What are the benefits of a trust in estate planning for a single person with assets around $2m?

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He's asking you to be his executor and making it harder on you. That's not fair.

He needs to set you up for success.

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Followup question: a relative wants to split their assets among four nieces/nephews (which is what the will states). Most cash is in accounts labeled as payable on death with one beneficiary... only two of the four people (the two most reliable and oldest of the four) named in will are on the bank account and it has been stated to me (executor and one of the two named on accounts) “you can all figure it out some day, I’m not worried”. Minefield, right? 🙄

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I just went through this. Go with your relative to the attorney, or whomever is writing the will. Make sure every last detail is crystal clear. Do whatever you can to stay out of probate. Get your name on all of the bank accounts!! If there are safety deposit boxes get your name on those as well. It's not an easy process once they have passed. Do it all now!

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amex platinum >>>> csr if you think about it

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Which one makes more sense as I graduate with an MHA: Work in strategy in a healthcare system, get experience for a few years then transfer to strategy consulting. Or start in consulting then probably transfer to a leadership position in healthcare strategy after a few years.

Because we have so much shit to do I haven't been able to day trade as much :(

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What’s the name typical salary for an Epic Professional Billing/Claims Team Lead? My healthcare company is going live with Epic in July 2022 and I was selected to be on the project team almost two years . No one one the project team has been informed of their future role within the Epic team. I’ve received multiple offers from other healthcare companies and recruiters for analyst positions that are $120k+.

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What’s the dummy’s guide to legally investing in weed stocks and businesses? Any good resources?

Let’s finish this up strong! What are your year-end self development plans?!
We have our last session of the year of our group/guest financial education cycles at our Downtown Toronto office this Saturday. We go through our first financial education session that we talk about basic to higher level of financial information; from saving, investing, risks and returns, registered accounts, etc. There is no cost and no obligation. If you are interested to attend in-person or via Zoom, let me know.

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The gains I made from my initial MGNI investment have now been wiped by the losses from my other MGNI investments. I’m realising a 1/3 asset allocation into a single stock was a bad idea and whoever told me to just sell at 60 for 40% gains has been proved right.

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I have a 25K loan from my MBA. I paid off 100k whole, after graduation. 3 years ago, I moved my loan from federal to private ( SOFI) account. I recently lost my job. I have applied for unemployment, as the severance that I received will only cover for 2 months. Together my husband and I used to make less than 250k after tax. Now, with a loss of pay , we are going to make less. Do you think I will be eligible for Loan forgiveness?

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Does Accenture have any grad school (mba) tuition reimbursement benefit?

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Does anyone know anything regarding healthcare rebates? My recently previous employer is being very difficult. First they said they didn’t get a rebate check, I confirmed with healthcare company that they received and deposited. Now they are claiming after a week of contacting hr that my rebate is only $4.39. I paid almost 3k for insurance and there was no company assistance. Just money out of my check. I’ve never gotten a rebate before maybe I don’t know what I’m talking about but I’m hopin

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With the student loan pause extended until May 2022, I want to invest the money I have been saving for my loans ($50k) to pull in May to pay down in one large payment. Where is best to invest to get a good return and are there any tax implications to pull the investment + any gains 5 months later in May?

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I recently was let go (in lieu of accepting my two weeks) and I should have received my March expense check by the end of April per the employment agreement (submitted the report April 1, let go before mid April). I have emailed HR but haven't heard anything. I've got a feeling someone at the top is putting a hold on it.

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I joined in mid February in FIS Global and my PF is deducting since Feb but not crediting in PF account as it is not showing in PF portal. Only 9 days of Feb of Employer contribution in PF and EPS is showing only.

Kindly to whom or how to approach for this ??

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Why do 403b have such I fees? I almost want to stop contributing all together or just minimum 6% to meet the match. Possibly just rely on the pension but what if it’s underfunded when I retire?

My dream is to be a full time property investor (buy, renovate, build, sell, rent etc). I’m saving to buy my first property to fix up. Anyone have any tips to get started?

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Question for Sales leaders who’ve said “I did an analysis and concluded we just need more at bats”.

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Anyone else seeing the run old gold and hype around it similar to the bitcoin hype at its peak?

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From 15th November will TCS employee need to report to "ODC Location"? If their "base location" and "ODC Location" is different; will they get deputation benefits i.e. "air ticket, tata quarter, deputation allowance"? Or will they forcefully transfer and change the base location without employee's consent?

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Chicago fish! DM me

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Could someone help me break down the differences between a Data Analyst vs Data Scientist vs Product Manager? And add any pros/cons from personal experience? In my mind they’re all related, but I don’t have experience working with any of these roles.

Hi fishes!! My joining at EY GDS is in 1 month and I have received an email related to background verification from first advantage.
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Bored as heck in my relationship. We barley talk. Don’t do anything together, just watch TV every night and on weekends…. What do you do with ur partner? Do y’all even have anything to talk about? I hope this isn’t how a long term relationship is supposed to be I cannot spend another 50 years doing this

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Who has the report of the BDO story?

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What is the notice period if left in probation period?

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Hello,

My friend joined RBS with 18 LPA (1,80,000 is the retirement funding) rest comes in basic & benefit funding. What will be the monthly in hand amount?

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How to tell your firm that you are lateraling to a different firm? Feel like it’s not going to go well.

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Anyone part of social clubs like soho house etc? Has anyone heard or experienced being a member at “the standard”?

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Hi fishes,
Just wanted to know work life culture in publicis. Got selected and I’m in a confusion on seeing glassdoor reviews.

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Currently in industry. Got an offer to go back into public for a 10,000 raise. Current employer offered raise of 5,000 plus an already promised bonus to equal the 10,000. So it is now a lateral...

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Received an email about contributing PTO to the Shared Leave Program. I feel for people in extenuating circumstances, but “donating” hours? Rubs me the wrong way. Set up a bereavement code instead!

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Hi Everyone,

I recently got offer from PayPal.
The total CTC is
Fixed 29lpa
Variable 2.9lpa
Stocks $24k vested over 3yr
Overall yearly is coming around 38LPA

In GS my current fixed is only 13LPA but got bonus of 3lk last yr on a prorated basis as i joined only last yr may.

Not sure if i can ask GS to match my offer from PayPal and im hesitant to switch. ( Note as per my recent conversations with my managers I'm up for promotion in dec)
Not sure to switch
Please advise on the same

YOE: 5.5yr

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Additional Posts in Over 50 in Consulting

Feeling like my life is racing by being on the road 20 years, and saddens me that when I get home tonight my SO leaves on a business trip.

Weird question alert: When did your daughters start “developing?” Noticing signs in my soon to be ten year old, which is a little concerning, as my sister has huge...tracks of land. Would rather my daughter didn’t have to deal with what I remember she had to. Anyone remember?

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Who remembers this?

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I’m think only we can appreciate this thought.

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My regular GP doesn't take Cigna, which is my new workplace insurance, so looking for a new general practitioner in NYC. Healthy so mostly for annual physical and the occasional something minor. M/53. UWS preferable or UES would also work. Any recommendations welcome. Thank you.

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Do big4s have any history of offering early retirement packages?

Anyone else have trouble separating who you are from what you do? I think a lot of our generation built our self identity around our work. If I take my work away, I'm not really sure who I am.

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At what age did you exit Consulting? Do you think all the traveling has affected your health adversely?

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Any one considered doing part time Consulting engagements via Services like MBO, Catalent GLG etc. Seems like a good way to stay in the game earn some extra income but do it on an Ad hock basis.

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I’m 51 and a consultant. Am I too old to be this level. Starting to feel like it.

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53 here and thinking about the future - looking at a major decision point at 60 and then seeing where I am at that point. Opinions and plans on transitioning to “the next phase”?

Yesterday my younger brother called me looking for good hidden swimming spots in the mountains. He was up there with a bunch of friends and their original plans had fallen apart hard. And I go much more often than he does.

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Reply? Forget it, I'm all set.

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How many of you have had to curse out our Millennial/Gen-Y friends about calling us old and inept. 

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Gotta say I LOL’d at this.

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My dreams of retiring in 3 years have disappeared with the stock market decline.... Unfortunately, my retirement income sitting heavily in 401K.😕 Anyone else feeling the same?

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I can't imagine what they would have tbough of 50 year olds. 🤣🤣🤣

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What is the best exit from consulting if you are the breadwinner and your spouse has medical issues? I feel trapped by medical insurance requirements.

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Don’t think if my self as depressed, but definitely struggling to give a sh!t recently. Covid, WFH and the craziness of the political drama is definitely a factor, but can’t help but think age and career point is more so - struggling to get excited after 30+ years of the grind.
Looking for suggestions

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