The son of a friend is an advisor and is giving up. He has approached me about taking over his book, evidently only about $1.5M.What would be a fair amount to pay for this?

What are the best ways to increase my assets and decrease my liabilities? Specifically for the age range: 21–30, paying down my student debt, need to pick my next investment targets

Side gigs. What do you do to supplement your income (besides marry for money)? I bartender but that’s taken a hit with Covid. Thinking about some kind of tutoring set up.

Got a letter of default and acceleration notice from bank who repurchased my mortgage due to what they thought was mortgage fraud but wasn’t. I’m contacting a lawyer but has anyone gone through this? I know they want it off their books and suggesting I refinance but my rate will increase and they’re demanding legal fees too

Hey all! Would really appreciate feedback on my current financial approach and making an actual financial plan (HELP pls lol)
This assumes I just got my direct deposit.

I contribute 25% to my workplace retirement acct. when I get paid, I apply a lump sum to my student loans or other debt. With the leftover, I’m having trouble coming up with a monthly investing plan. I have a Roth IRA and will max for 2022 (VT/VTI). I fund a rollover IRA+brokerage, no traditional IRA. Any thoughts, ideas?

What is the best way to get euros out without fees and at the actual exchange rate? Is it best to use an ATM at the destination or is there a better alternative?

My work office is in philly but i wfh in delaware. Why im i paying for both state taxes as well as philly tax. Is that right or do i need to make some adjustments. Im at PwC currently.

Anybody knowledgeable have thoughts on what what a recession in the general market would do to crypto prices?

Looking to buy Rolex OP. Thoughts on new vs used? Is the additional ~2k worth it for new?

Hi guys. I have a query with regards to the Income tax proof submission.

So I have claimed exemptions on the following-
1) HRA
2) 5 year term deposit(fixed deposit) under Section 80C
3) Interest on education loan under Section 80E

I have also provided previous employment details.

Guys I didn't know that we have to submit declaration forms as well. Can you please tell me which are the declaration forms that I would need to fill and submit??

Thanks in advance :)

Looking for advice for investing in these two options. Say I have $100k by October saved up
1) Put 10k into iBonds and $90k as downpyament and closing costs for a property (I’ll need to put in 20%, already talked to several mortgage agents)
2) Put $0 in ibonds and put all the $100k in the home investing (given it’s a little more of an expensive property, given some other factors - location, size, etc)

Thoughts on Crowdfunding real estate investment? Is it a good option?

Can I pay income tax challan using credit card?

Is ulip a good option for investment planning. If yes, can anyone tell me about max life fast track super plan. From what is told this plan has 10 year tenure and investment has to be done for only 5 years

How likely is this stock market rally to persist? Are any of you buying currently, or just waiting and holding on to cash?

Anyone here have experience living in Evanston? Is rent cheaper/what range would I be looking at vs Chicago? Going into full time now and personally am of the mentality to save money like crazy, CONT

Inflation check @9% 🫡

List the college you went to. When you graduated. How much you pay monthly on student loans and when you think you will be done.

Which one would you prefer b/w local lender v/s establish financial institution when buying a home?
What are the pros and cons of each?

What brand should I look at for office wear? I have a rolex, which I love, but I would not dream of wearing it at the office… too flashy. I’m thinking of something nice, respectable, but not too ostentatious. Maybe like an Oris or something in the 2k range? Any suggestions?

Hi everyone I am asking for referrals for CVShealth and United Healthcare. There a few positions I have my eye on. A referral would be appreciated thank you Stay cool out there

What salary can I expect for PWC Consulting (Advisory) in Dubai? Base + Housing Allowance?

Does anyone know how much an SM and Associate Director make in Accenture London?

I'm on my 8th interview with Alight Solutions. Can anyone tell me the salary range for a senior consultant there?

Is freelancing paid media or social media lucrative in Toronto? Looking to make the jump to that

Random question for anyone who has ever exchanged/gotten a replacement away travel suitcase. Is there any flexibility to get a different color? My interior zipper broke and I stopped in a store to ask if they do repairs and they said to bring it in and they’ll just replace it. I wouldn’t hate switching the color but feel weird asking for some reason

I have 7 YOE and applied for a position that is L4. I feel as if I’m overqualified for the position, but the Recruiter told me that when they say L4, they are actually looking for someone with 6+ years of experience. Is this true? I feel like I should be looking at L5 with my experience

Hi fishes anyone please inform me about opening vacancy My current position cisco is Sales operations Engineer but term got end, please help me with opportunity

Why the resource team is wrongly mapping to higher level management role project proposals. Like 4 yr experienced people are being proposed for 10 year experience requirement.
Does anyone else faced this? LTI

Deloitte business tax services ? What is the best sub group@to join in terms of hours etc.

What do I need to do regarding my Amex before leaving the firm

By investing 50k/annum in NPS I can save 15k tax per year.. Suggest me I should opt for NPS or not?

Recommendations for am impromptu 8 day road trip from Dallas area early may? Parents + 3 year old in tow; enjoy nature, scenery, good food, anything with history. New to area so literally haven’t explored anything yet (but want to avoid Austin San Antonio trip)

Layoff in IQVIA?
@iqvia

HI
Im looking for opportunity in react js. can anyone refer me @Mphasis
Have 4.5+yrs experiences.

TIA

What’s the strangest, weirdest, funniest or craziest thing you’ve ever seen door knocking?

If you buy individual stocks at what point do you get out? Both if it’s lost or gained..curious to hear others thoughts. I have a loser I bought at $77 currently at $31. Don’t plan on selling 🤷‍♂️

I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

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?

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

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

I spent abt $25 a client last year for gourmet chocolates and don't think I would do that again, think 4 out of 30 families even told me they received them. Anybody have gifts that were home runs?

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

Two of my clients have requested me on Facebook. We're really friendly but it's weird right?

Audiobook recommendations? Currently listening to The Subtle Art of Not Giving a F*ck and I'm enjoying it, but I'd also be open to listening to novels aside from self help books.

For you guys who run fee based AUM: Do you allow for HH account consolidation in order to let all client's account be billed at higher breakpoint thresholds?

What are some telltale signs that someone is not genuine?

Looking at starting the CFA journey. Schweser was recommended, but is it worth the added cost? If I'm subscribed to the idea that I am going to be spending 20hrs a week studying, is that sufficient?

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

Who’s working away from home remotely? What’s your setup?

What do you do for outside the box client appreciation events?

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?

Curious, what is your company's paid parental leave policy?

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

Best book recommendations for inspiration and self improvement?