Where does your money sit? I.e. 10% in savings, 20% in 401k, 30% in etfs, etc.

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Posting as :
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LPL Financial 1......were you a teacher’s pet?

likefunny

80% Subchapter-S corporation

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1st of all money should never sit. The question is how should one be allocated in this market environment based on your clients Risk tolerance and objectives. It’s different for everyone. You need to define your strategy first. Good luck.

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30% real estate (rental property), 25% non-qualified stocks, 20% Roth IRA, 15% traditional IRA/401k, 5% cash

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40% 401k / 40% real estate / 15% non-qualified (ETFs, stocks, bonds) / 5% cash

*doesn’t include 529s for my children

80% stocks/bonds managed. 15% 401k 5% cash

98% stocks 2% 401k

50% Qualified in 80/20 mix MF, 25% physical real estate, 15% non qualified all stock portfolio,
10% cash

55@gycg

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Pranam Fieshes ,

How to declare tax on joining bonus? First time got joining bonus , how to mention it in tax declaration . Please help

Your lovingly,
Fish

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My partner and I bought our home back in 2020. We got a good deal, low rate. But we want to move into a more spacious SFH. However, as we all know this market is crazy. Everything we want costs $620k+ and bc of rates it makes our mortgage estimates $3500+. We are currently paying $2k. And it looks we need to sell the house simultaneously as look for a new one or our contingency isn’t as attractive. I know it’s based on personal circumstances. But what would you do? - not move, sell and buy?

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Does the Amex corporate green card qualify for the $100 CLEAR statement credit?

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Hello Fish,

Give some feedback on LogicMonitor (SaaS product company), how is the work culture and employee benefits?

Hey Sharks, I want to opt out from my LTA & Telephone benefits. When and how can I do it.

Also I have doubts regarding my compensation structure, whom should I connect with, please guide.

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Have about $15-20k to invest. Want to mix it up between short term and long term investments. Any ideas or opinions where should i put it?

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World Bank announced that the economy has shrunk by 5% (the largest since 1960). Unemployment is near 15%. US is technically in recession. Can someone explain this ridiculous stock market bubble?

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Can I pay income tax challan using credit card?

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1) What is the onboarding process?

2) Will there be induction? if yes will it be online or offline? How long is the induction?

3) What all WFH claims are still available?

4) What all extra benefits can one claim?

5) On an average how much hike can one expect?

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Hi ,
I have got sodexo card activated today. I found there is Meal Pass card, Meal benefit pass card and Cafeteria card

Which one we get money loaded ? Will that only usable in Bofa cafeteria!

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Hi everyone! I am working with my HR to improve our maternity/paternity leave policy. Currently I only get 2 weeks fully paid and then an additional 8-12 weeks at 60% pay (short term disability). I need some examples of companies with less than 100 employees and what your maternity/paternity policy is. Please include company name! Thanks!!!

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I recently joined a company after being self employed. I’m on hubs’s health insurance. We have no kids. It’s United healthcare. The company offers United as health insurance. What’s the best way to compare plans? I have not been in this situation before so apologies in advance if this is a dumb question.

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Let’s talk credit cards! Is there any one which has 0% foreign transaction fee? (Like Revolut)

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How much time Accenture takes to come back after some one clears the tech round?

Its already a week, please help.

Should i reach out to them in case they did not?

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Hello Guys

Is it okay to share offer letters that we have with other company recruiters? Aren't offer letters strict and confidential. Can we refuse to show the same or what can we do in these situations

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Self-Promotion Alert: In association with my upcoming personal finance blog, I have a draft of a blog post about paying off my car that I would love to get some feedback on

DM me if you’re interested

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likeuplifting

Thoughts on “special” salary grades. I just found out the VP I was offered is not a grade 12 like most comparable roles (verified). Also not an 11, but an 11A. Slightly higher than an 11, a good bit lower than a 12. All due to the fact that it’s a leap from my current position. Why should that matter…..shouldn’t it pay what it should pay if I am selected, rather that curving down towards my current rate?

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I’m finding it so hard to be motivated at work. I think it’s a mix of wfh burnout, living at home and not socializing/doing anything new, scope creep on my project leading to long hours, and being intellectually bored. What keeps you in this job? What has motivated you to stay?

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Hi, I am new here. Would anyone mind 💟-ing this do that I can send DMs? Thanks!

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I'm currently looking for opportunities commensurate with my experience. I am a fellow member of ICSI with over 13 years of experience in corporate and secretarial matters. Having worked in Merchant Banking Companies, I have independently handled and executed assignments like IPOs, Rights Issue, Takeovers, Buy Backs etc.

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Thanks

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I’d like to get golf lessons as a gift for my husband. We live 30 mins north-west of Boston. Any suggestions on how I can find a really great golf instructor?…

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Hey, I am happy to refer to Amazon for tech positions.

You can DM me.
Best

likeuplifting

Thoughts on 36mm Rolex datejust? Too small? M

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likefunny

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likefunny

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likefunny

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