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?

Best credit cards for points redemption? Currently have delta platinum Amex and flying delta weekly.

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

I handleda very difficult and convoluted succession for a black family. My client was astute and intelligent. We got along great. His family was difficult. Willfully ignorant.

Part of the succession dealt with clawing back $450,000 in insurance proceeds that a niece fraudulent received from the decedent by making herself the beneficiary on policies. A separate attorney was hired to handle that part before I was hired to handle all other matters, including settling a $500,000 debt with the...

Can someone explain how to maximize the 401k employer contribution -- by when during the year should I have invested the full $18k to get the 1.5% match?

What is your tax refund

What’s the % of your take home pay to your gross pay? Suggestions for best way to reduce impact of taxes?

Any success stories with EB5? Who did you use? How were the investment terms? Been on H1b 9 years now and no end in sight with eb2 wait. Concerned with risk of outright fraud not 500k investment amnt.

What were people's 401k /pension balances at 30?

Feeling behind at $40k but making big headway now saving 10% and pwc wealth builder at 6, (26k a year on 160k)

Hi,
Has anyone bought a new construction home from the builder Gehan Homes? What's been your experience?

I have a client who wants to liquidate all his investments to buy a home. I told him I wouldn't recommend going cash poor. What is the fascination with HAVING to buy a home when you get married?

How do you manage your money?

I only bring in a little over $2,600 a month. After paying all my expenses, I get to put away $500 a month in savings but don’t have much wiggle room for anything else, including going out money.

I’m very privileged to have a significant inheritance and zero debt of any kind. I really wonder how my peers who have student loans, car payments, and even children manage to pay their bills and live so comfortably. Please share if this is you!

Hi all… I’ve been working for a bit and have just been pocketing all extra savings - I’ve accumulated roughly 50k which I’m super proud of and grateful for. i don’t have any investments yet, but I heard selling puts is a great way to make passive income. any advice on this and suggestions on what to do with maybe 30k out of the 50k??

New to Roth IRA and ira. Do I need to report realized gains out of these accounts during year end tax reporting ? I day trade out of these accounts and flip even for quick 100$ gains

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)

Let’s talk finances. How are you all paying for this? Loans, I assume, but any strategies?
In early 2021, better to try to max out retirement accounts to maximize financial aid or to just start saving?
200k is so much.

Need some budget help. Just starting out. About 70k gross, 2.1k/ month in fixed expenses ( not counting food etc), 12k of debt. 26 yo w/ no real savings

planning to sell my 2 BHK flat in Rahatani , near kokane chowk..if anyone interested ping me so can share the details. Thanks!

Joining Google in few weeks and my side gig these days is researching 529 plans for my almost 1 year old. Does anyone know if Google offer & contribute to any 529 plans? If so which one? I see it listed in benefits section of onboarding site but looking for the plan name at the least.

I am an architect working in the field for past one year , but now I want change my field to mba finance so would it be a good choice ??

Is Trafigura a good company to work for?

Hello fishes,

I recently gave my technical phone screening interview for the role of BA 1 at Amazon it went pretty good was able to answer 90% of the answers but after that I see that my job application shows on their portal shows 'no longer under consideration' although I'm yet to receive any mails from them.

Can anyone tell me what it means have I been rejected or something else.

Thanks everyone

Anybody here visit Gunnison, either once or regularly? Curious how much of the professional NYC crowd is present there.

Best books on entrepreneurship? Trying to find a good birthday gift for a friend thinking of starting his own company and exploring business ideas

Hi guys,

I switched 20 days back to Optum. I have 7 years of experience working as a full stack Engineer, who is passionate working on both front end and back end on latest technologies. But my project is working only on back end with 10 years old tech stack. There is no front end work at all. What should I do?
I don't like working here at all, but I am not sure whether moving out again in a month will give bad Impression on my resume. Hence please give me advice on this situation

I am currently in the field of education and concurrently working on earning a certification in project management through Google. Any tips on how to seamlessly move into the PM space from teaching would be greatly appreciated.

Has anyone ever been in a mostly platonic relationship? I don’t like to label myself much, but I don’t really like intimacy and don’t really like romance. Some people would say I’m asexual/aromantic, but unless that too is a spectrum, I don’t think I fit squarely into that group. As I get older, I’m realizing I’m feeling very lonely. It would be nice to find someone, but have it be platonic (any gender/sex). It’s weird, I know. It’s hard to articulate as well. Can anyone relate? 😭😭

Anyone in need of a hybrid to plug a gap in their team/an extra resource in the lead up to Christmas? If so get in touch.

Not in London? No worries. UK based / happy to work remotely.

Junior level, with experience.

Hey! Anyone here work with Admit Advantage? I’ve searched the bowl and can’t find any previous posts. Met Erik last week and he gave me the best advice (of all the admissions consultants I’ve spoken too).

Does your office recognize admin appreciation day? Does your executive do anything to show their thanks?

Does anyone know the starting salary for Jackson Lewis in the firm's Connecticut office, as well as the billable hours requirement?

Anyone use google docs?

Hey fishes I am a Software Engineer at Iudx. I am looking for a job change.

Tech stack I use : React/Redux
Angular
Html/Css/SCSS
JS/TS

My current CTC is 9LPA so I am looking for anything between 13-16LPA.


Any reference will be helpful. Thanks in advance.

My daughter had tears streaming down here eyes this morning as she begged me not to go to work. I'm heartbroken. The weekend can't come soon enough.

Thoughts on dipping into the condo market? Was thinking of waiting till March but don't think prices will drop that drastically and will be ok long term...

I JUST LANDED A PHONE INTERVIEW WITH GOOGLE!!! can I get some google phone interview tips, advice, etc.? (Forever grateful) 🙏🏾

Anyone have experience with Concert Health?

Trying to gauge what everyone is giving to their sales assistant for the holidays?

For those that work from home, do you often find your self playing with your phone while you're in a call and not paying attention to what's going on in the call?

I have a client who wants to liquidate all his investments to buy a home. I told him I wouldn't recommend going cash poor. What is the fascination with HAVING to buy a home when you get married?

Anyone with LPL that uses an outside E&O carrier for your registered rep needs? Their shit is expensive

I'm inheriting a book from a FA who resigned. This is my first rodeo at this sort of thing, so any ideas on what to say when reaching out to the clients?

I am interested in speaking with FAs approaching retirement. Many have no continuity/succession plan. I want to help develop that plan and find them a successor. Do you know anyone I can assist?

This quarantine period is really messing with my structures for WLB

Does anyone currently work with LPL as an RIA? Or has anyone left LPL to a different BD? I'd like to know the insights of LPL

Looking for recommendations of any good non-finance books to pass some of the downtime at home

Is it normal to get yelled at by the client? Swearing and all? Ever happened to anyone?

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?

Considering bringing a new advisor on board. Licensed and not new to the industry, but new to financial planning. What type of training program works for you?

Basically half the homes in america have some sort of smart device, but I am terrified of them. I refuse to have an alexa at home or in the office

What is your go to watch in the office?

Thinking about going independent and operating out of my home office. Does anyone have any thoughts to share about that? I’m wondering about clients coming to my home and FINRA issues.

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

I am a new financial advisor in Washington State. How do you go about finding books of business for sale? Or where do you go to find clients? I don’t have a big warm market.

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 🤷‍♂️