When is it smart to get a financial advisor? Also, how much do you contribute to retirement. I am always worried my wife and I are not where we need to be.

like
Posting as :
works at
You are currently posting as works at

I feel like whenever you're unsure about managing your finances, it's never a bad idea to hire an adviser. I personally don't have one because I prefer to do a lot of research and self-taught myself how to build my savings and retirement fund. But it took me a lot of time and energy to do it, and I know that others do not have that luxury.

like

Related Posts

If I see one more article on how millennials are ruining the economy or housing market by not buying enough homes or selling enough homes I'm going to scream. We were saving for 3 years before Covid and had to use a solid chunk to take care of ourselves and our families during quarantine. Now that we're ready to save again inflation and COL are at an all-time high and we're headed into a recession. And somehow this is my fault for what...not being a boomer? Bffr.

likehelpful

I joined KGS 4 months back. I am taking home loan now. Do I need to inform about my home loan to any one in our company? Any one please help me with this query? Infosys KPMG Tata Consultancy Accenture PwC Wipro EY Cognizant

like

Invest in roth 401k or traditional 401k and save the difference for a house downpayment?

like

Hi all! I’m new! I started the year off planning to save for a home for myself, then rates skyrocketed. So we’re holding off. Fast forward to the final quarter of the year and we were presented with the idea of a residential assisted living facility. The problem there is we’d still need to acquire property in order to run one. The only difference is the RAL would be a business and is already registered as such. Does anyone have any experience here?

like

WOW this interest group is so small. We are still so early. I guess I will ask something: Are you buying the "dip"? Also thoughts on DCA vs Lumpsum in btc.

like

Goodbye XRP! Thanks for the awesome gains and good luck hitting that absurd $100B market cap 😁

like

Anyone has experience in investing through Angellist?

Why you should stay invested : asset inflation, then normal inflation, low rates forever, trillions in additional stimulus, dollar destruction (on purpose), coronavirus pushed tech ahead a year or two in adoption. STONKS ONLY GO UP!

like

Hey guys, Can anyone please tell me if there is any restrictions on SPI in mutual funds in MS for employees.

like

Has anyone seen data on how certain ETFs perform relative to market cycles and to each other? Does that indicate one should own a mixed basket of ETFs or just one or two broad index ETFs?

like

Is only long debt debt considered in the cost of debt for WACC or do other short term liabilities matter as well?

like

As we are not frequenting to office and clientsites, anyone plan to return their leased car to save money?

like

Need 20lakh by next year for down payment have 1.8 L on hand which MF or stocks to invest so that can get 20L by next year and how much per month

funny

Opinion on the Milton (Cambridge high) vs Suwannee (Peachtree ridge high) to buy a house? Have a 3 yr old.

like

Single and childless but would like kids. High income and maxing out all tax advantaged accounts I can but was thinking of starting a 529 in my own name to be transferred to future kids. If I don’t have kids maybe transfer it to my nephew. Thoughts, pros, cons?

like

New to investing. Please suggest an awesome newsletter to start with. I’m planning to buy a premium subscription of $79 yearly for the Oxford Income Letter. Any suggestions that are better than this newsletter.

like

Hey friends. My wife and I are looking to start investing in the market outside of our 401ks, hsa etc. We opened a Charles Schwab brokerage account and planning to transfer 2-3k/mo. We’re in our late 20s/early 30 and likely won’t need to touch the money for 10+ years. What should be our investment strategy? How should we allocate to what funds? Thinking of splitting evenly across large, mid, small caps, and growth, value funds using DCA.

like

What platform do you use to buy Bitcoin and Ethereum? I need to move off of Robinhood and am looking for a platform with low transaction fees for buying as I DCA and occasion sell each year to step up my basis.

like

What do you wish you knew before you began the home buying process for the first time? What would change if you could go back to the beginning of the process?

like

More Posts

What is the Expected Salary for 12 yoe Java aws developer?

like

Hi All,

I had an offer as a business analyst in HDFC BANK and CAPGEMINI.May I know which is better in terms of WLB...
Yoe 14 year
HDFC 23 LPA
Capgemini 22LPa

like

Biglaw first year associates, what’s your favorite thing about your job (beside the paychecks)?

like

What is current salary range in market for 7.5 YOE in SAP ABAP HANA?

like

Openings at VMware interested please DM

Post Photo
like

Anyone else catching up on CEs while they're stuck at home?

like

What are your thoughts on those who refuse to wear cloth masks as a healthcare professional?

like

Anybody know about shimento

The are told they are hiring for VMware I given one interview to someone Who is in US firstly they offer 9 lpa I told I have similar offer 10 lpa they told they can increase it to 14 lpa

It’s seems somewhat fishy.

like

What does the technical assessment at Wynshop go over?

like

Any gyals in Toronto?

like

Told a friend of mine in tech I was considering moving to BCG. He asked me if I would have to move to Boston.

