Upon leaving PwC are you required to roll it over or can you keep it in the existing 401k / Wealthbuilder accounts?

If you have left recently would be helpful to understand where you rolled it over to and why. Thanks!

My wife wants to move out of state. I'm in my 6th year...500 clients and finally starting to make some money. How bad of an idea is it to sell my book and buy a book in a new state?

Does anyone think there is long-term viability in Cryptos?

Mutual funds you have your eye on right now?

Looking to switch jobs and maternity leave policy is an important factor for me. Would love to hear about some companies that have generous mat leaves vs. others that don’t. Can you all share what you know?

I am joining JPM as a VP. Which brokerage accounts are permitted at JP for personal trading?

What are some of the things that were a MUST when buying your first home and what were some things that you were more flexible with and why? I’m having a discussion with my partner about what we absolutely need and what can be worked on later.

Hi Folks!

I am business analyst/consultant with a total work experience of 6.3 years,I am currently serving a notice period with last working day on 27th May. Let me know if you have any suitable openings in your organization.
Area of expertise: US Healthcare, Lloyd's of London P&C and RPA automations.

Thinking about buying first home. ~$600k. How was your VA home loan experience? In a competitive market, was it a weakness? Is it an issue with lenders? Do I need a RE agent well versed with them? THX

Anyone trade their personal account actively? How successful have you been?

Words to say, questions to ask, things to do when a client who moved their money to year exactly one year ago, blind sides you with ACATS out after you’ve made 13.7% because he is conservative? GO!

Is 160k good salary as a manager in New Jersey? With savings of 300k so far... I am wondering if it is a good time to go back to India.. I mean there is no end to earning more and more ..trying to settle on a goal on US money and saving .. after that I never want to regret once I go back .. I want to go back happily with no regrets and want to feel good about myself that I was successful enough ..

Fish fam - quite new to all this and would appreciate your support. if I am based in a high income tax state but work on site in a lower income tax state. Can I claim the paid taxes back from my home state or do I always pay income tax based on where my home office location is?
Thanks

Roth vs Traditional 401k, thoughts?

I should be getting my job offer this week. Can someone tell me if Chase offers benefits such as; student loan repayment, discounted daycare, childcare FSA, employer HSA contribution? If there’s a high-deductible plan what’s the max family out of pocket? What’s the employer 401k match?

Did anyone else get a ridiculous rent increase this year?

Other than Airbnb, what is the best way to find month to month rental options?

How common are credit checks for roles in accounting or finance positions? Will high utilization on credit card balances and low credit score be a deal breaker? I’ve been irresponsible and made mistakes, but wondering if I can switch jobs now or if I’m best off waiting 1-2 years and cleaning up my credit first.

How is Novo Nordisk in Bangalore? Quality of work, culture, work life balance, flexibility, other benefits apart from salary. Their leave policy is very good on paper. Practically, how easy is it to avail leaves in Novo? Are there onsite opportunities? What do you suggest about taking up a scrum master role with them after working in service companies throughout the career?

Thoughts on the following neighborhoods: 1) area south of Chatfield Lake; 2) Roxborough Park. We are a family with a middle school aged child (and late 30s). Thanks!

Is it ok to share offer letter to hr of other companies for revising or counter? If they ask to share?

Men’s belt that goes well with jeans. Any suggestions ? Pictures also welcome

Anyone looking for a referral to Deloitte? Feel free to dm me.

Hi. I have a Panel Interview with a Salesforce product company. I need to do a presentation to the customer on the Product and how it will solve their problems. I need to do an elevator pitch for 3 slides about the company and then address the customer problems with the features of the product. Can you please share some Tips on these ( Elevator Pitch about the company and suggestions for the Panel interview) ? Thanks.

Acn folks who have done the ey tax chat service. I started the process but have left the firm and can no longer login.

Who can I reach out to about this?

Best corporates to join in Toronto after consulting?

What is a typical AVP salary + bonus structure at CitiGroup? In Mississauga, Ontario.

Is it true that all transfers to US have been put on HOLD?

How is the WLB in Deloitte advisory .. ? Is it manageable or really bad ? Seeing many comments in fishbowl on poor WLB..

