you find to be easiest to work with and hardest to work with?

Does anyone have thoughts on RPAG? Is it worth the cost? Is there something better?

Are y’all finding that HR is preoccupied with Coronavirus and not the (k) plan?

Hi all- new to fishbowl. Not really sure how to use and explore the app yet but I saw this bowl and figured I would introduce myself. I am a wholesaler for 401K and I am able to partner with advisors who currently uncover 401K opportunities or are looking to learn how to. Reply if you are an advisor in the NYC area and interested in learning about how to expand your business.

What is the future value proposition of the 401k Advisor in your opinion?

Looking for whole life insurance. Who is better Mass Mutual or Northwestern or NY life?

For those who cold call on 401k plans, what is your approach?

Has anyone used the Warton Group to purchase 401k leads? How was your experience?

Coming up on my annual review and I'm curious about salary ranges for those who work with 401(k)+ plans. I'm a CPFA, series 65, and previously held 6&63. I advise plans on investment selection, plan design, IPS creation, and meet with participants individually as well.

What’s your tax strategy to minimize self employment taxes?

Which firms do good actuarial work for cash balance plans?