what questions do you ask when first meeting the executor of an estate?

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Who died?

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You gonna keep the money with me?

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The wife's dad died and left daughter 320k in trust.

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Need advice: $150k saved up, no debt remaining, thinking about buying an investment property (condo) in a place like Park City. Is this a good idea for FIRE?

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Fellow fishes , How much would my In hand salary per month be (excluding variable pay) according to the given breakup post taxes and 12% employee PF. And on yearly 100% variable pay out how much would I be taxed?

And could someone help me plan better tax savings ? I can claim max 1L as HRA , no home loan is possible , single parent so 25K insurance premium is what I can think of. What else can I do to minimize my tax liability and increase my inhand.

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I’m a newer user to Personal Capital. Anyone have experience with accounts not syncing / staying synced?

Having this problem with both Capital One and Payflex (HSA)

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Were any Big 4 companies directly involved in the ‘08 financial crisis?

How much percentage do you guys spend on renting? After or before tax?

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So here's Tax question: we've all been working at home for 3 months and probably another 2.

Can I claim a home office deduction for 2020?

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Got my first job working retail! I'm so excited. I'm only 18 and I know it's not that much but I'm happy that I get to earn my very own money.

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In thinking about finances, and frustrations with finances even with some of these cuts. I try to remember this WC quote: "We make a living by what we get, and a life by what we give."

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Bought a house in 2018 for 75k and put in 25k. It appraised for 167k, but with the market it’s just sitting (99days, one offer that backed out bc they lost funding). We dropped the price to 159k a month ago and still nothing… my boyfriend wants me to drop it down to 139k, arguing that it’s still a profit that we can invest in the market now. My realitor suggested renting it out, but I don’t have the business experience and wouldn’t know where to start. What would you do?

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Anyone else discovering they owe the IRS a significant amount in fed taxes for 2021? Is this because of the bonuses?

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Looking to get a mortgage to purchase a house soon. My mortgage guy is pitching conventional, I’ve never bought a house so I can use FHA but he’s trying to get me to go with conventional. Any advice from new home owners or people in the mortgage industry?

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Just sold my first property as a realtor! So freaking excited to have joined such an amazing industry.

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Priority Pass (through my CSR) cancelled their relationship with the lounge in my home airport all of the sudden. That was a huge benefit of having the card for me. Anything I can do with Chase?

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Why is there so much hate against cryptocurrencies?

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Anyone know any good real estate agents who specialize in helping find investment properties around Atlanta?

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I have 401(k)s from previous employer, which I left as 401(k) instead of converting to an IRA so that I could backdoor Roth without complications.

Should I consolidate my previous 401(k)s into the same administrator if I like their investment options, or is there a benefit to having separate accounts for flexibility if I never need to withdraw “substantially equal periodic payments”?

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Wtf are you talking about? Nothing has changed in the fundamentals. I'm pretty sure everyone's buying. I wish I had enough capital to buy more ether.

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Looking to invest in startups. (No fiat/ only crypto investment)

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Fellow first-gen/grew up poor people, how do you get over the anxiety/fear of investment? I am the only person in my large extended family from a rural area to have ever gone to college. I have been fortunate enough to get a great education and well paying career. I max my 401k and Backdoor Roth. I have now $500k in my savings. I know, rationally, this is bad. But it’s there and safe and mine. If I put it in an index fund or whatever, and this massive bull market crashes, I’ll be beside myself.

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Anyone getting on UVXY? Trying to figure out what’s the best leveraged fund to take advantage of the market dropping

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Anyone used Charles Swab Intelligent Portfolio before? Want to get thoughts on the service

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How is worldline technologies private limited. In terms of work exposure, career growth?

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Rewatching borat I’m anticipation of tomorrow and holy shit this is a masterpiece

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How common is it for juniors to blow deadlines?
I see tons of posts about the worst things a young associate can do, but is it really that common to make glaring errors repeatedly? Are they communicating and asking for more time or simply ghosting people? What types of smaller errors are mid-levels so used to seeing that they just write it off as learning, especially when it comes to drafting and to details? I guess I’m just curious about the norm across firms.

