What are your personal financial milestones? Whether it be achieving a certain annual salary or maxing out your 401k contribution annually, storing X% of annual towards investments, owning X BTC, etc

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To have passive and/or investment income cover the entirety of my expenses.

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Million dollar producer, maxing our 401k, purchase forever home, have at least 1 rental. Help my church significantly. I don’t have theses things yet, but we do help our church a good amount and i should be a million dollar producer within 12 months

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Million dollar producer and purchasing a Mercedes

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Own 640 acres of hunting land around my home.

Saving $100k is the goal

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Just wanted to celebrate a little for completing my first week as an ACD and first week back after maternity leave.

likeuplifting

I am all for giving back but some people cannot afford to. One client has 1m in an IRA with no other liquid assets + 80k credit card debt. Called today wanting 70k for home improvements.

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Hey fish fam! What are you all seeing in terms of interest rates? Was quoted a high rate (excellent credit score, no debt, great salary) need to know what’s out there.

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In MBB / T2 market in SEA what would be the net take home ( in USD post tax w/o adjusting to cost of living) relatively to each other . My sense is that if we take Singapore of index of 100% of net income for the level than:
1) Indonesia 70%
2) Malaysia 80%
3) Thailand 75%
4) Philippines 65%

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AMEX caught up and is now charging me the fee for the platinum card. Anyone have any advice on which airline to use since they no longer reimburse gift cards? Don’t want to cancel, but $550 is a lot

How do you dodge office baby showers or people pestering you to contribute to a baby shower gift?

No, I will not pay money you to breed. I already pay enough in taxes.

likefunnysmart

Any great personal finance/investment books to read? Or even YouTubers/Podcasters

Really looking into expanding my investment horizons — particularly about learning about how to allocate my investment portfolio. Also, always nice to learn about better ways to save and cutback.

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A lot of folks, this bowl included, are getting a reality check at the moment, which i think is good for learning experiences. Can’t call yourself an “investor” but the second you see a position fall +20-30% start to question or panic sell. However, if this is you, and your equity position was initiated off a whim or a blind recommendation, I struggle to feel any sympathy lol especially if you were someone buying stocks (MGNI for example) when they were approaching ATH

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How much do you have to save before going freelancing? Considering I’ll have to buy/lease a new mac and get my fam a decent health plan.

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One item borrowers shopping for mortgages get too caught up in is rate. Most borrowers don’t know how to read a loan estimate and get taken advantage all the time. Just because a lender/bank offers you a low rate doesn’t mean it’s best deal. Most cases, especially now since rates have gone up, you are being charged points for some of these lower rates in the 4s. If you don’t know or understand discount points feel free to shoot me a message and I can help you review estimate and see if can beat

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Experts - Best redemption option for Amex reward points (the ones that come with standard green Corp Amex card)??? I use them on Amazon but checking to see what other options are better...

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I work at a b4, I got a job offer from amidsize Promotion and going from 120-140. Should I take it? It would be a new start, and they mentioned less hours. The only issue I am thinking about is not having July and December weeks off. Otherwise the benefits are the same.

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I’m a new associate to a T&E group, partner goes away on vacation and leaves me with a 706 to review and sign. The family is very wealthy. Decedent married for 60 years. Partner says it’s “just a DSUE election, decedent was ill for years, no assets.” Provides no records. Not even an admission the decedent owned a toothbrush. So I looked up the decedent’s home - it’s a joint asset. Partner was “surprised”, and still insists “no other assets”. I found file references to art and antiques.

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Are there benefits to working at a small shop versus a large agency?

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I hit my FIRE number today at 50yo!!!! Had to tell somebody.

likeuplifting

Any firms charge no-shows / have a provision in their fee agreements about reserving the right to do so? I get that we aren’t healthcare, but I work from home more and more now. So when I drag my ass to the office because a client wanted an in person meeting, and 38 min later, they aren’t here, it’s frustrating

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BDO India Hello fellow consultants, i have been offered a package of 66K GBP from Deloitte UK for the position of Manager, Cyber Internal Audit, Financial Services, Risk Advisory, Manchester. I am currently working for BDO India and will be relocating, what are your views on this? What are the extra relocation and accomodation benefits i can ask for? I am a 24 year old bachelor. BDO

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Has anyone gotten home owners insurance from Hippo Insurance?

Looking for recommendation - books, blogs, podcasts etc to learn about investment in stocks, bonds, options, commodities etc? TIA!

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I need to bounce an issue off someone for advice someone with exposure to HR and PML experience in confidence.

Is PwC AC ending work from home soon ? Can someone put light on this ?
PwC Pwc AC

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Is it just me or had Los Angeles winters gotten colder over the last few years?

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I am looking to relocate to Bangalore. I have around 20 years experience in Accounts

From last 12 years I am working in a Shopping Mall Industry and heading the accounts department

Looking for similar profile or open to change the industry as well

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Friends, I have a LinkedIn group for growth-minded and collaborative individuals interested in staying in touch with the world and industry. The vision is for us to share ideas, articles, and resources related to all business related (marketing, strategy, tech) and engage in discussion and brainstorming. Would love to extend the group to fishbowl community. DM me if interested and I'll send you an invite on LI! Cheers!

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My CTC is 21L and i have tax deduction for home loan at 1.5L and icici policy premium at 1.5L
How can i reduce my income tax in what all other investements ? Please guide me

Applied at BCG around 4 weeks back, haven’t heard back yet. Does it usually take this long to get an update from them? Just want to get an idea on the timelines / process.

Welcome everyone! Let’s get to know each other 😊 what city do you practice in? And what’s your favorite thing about estate planning?

Trivia question: What asset is this?

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likehelpful

What % of your FT salary is benefits? I’m trying to figure out how to convert my freelance rate to a FT rate if I get converted. I’m a junior creative in NYC, btw.

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Anybody have done procedures to get rid of smile lines in NY? What did you go through and where? Torn between trying a laser procedure like Shurink or just try Botox

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Can someone please give me an insight on salary and work environment at Twitter I’m looking at the Associate Program Manager / Production role. It’s LA based. Is it hybrid, or WFH friendly at all? What’s the PTO like? Thanks a lot!

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Gartner data specialist offer negotiation YOE - 1YEAR 6 MONTHS Current base - 5.7 LPA How much base can I ask for from Gartner?Gartner

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Would doing a Graduate Certificate + CSCP certification be a good substitute for doing a full MS or MBA (without having to take GRE/GMAT)?

Looking for new ideas for open house. I’m a kindergarten teacher and the parents are usually so distracted by their kids the miss half of what we say.

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Looking to leave but trying to conceive ( 1 year now and having fertility issue). I am sticking around cause the flexibility is great with me need to see RE and get blood draw. But also concerned I'm just going to end up not leaving if I never get pregnant :( Upcoming year will be a new client for me and I know it'll bring stress. However a new role in industry might not be as easy either and I'll need to prove myself, where as currently I'm already regarded as a high performer and gained trust.

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Im getting ready to set up my WFH area and need ideas! Let me see pictures of your WFH space!

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Does anyone have some tips/reminders when reviewing an SPA? Want to be comprehensive in this respect.

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I want to be in banking in the longer term but I am not sure if I should switch a firm. I am currently in the m&a team at a top MM.

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Additional Posts in Financial Advisors

What kind of shoes do you guys rock at work?

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I don't do webinars often and am needing a more affordable alternative to GoToWebinar. Any recommendations?

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Does anyone use a digital notebook and/or digital pen? What is the best solution? Like to take notes by hand but don’t like retyping or referring back to all the time.

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I'm having a cold streak where a bunch of my leads are choosing to stay in the sidelines to "ride out" the volatility. I'm literally seeing this with everybody, from prospects to existing clients.

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I have CFP but see need for more managed account in my practice. Would it be wise to get CIMA (Certified Investment Management Analyst) to obtain more knowledge and skills? Thank you.

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I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

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Has anyone heard of, or tried using, the Paladin Registry?

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Do you make your bed before work? What’s your morning routine?

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Does any other firm have as an extensive travel program as EDJ?

likehelpful

Anyone using short term structured notes in an advisory account?

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Happy day. Firing a client that is a time suck and emotional drain today. Life is already better.

likeupliftingsmart

Anyone believe CFP's do a better job than non CFP? Or is it mostly a marketing plan?

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I hate making mistakes and I'm so hard on myself and I can't stop crying about this thing that doesn't even matter!! I know we're not saving lives here so why does it feel like the end of the world

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And finally I can sleep better for 4 days! Happy thanks giving to me! 😊🍺

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How do you separate work from your personal life? I struggle with being the perfect advisor to my clients and then having time to enjoy my life.

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How much travel would you consider to be reasonable on a daily basis for a client?

likesmart

Just curious, what do you all think of WSJ? Do you think it’s worth the price? I’ve been a subscriber for several years but have been finding myself questioning its worth lately.

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Ever been so overwhelmed by the things you need to do that you end up doing none of it? And stress yourself out even more smh

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Taking book recommendations :) What have you all been reading?

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Any Fish who are also musicians?

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