Holding offers currently with Deloitte, PWC and KPMG,. Looking for suggestions to take a better decision

First year associate here—I got all “developing” on my engagement review from my manager. Is this good? Bad? The options are “needs improvement,” “developing,” and “proficient."

Would would a senior product manager do over and beyond a product manager. We don’t have any seniors at my startup and I’m trying to figure out what I need to do/achieve to get promoted. Any advice would be much appreciated.

Anybody here who gave interview for senior business analyst role in IQVIA?

Hi everyone, I'm new to Canada and want to start my career here in the Financial and Banking industry. I have passed the CFA level 2 exam and was wondering if I have to complete the Canadian Securities Course (CSC) as most of the job postings here mention about it. I saw that if someone passes at least the CFA level 1 exam then the requirement of CSC is exempted. Can anyone enlighten me about this? As the CSC exam costs above 1000 CAD, I wanted to be sure if I need it before investing behind it.

Any recommendations on good online courses for someone looking to explore Ux design? I am a service designer looking to learn more about ux design to broaden my design experience. I am looking for courses that help you build a portfolio and eventually land a job in product and experience design. I am checking out product design courses at dribble, Brian station and careerfoundry but haven’t found more independent reviews or comparisons.

I'm an introverted person, like to keep to myself, focus on work, spend the rest of my time on family, gym etc. I've been told that I need to work on my communication and client relationship building skills. any books I can read? I don't follow pop. culture anymore, no longer actively follow team sports (but sporty myself) as I consider it bread and circus for the masses and don't rly enjoy work drinks... Am I doomed? Personally I am happy and love the work but fear for my career progression.

Thoughts on calendar being double booked? What are the etiquettes to be followed. Often people double book and it feels like “ my meeting is more important that whatever you have booked time for in yours”. If both meetings are same urgency/importance - what’s the best approach ? What are the expectations of leadership - to throw everything away and jump on to calls based on seniority ?

What are the best data privacy certs to aim for? 4 year exp in cyber risk consulting. Want to move to a privacy related role outside the big 4. Should I go for the CDPSE or CIPP or CIPM?

Good nonfiction book recommendations? What are you all reading?

To those starting the year on the beach: office or home office ...or actual beach?

CAIA vs CFA?

I am on my second year of STEM OPT. Was not selected in the H1b lottery this year. Have another shot next year (still low chances of getting selected). Could I still be selected, assuming that some companies are going to lay off some workers/withdraw apps? What should be my plan B if I don’t get selected next year?

So many flight cancellations- 5 at last count. It’s a minor miracle that I will make it to Boston today 😖.

Started my first job out of college ~1month ago and am only at around 50% utilization. Before I fully ramp up, what would be some good skills or certs to work towards? I’m working for my firms management/tech practice and am also open to expanding my coding skills (currently pretty basic)

All I want to do is curl up in bed with hot tea and a good book. Recommendations for if I ever achieve said dream?

Told a friend of mine in tech I was considering moving to BCG. He asked me if I would have to move to Boston.

I followed up by asking what he thought the top consulting firms were. "I'd guess PwC and then McKinsey are the best. I've also heard of KPMG, Deloitte, and Bain, but I don't know much about them."

Just a reminder that outside our bubble no-one really cares about firm prestige etc.

Looking to improve general communication skills (especially around structuring narrative/ key messages), any books/courses that you would recommend?

Anyone in the latter part of your career regret not getting into a relationship because you were so focused on yourself?

On the bench for the rest of the week… no BD work… someone recommend an easy yet valuable training I can do online to pass the time.

Is studying for (and hopefully passing) the CFA a good alternative to an MBA for career advancement?

Background:

Currently in M&A advisory. Not looking to move into research or portfolio management, just seeking to add an "advanced degree".

I would love to go back to school, but cost and my location - not near any major schools - have kept me from applying. I have considered Kellogg's eMBA in Miami.

#cfa #mba

Not sure if I am getting laid off. What are some key signs. Thanks in advance for your help?

What are some publications, books, podcasts, online classes etc that can help me prepare for my first year in consulting? Have 5 years of experience in finance and making the jump to consulting.

3 for 4 on upgrades this week. Delta FTW.