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What laptops do they provide at ServiceNow?

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What are your companies doing about the rising costs of hiring/retaining underwriting talent? As a note, Ive heard UWRs being wooed by headhunters with 30-50% salary increases. Hard to compete with HR on that! Any companies doing adjustments for salaries/bonuses to retain? Never seen this before!

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Morning all, can anyone tell me what it’s like working as in house counsel living Seattle or Portland? Thinking of applying to opportunities out west. Thanks!

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What will be in-hand salary? Position: Consultant in Advisory and will work with KPMG Canada team, Should I go with this offer? Experience: 4.2 years Current CTC : 6.5 LPA KPMG KGS KPMG India

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Does Truist IB have a good reputation in the market?

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If I want to join before joining date in IBM at that time can I ask to HR for early joining bonus.

They already provided signing bonus in offer.

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Anyone had any luck getting the $90 membership fee waived for the AMEX green corporate card?

They waived it last year but aren’t budging this year.

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Program Director in Chicago? Salary?

My LwD with cognizant next month means August 12 th can I get July month salary or not any one have any idea please comment @cognizant

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Do you think EY underpays is? Yes/no?

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Looking for a remote/hybrid/onsite (Calgary,Alberta) job for my boyfriend who got almost 5 years of experience in proposal writing, RFP, RFI and bid management for a civil engineering firm. He also got an MBA, non drinker, non smoker, clean driving abstract and very polite. He gave out tons of cv in indeed job posters for the past 5 months, ends up becoming the filler candidate, took a huge toll in his mental health and we are going through some very rough patches. Can anyone please kindly help?

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Exl vs american express? Which is better overall

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Additional Posts in Financial Advisors

What's the most Michael Scott thing you've seen in your career?

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What do you think is more important: (emotional intelligence) or IQ?

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Anyone listen to podcasts that are even lightly related to our industry? If so, which ones?

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For someone young in the business. How much do experienced FAs actually take home? If T12 production is 2 mil and comp rate is 50%, does the FA actually get 1 mil pre tax?

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How many cups of coffee are you guys on already?

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What’s the worst investment you’ve ever made? How much did you lose?

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Best marketing books/videos for a brand new advisor that is building their book from scratch?

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Anyone know of FINRA approved newsletters and/or timely blogposts I can subscribe to? Looking for good material to help fill in my monthly market newsletters.

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How would you react if somebody called saying they need a week for mental health?

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What are some of the more desirable certifications to have?

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I’m looking for a CFP program that offers asynchronous distance learning with the option to extend for a masters degree.

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Client calls cuz he wants to transfer his account to a IRA. Asks abt the process but he's wasted my time w BS questions before and not my job to transfer his account. Compliance issue if I ignore him?

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Growing up I was always taught to address other parents as “mr x” or “Mrs x” out of respect. I still refer to many parents that work with me that way. Should I drop the mr/Mrs? Does it matter? Jw

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Has anyone had success with a YouTube channel or videos?

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Only deal w some individual bonds. My firm doesnt offer much fixed-income security analysis and I want service so I can give them a quote and yield to maturity. Is it OK to pay on a per case basis?

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Going to fail out of ML training program after more than half way through it. The hurdles are becoming too much. I want to remain in the industry and getting calls from MS. Will I get paid to move?

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When you first joined your job, what were told to do and not to do?

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Why is there so much hate against cryptocurrencies?

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Edward Jones advisor with 30 million AUM and roughly 250k gross production. Been there for almost 4 years. Got an offer at Merrill Lynch to take over a 100 million dollar retirement transition plan in 5 years, or to join a 5 person Merrill Lynch team that manages a lot.

Pros to EJ: Have my own office, a year or two away from partnership, great office setting and client satisfaction.

Pros to Merrill: Bump in compensation, additional tools and services w banking, ability to take over assets.

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