What are the benefits of being a career agent (guardian, mass, penn etc) v. Broker.
Other than the W2 vs 1099 and Pension.
Brokers get higher payout but lower renewal
Agents are reversed..

Anyone have a recommendation for financial/tax advice? Hurting in the 60% tax zone right now (100-125k) and need some help to work through options eg more salary sacrifice, pension etc… thanks!

I have been DCAing over the last few months on binance and then moving the tokens to my Celsius wallet.

It has become really difficult to keep track of the actual cost of the tokens and profit/loss.

Any software or app recommendations, I am almost inclined to start an excel spreadsheet to keep track now

Anyone else crazy and buying a house right now? Part 2, does anyone have new construction experience and any important lessons learned? Much appreciated!!

How often do people upgrade their house? Is every 3 year too slow?

Hello,

Can anyone please tell , how to upload the rent receipts for Dec-March ?
Should it left as blank and HRA will be considered?
Or something we need to do from our end.

Doing HRA claim for the first time.

Zscalar . Is ESPP mandatory to choose if mentioned in offer letter?

Best resources/books on getting personal finance in order?

I’m a healthcare admin professional looking to transition into a new role & I’ve just updated my resume but I’m afraid it’s too long. I’ve even taken irrelevant experience out & it’s still about 3 pages long. How do I shorten 10 years of experience to ONE PAGE???? Helpppp lol

I’m looking for a position with a good organization as a 100% remote case manager. A position that meets my salary requirements and has good health insurance. I love case management and found it when I needed a break from bedside. Any guidance would be deeply appreciated!

How much are you all paying for yard work and house help in the bay area? New to the city. New house. And no time to take care of these. But also worried about spending too much

Hi All,
One of my friends has recently joined capgemini and has following doubts related to tax proof.
Can we edit the tax declarations in HGS portal every month any day?
Does Capgemini asks for rent agreement along with rent receipts as a part of tax proof submission?
Also which proofs needed for,
80c - elss lic
80d - insurance for senior citizen parents
80ccd1b - nps

Hi fishes

I am planning to start investing in a smallcase. I am considering paid managers. Any suggestions on manger and smallcase will be really helpful

GBR 959% return lol?

Is anyone else pissed that our hard earned money wasn’t lost today, it was STOLEN by CORRUPT GREEDY HEDGE FUNDS

Anyways, not giving them the satisfaction. Gonna keep holding. Actually just bought the dips today for AMC BB NOK. Will keep holding for years if I have to because stocks eventually go UP📈📈📈 and ain’t no paper handed simp.

That is all
Obligatory🚀🚀🚀

Looking for a new HR opportunity in the Madison, WI area, or remote work. Any leads out there? 19 years experience, SHRM-SCP certified. Tons of employee relations, talent development, benefits, payroll, experience! Still growing in comp administration, and enjoying aligning people strategies to organizational goals and objectives.

Hi all, my office is in RMZ ecoworld. Please suggest 1bhk house available for rent nearby starting from Oct 1

Trading Event Sponsorship for Party Rentals! Hey everyone - as a nonprofit we are having an upcoming event and having sponsors for it. We don’t have a huge budget so we are looking to ‘trade’ these sponsorships for table/chair rentals. Since we are a nonprofit are we able to give them the deduction value to claim on their taxes?

I am planning to move to India from United States, I have around 7 year of experience and masters in CS from US university, current pkg is 113k$ per annum in Infosys as senior consultant, how much should I expect Salary Range in India currently in any company??

Anyone here going to the EY holiday party this Thursday alone? I am 😅 and i think i’d be fun to meet other gals and keep each other company!

When renting a condo from an owner, I was asked to pay a $150 move-in fee to the building which I thought makes sense, but then I am being told to also pay a $500 non refundable move in fee to the owner but he is not wanting a security deposit. Is this normal? Seems like $500 down the drain but not sure if this is normal

On a contract negotiation call, opposing counsel kept making sports references, such as “You got four out of six here, take the win and leave this one alone” in regards to reasonable modification...

Anyone have with recent experience interviewing/hiring with FP? Most of what I found online is from pre-covid but it sounds like things might have changed a bit.

How much Tax Analyst earn in EY?

Hi,
What salary is offered in SAP LAB for SAP ABAP with BTP skill with 8+ yrs exp?

Has anyone ever been "let go of"? Either laid off or fired. How did you get through it?

Anyone else crazy and buying a house right now? Part 2, does anyone have new construction experience and any important lessons learned? Much appreciated!!

I have been DCAing over the last few months on binance and then moving the tokens to my Celsius wallet.

It has become really difficult to keep track of the actual cost of the tokens and profit/loss.

Any software or app recommendations, I am almost inclined to start an excel spreadsheet to keep track now

How often do people upgrade their house? Is every 3 year too slow?

Anyone have a recommendation for financial/tax advice? Hurting in the 60% tax zone right now (100-125k) and need some help to work through options eg more salary sacrifice, pension etc… thanks!

How much job grade 105 is getting paid now? Started working at cvs as pharmacy Tech 2 years ago! I’m thinking of leaving because not much upgrade and No promotions!

Accepted an offer that’s giving me carry in a VC fund that’s 2019 vintage. However, this associate role will only be for two years, and there was no detail on vesting schedules. How do I work the details out?

Is the CVA exam worth pursuing?

Any experience with HIG Whitehorse (direct lending) interviews at Analyst/Associate level?

When I am looking at an email attachment in Outlook it shows the Google Chrome logo but when I open, it opens in Adobe which is what I want. Even though it is opening an Adobe, my boss would like it to show the Adobe icon instead of chrome next to the attachment… anyone know how to do this ?

Textbooks- what are you currently using for Calculus ( not AP)? What are the pros and cons? Is there an online component to support homework? Thx.

Okay not going to lie — doing this rotation remote has been/is tough and I’m only a month in. I can’t keep up with the excel skills of you FDD people and pretty sure the director hates me 😭

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!

For all those that have taken on a trainee to team up: what do you think is a fair split?

Have a presentation in front of a large group tomorrow and it's giving me anxiety. Will taking a Xanax help?

Heading to Vegas this weekend...winning strategies or things to do?

For advice/fee based platforms: SEI Private Trust or Envestnet as your preferred?

How do you all keep up with your personal to do list? I feel like work consumes me and I forget to do things like take my vitamins, renew my car registration, call the doctor, etc 🤦🏽‍♂️ continued..

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?

Has anyone partnered with SOFA, society of financial awareness a non profit. Gets advisors in the door at companies for purely education.?

Best books to give to new young client who genuinely wants to grow and develop his interest & understanding of finance, doesn’t want to be bored, & cares about his investment accounts?

What are your tips and tricks to have a great career in FA? What are the things you do that make you super productive and smarter everyday?

Best music/audio to listen to while working?

Hi All, what’s your perspective on the CFP? I’m looking to enter into Private Banking and I think it would help.

Also, for those who recently took the CFP. What material did you use to study?

Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?

Haha Merrill just reduced the pc payout grid by 3% for advisor below $2m in production

Anyone in the Houston area?

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. 🤦‍♂️🔫🤢

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?

Client wants to buy individual stocks for his portfolio. Don’t care to manage unfettered stocks from clients that we catch blame when underperforming. What is your response to this client?

Is anyone here a CKA as part of the Kingdom Advisors? Any thoughts? How many leads do you typically receive per month? Is it worth the cost?