Welcome to The Financial Life! I am excited to meet a variety of individuals, families and businesses to talk MOnEY! As you know, growing money is one thing but keeping it is a whole different game!

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Good morning! What auto insurance do you recommend at Bay Area? Just moved here and my State Farm premium almost doubled. Thanks!

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I am a traditional reservist so I never really used military benefits before, but could use advice here.

I am currently renting and my lease is not up until October 2021, however I found a good deal on a home and scheduled to close in June 2021.

My landlord will not work with me to end the lease early, so it looks like I will have to double up on rent and mortgage through the summer.

If I went on active duty orders, can I use those orders to break my lease early without penalty?

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Anybody got a sibling who is obnoxiously cheap yet has a ton of money?

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hello, in elss is mirrae tax saver good or quant tax plan?

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Anyone taking profits from UVXY and VXX or still holding?

What is the best setup for Retirement Plan Advisors? RIA? B/D? Hybrid? Other?

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What home security system do you have/recommend? Just bought a house and want to get something installed soon. So many options and very little reliable feedback out there.

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My play for next week:
Sell the SPY 200 puts since the market would plummet. Look for opportunities to buy back, probably when the stim bill passes. Would love to hear your thoughts on it

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why rent over buy; seems like “throwing money” away?

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I’m maxing out my 401K, traditional IRA and HSA this year and paying for some house improvements. I have about $750K total investments and very close to $2M net worth, but realize that I am behind on investments if I want to do FIRE. I was focused on paying off huge chunks of my mortgage and managed to whittle it down to $75K left. Would you suggest I go ahead and pay that off this year? Or pause and do a mega back door roth instead? I’m mid 40s. Thanks!

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Trying to open an account on TreasuryDirect to buy i bonds, and I am required to get an authorized certifying officer to sign a form to complete the process to open an account. Anyone know what that is? I went to my bank and asked, they don’t think they can sign it 🧐

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Relocating from the west coast in late spring. We have three kids under 6. School system is important to us. Thinking relocating to the Lake Norman area or Fort Mills. Pros and Cons. Looking to purchase a house and sq at least 3250-3500 min. Any advise for the area.

i'm looking into getting an american express credit card.. this will be my first credit card, i do a lot of driving and traveling what would be the best one to get?

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What’s it like in these SF Bay tech companies ? With the crazy benefits and high pay ? Any tax folks here can shed light on difference between that and PA?

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Personal finance book recommendations?

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Fishes,

Please suggest a good credit card for regular air travel , airport lounge access with less/annual charges.

Any review on IDFC first select credit card

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Thoughts on buying into Wells Fargo now, at their 52 week low basically.. Bank too big to fail of course and their imposed caps on grown expire in a year or 2 I believe with regards to how much $$$ they can lend out or take in...

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Goodbye XRP! Thanks for the awesome gains and good luck hitting that absurd $100B market cap 😁

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What is the *prime* amount of money to bring you happiness?

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More Posts

A child that kicked ,punched and spit at staff and students.He wanted was to go to the principals office. In the principals office he played with Legos, cars and toys. Rewards for bad behavior.

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We decided to do a photo session before the wedding for the two of us and family. The photographer and the location were amazing but the makeup was terrible, and because I was low on time, I couldn't fix it before the photos. The makeup artist make me look yellow! Idk if there's anything that could be done at this point, but feeling so disappointed :(

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

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Hey guys, do you have some suggestions as to who to hire to professionally redo my resume, cover letter and LinkedIn profile as a newby to US job market and someone who wants to enroll in analyst and finance jobs?

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If I had a dollar for every time my boss screamed “UGH C’MON” at his computer... It’d be enough to buy myself the medical coverage my company doesn’t provide. 🙃

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Hey guys, I am a graduate student at Tandon, NYU and had a hard luck looking for summer internships for 2022. Would love some reviews for my resume. Any advice is appreciated.

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Hi all - does anyone know the opportunity for travel between EY firms internationally? Currently at Deloitte by looking to move somewhere where it’s easier to do time abroad and have heard EY is better for this. Thanks in advance.

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Anyone here working in the tech consulting practice in the NE unit easily able to get local clients in the city?

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This couldn’t be more timely as I’m sitting in the waiting room after just being diagnosed 😆 welcoming tips for adjusting to Adderall!

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What range should I quote to HR when they ask for what are your expected salary? Current CTC is 10.55 LPA. I have 5 years of big data experience including 6 months of on site project at egypt. Your suggestions are most welcome....

Senior Agency Prod Salary in Toronto??

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Just curious, how much do Partners make at a firm

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Recent immigrant and about to buy a car - insurance company said it would take 2 weeks to process my application. Is this normal? In the US I insured my car with one 10min phone call, so was a bit surprised

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Anyone volunteering with the upcoming CFE exam this week?

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What's your opinion on restricted stock?

Sheraton bed or the Westin bed in terms of good night sleep? In other words, If you had to buy one which one would you go for?

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How is SAP projects in IBM?

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Additional Posts in The Financial Life

I want to make tons of money to be able to have freedom of time for service. The recovery community is my main gig. What types of service do you enjoy and why?
What is your WHY! Please share?

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If the traditional 60-40 stocks/bonds portfolio is getting crushed, what can we do to add market volatility control during these weird economic times?

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I am looking for a tool to help with determining how much money I will need monthly when I retire. Any suggestions?

Great question! And without getting too much into monetary policy.... Fed rates are set by the Federal Reserve which banks use to charge each other to borrow money. A lot of times these rates move together, however, a Fed rate increase does not instantaneously change the rates the bank offers.

Other types of savings account have seen an increase this year such as online savings accounts and fixed annuities.

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What are your experiences with IUL?

What is the biggest perspective change you’ve had to make about your financial life in the last few years? Mine? I’m 49 and realized that making money for me is easy but the amount of money I’ve lost over the years makes me want to cry. Change is here and better late than never!

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