I followed up by asking what he thought the top consulting firms were. "I'd guess PwC and then McKinsey are the best. I've also heard of KPMG, Deloitte, and Bain, but I don't know much about them."

Just a reminder that outside our bubble no-one really cares about firm prestige etc.

likefunnyupliftingsmarthelpful

So is everyone busy taking inventory of their food storage?

like

Had a flight out this morning on AA and volunteered my seat due to overbooking. Gate agent initially said $575, after boarding was complete she said she’s going to give me $850!

like

Best cash back card to use in conjunction with CSR? Thinking about freedom unlimited (1.5%) but not sure if other cards are worth it. Don’t spend enough on groceries for the blue

Dear friends, I have over 10 years of experience after mechanical engineering from a local college and have over 3 plus years of experience in IT project management and mechanical product development project management.
I have an interview call letter for a business consultant role in thoucentric for program manager. What preparations do I need to make for the interview? What is expected of me to learn while transitioning from project manager to a business consultant. I am excited

like

Is fis global better than thoughtworks ?

like

Hi guys, I am MBA Tier 1 college passout. Currently working in Pwc as Technology Consultant. I have 2 job offers(CTC is similar) 1. Adobe - Value Consulting 2. Mastercard - Management Consultant Which job profile should I choose. My parameters are: First is good role Second is work life balance Third is market relevancy Please help me. Thanks in advance Adobe Mastercard Accenture Deloitte Boston Consulting Group Bain & Company McKinsey & Company Kearney and Company

like

Is it true that stocks bought and sold are visible in form16?

I know I'm in the minority here (and I swear this isn't a brag) but is anyone else less stressed this busy season working from home, and finding issues focusing because of it? My work is getting done, but just very very slowly. I'm able to sleep throughout the night and not wake up early (which is a huge negative right now) and literally feel no need to stay glued to my computer as in prior years. Am I broken?

like

Additional Posts in M&A - Mergers and Acquisitions Professionals

Is Assistant Director at EYP same as Senior Manager at Accenture?

like

Alvarez & Marsal Alvarez & Marsal is hiring in the M&A space working with PE clients. We have opportunities in IT, Human Capital, Finance, and more. Great career development, culture, and comp here. Please feel free to DM me if interested in learning more. Cheers!

like

Want to get thoughts culturally on A&M vs EY in general - as I’m looking at different practices (OTS, PE) but also anyone who has done work in different practices

likehelpful

What kind of modeling is required in ODD projects? What are u actually doing on the project? It’s described as M&A strategy ODD type of work

like

How long does it takes for you to feel confident on what you are doing at FDD? Essentially I am not trying to stay at FDD forever but want to make sure that I learn all the necessary skills before I go.

like

Which firm has the best deals practice?

How important is prestige for exit opportunities compared to actual work done? Will a big name firm always trump a smaller less known firm that your average person doesn't know?

Do industry professionals involved in M&A sign to close and integration work long hours too or do they peace out at 6

likehelpful

Anyone from Deloitte M&A practice can chat about roles? I have questions in regards to M&A start manager and M&A integration.

like

Rookie question: Can you get ahold of financial information for Canadian and US private companies for light DD/early screening?

like

EY -TAS , S&O . We are hiring. If interested, reach out...

likehelpfulfunny

Working in Risk Advisory-Internal Audit at EY. Looking to move into valuations. Have knowledge of valuations through FRM and CFA level 2 but no direct valuations experience. Anyone willing to help?

like

Does anyone have recommendations for thought leaders/influencers in the M&A space? Looking for blogs, books, YouTube videos? Not currently in the space, trying to learn more as I’m thinking about a pivot after a few years in consulting/startups

likehelpful

Anyone have good resources (online or book) to learn about the finance function?

like

Anybody have any reccomended templates / resources to point to for M&A target screening?

like

Any McK fuel people in here? Kinda curious about this segment in reference to deal structure. Is it all commercial debt?

like

EY-P is actively recruiting for experienced hires (senior - senior director) . We are a fast growing team and would love to bring more members aboard! If you have prior strategy / operations experience feel free to pm me to see if you are a good fit. Happy to refer.

like

How’s the pay and WLB at the corporate finance/IB subsidiaries of the big 4 compared to traditional MM IBs?

like

If I want to transition into M&A from audit, what are some basic things I should consider?

like

Any CDD / M&A Strategy fish willing to chat?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal