What are your plans for your tax return? Looking for some ideas that are reasonable, Thx.

Recommendations for how to allocate 401k with Fidelity. Just switched jobs and have to move from Merrill Lynch to Fidelity

How much can we save in Canada Onsite ? Tech lead role. Avg sal in glass door is $80k .

It’s crazy how much close friends influence you.
Would you stay friends with someone that consistently makes bad financial decisions. Or distance yourself for like-minded folk.

I have a friend that is constantly trying to guilt me and pressure me into overspending, especially on “luxury” items. But I have different goals for my money and she doesn’t seem to respect that.

Just crafted a wonderful email to the client detailing information on how much tax they aren't gonna pay, all I get is "thanks".

What bank do you use, and why? My old bank doesn’t have branches here, looking for suggestions.

To take advantage of the next big economic downturn, should I set up a Robinhood or Charles Schwab account?

Still using Ally Bank savings account, but the APY had dropped to .60%. Time to move. Any recs on personal savings account? This is my emergency “savings”

What's a usual amount of time that you have to stay somewhere in order for your RSUs to vest?

Welcome to the NFT Bowl! Feel free to share cool projects you've found, investments you are making and why, or shill your own projects! It's also a great bowl to network and build your own team!

To make things smooth:
1) If you see or have a cool project, please post a link to help others find it quickly without having to slog through searches
2) No one is giving any financial advice. Use of this bowl is acceptance that you will not take anything posted in this bowl as financial advice.

What actual stocks you all buying today? Got some cash from settled trades I want to deploy

Recommendations on how to simultaneously pay off student loans and invest?

Has your firm restored your pay? Is it worth considering jumping to another firm that is going to pay you what you’re worth? Don’t know about the rest of you, by my student loan interest rates aren’t getting any lower.

Pro tip: live close to poorer people to feel rich. The feelings of wealth are extremely subjective and is mainly based on comparison

I made a mistake starting SIP in a ULIP. Used to invest 7500 per month starting from November 2018. I have discontinued my premium payments since last year. That is when my fund was moved to an interim surrender state and now it earns 4% per annum interest.

After 5 years of lock-in that is November 2023, can i withdraw the entire amount at a time? (Of course after paying surrender charges)

Anyone else into Bank Bonus churning?

Does anyone have any book recommendations for information on buying a house?

Question for folks with second homes: Considering buying a vacation home but would be primarily for family use. We currently have a primary residence with a mortgage balance of ~640K, so my understanding is I could only deduct the mortgage interest on 110K of the second mortgage to stay under the 750K cap. If I were to buy the second home through an LLC, would that allow me to exceed that 750K since the expenses of the second home would be pass through expenses/income?

Do any of the top consulting firms hire into the Engagement Manager level after an M7 (if they had manager experience elsewhere)? I know MBB probably doesn’t but what about other tier 2 firms after that - and asking for US or Canada

Still using Ally Bank savings account, but the APY had dropped to .60%. Time to move. Any recs on personal savings account? This is my emergency “savings”

Pharmacist here with 9 YOE working as a clinical oncology pharmacist at a large NYC hospital. I’m a PharmD, BCPS. I’d love some guidance on where to apply, what types of posts to look for, and is it possible for someone with my qualifications to break into LS? Thanks in advance

Is it possible to take any of your work from your company computer with you when leaving without triggering an alarm?

What firms sponsors Greencard process on day 1 (or <6 months) for experienced hires?

What are some possible exit ops for M&A consulting strategy and operations focusing on premerger planning, synergy deliv, post merger integration. Has anyone moved to IB without MBA?

Any way to map AWS job titles to levels? There are a few I like the look of, but want to understand what the salary and package is.

I want to exit to MBB but if that’s not a possibility what are the next best consulting firms? Looking for at least midsize firms (non-boutiques).

What will be salary for 3yrs data scientist

Hello fishes wanted to know the salary range of Senior Manager in expert track at BAIN and the wlb and hours to expect in this role. Any inputs appreciated.

What is revenge Job Hopping?

It is a phenomenon observed when a candidate frequently jumps job in order to have a market correction to his salary.
Say person A got settled in his job for 5 years and his current salary is 7lpa..He joined at 4 lpa.
Now for his experience, he can be paid upto 30 lpa for the role.
So after switching for 13 lpa.. He keeps job hopping from 13-19 and 19-28 within a year where he finally feels he is paid adequately.

Hi there can anyone tell me what a day in the life of a health unit coordinator is like and is it a step up from a regular CSR job or lateral move?

Curious how much a Project Developer makes at EDP Renewables or any competitors🤔

By anyvchance does ZS sponsor professional financial courses like FRM,CFA?

Looking for a down vest that’s slim enough to fit under a blazer or top coat, but warm enough for temps at or around freezing. Just looking to layer without looking puffed up.

My background is in tech transactional. I joined a cybersecurity SaaS startup at the end of last year and now also handle more generalist matters in addition to all things commercial-related. I have a number of books on contracts that I’ve found super helpful over the years (The Tech Contracts Handbook, A Manual of Style for Contract Drafting, Sign Here, etc.). Can anyone recommend books they’ve found helpful for L&E matters, privacy matters, product matters, or marketing/advertising matters?

Anyone in the market for bags? Looking to sell a Celine Luggage, Celine Belt Bag, Givenchy Antigona and an LV Neverfull. All great for work!

Have 200k to invest in real estate. Which option is better recc. Pros/cons?
CONT: For options —>

What’s the best credit card for a married couple who shared finances? We were thinking American Express but kind of lost.

Should I get an accountant/tax pro? I’m sick of paying for $200 for turbo tax and still having to do all the work. I’m Buying and selling (mostly just buying) equities through multiple brokerages, maxing 401k and accruing interest on multiple checking / savings accounts. Not rly any tax breaks. Would be willing to pay up to ~$400 for some convenience

Wanting to take advantage of the current market. 20K to get going. What are good passive income ideas in todays economy? What would you do?

What’s the smartest allocation (for a late twenties person) of 100K right now, between ETFs, stocks, crypto and bonds? I am mostly in cash right now and feel I’m missing out on investment ops, but also wary of putting money in the wrong place. Any advice would be greatly appreciated!

Leaving firm and thinking about what to do with my 401k. Any reason not to roll it over to my own IRA vs leaving as is or moving to new company 401k?

Currently in a situation where I am getting my new built home in October but want to sell my current condo now when the market is still reasonable. Is it possible to sell but be able to stay at the condo few more months?

Does anyone follow the 3-fund portfolio? If so, could you share your 3?

I know there is no black & white answer, but what’s your thought process in deciding when to sell and keep the profit?

Been dollar cost averaging for a few years now into index funds. Currently down $15k. Sometime tell me I’m doing it right…🤦

Investing US 50k per year on a joint income of 170k. This on top of mortgage payments for a 400k penthouse. How does this look?

I am trying to do a backdoor roth but have about 60k sitting in traditional IRAs. I also currently live in NYC, would it be best to rollover everything into 401k, then do backdoor?

If I max out my traditional 401k and have a mortgage interest deduction to against my w-2 taxes does it mean I can pay way less taxes than a average person who makes same amount salary as me?

Recommendations for a Roth IRA?

Amex Gold or Chase sapphire preferred? I'm trying to decided what credit card to get. Let me add, I'll get $150 statement credit since I have an amex card with my job.

Book suggestions for new-ish investor - PLEASE. Need to learn the fundamentals

If I’m selling stock to make the down payment for my primary residence house, is there any way I can limit or avoid some capital gain tax?

In Chicago Illinois, are Propepty taxes paid annually? Or in another way, if I sold my house today, I am still due to pay second half of 2021 in taxes at my end?

Are there any tax benefits from working from home?

Hypothetically, if BBB was delayed and brought to the Senate floor next year (let's say February 2022) and passed, and the January 1st date for ending Roth conversions is left unchanged, what would happen to Americans who performed After-Tax 401k to Roth conversions in January? Would 401k custodians have to reverse the transactions and somehow factor in gains earned in users' Roth accounts since the conversion? Could there be penalties?