With interest rates rising, I Bonds are back in the discussion. Thoughts?

I know the stats HS provide on need based aid. But how does it really work? Could you lie in terms of your assets and potentially what you make. How would a background check uncover those.

Really hoping to avoid judgment on this post. Has anyone had to sign up for government or state assistance after becoming unemployed? Was the process difficult? I have a young son who's at home with me all day right now and I'm looking for a job that I can work from home, but in the meantime we need to eat and I need to pay my rent. Thanks for any advice.

Is it better to get credit at closing or lowering the overall home price?

seller is offering to lower the cost or give credit to fix the flooring

Looking to buy Rolex OP. Thoughts on new vs used? Is the additional ~2k worth it for new?

Which is your stock pick this week?
Serious answers only!

I have an exit opportunity but have 600$ in my commuter benefit account I lose after post 30 days leaving my current employer. Any creative ways to spend it? Uber pool is eligible, Amtrak, buses, etc.

When do you know you've toured enough houses and should pick one from the list you've got? I've seen probably 15-20 homes, and put in one offer. How many homes should you tour minimum, and how many offers did you put in before you closed? I don't want to be too hasty and choose something just because, but I also think continuing to see homes isn't really making my decision any easier. Thanks!

What is your favorite part about being a realtor?

Inflation check @9% 🫡

Can someone explain how to maximize the 401k employer contribution -- by when during the year should I have invested the full $18k to get the 1.5% match?

Asked this in another group and realized this group might have more insight. Which one should I get: Chase Sapphire Preferred or Chase Sapphire Reserve?
I have a 1.5% cash back card from CapitalOne

List the college you went to. When you graduated. How much you pay monthly on student loans and when you think you will be done.

Which stock broker is good to choose between fidelity investments vs Morgan Stanley to get Amazon rsu.

An Amazon employees working from Amazon India.

What app do you guys use to buy? Seems like Coinbase only has 3 cryptos, RH only 2. Is there a single app that has all or a large selection to choose from ?

Need an opinion on the Vanguard VIGAX/VIGIX. I’m index riding with that fund but am wondering if I should shift my risk and go with VT or another Vanguard fund. Thoughts?

If you didn't have to pay off any more of your student loans what would you use the money for instead? I'm stuck between something impractical like a trip somewhere or something I need like a new car lol

What would you do with $200k cash? Assume savings are retirement are satisfied.

Do you deduct your internet as an home office expense on your tax returns? Any other common consulting deductions I should be looking at ?

For any of you real estate investors, what tools or sources did you learn from when getting started. Can’t find a mentor currently so want to find some highly recommended books or videos. If focused on the tri-state area (NY, NJ, Long Island mainly) that would be even better. My hope is to buy and rent out a apartment while also owning a house and house hacking that by renting part of it out. Trying to understand all the steps, traps, and how to find if it’s a good investment.

My firm doesn’t match my 401k — still worth opting in?

Are most people in this group in a satellite office for larger agencies or in SF based shops?

has anyone ever left a company after taking tuition assistance without staying for the required time frame. did you pay back the full amount and if not, did they further pursue? asking for a friend

Does Chase Mortgage offer better mortgage and service? Just submitted an application, I think they're going to hit my credit report - wanted to be sure they're good enough and it's not for waste

Can someone please explain to me how carry compensation works? If I was told I was granted $125k of carry into our fund? I heard the words “dollars at work” a few times

I have 100 hrs of PTO, if I quit, will they pay it out?

What are some of your strategies to help push out “what your company has been up to”? Utilizing platforms such as LinkedIn, IG, company websites are covered! How else do you prefer to promote company events?

Thank you Fishbowl - 👁 ❤️ 🐠

Hi fishes got an opportunity with Epsilon for digital analytics. I have apprehension like everyone on moving out from Novartis.
Moving from Novartis due to location and not much learning here.
Any red flags on Epsilon ? , please let me know

Which apps do you use for counting calories? Doing this is both eye opening and scary... 100 cal for 1 tbsp of Jiff Peanut Butter? Jesus...

Anyone here successfully convert into a morning / before work runner? I want to start going for runs at 630 because my new job will have me working late but I’m so sluggish when I wake up. Tips would be great.

Any connects for black design professionals?

I just accepted an offer for a smaller niche shop in a smaller city and I'm so pumped about it. Hardly a confession, but I don't really have that many people I can share my excitement w/ before I quit

I cannot stress this enough. 12 o’clock meetings mean you bring me a damn sandwich. The better the sandwich, the better the work

As a new product manager what books should I be reading? I’ve already read Inspired but looking or more. For context, I’ve joined a series A start up and as expected there’s a lot to do and it’s very fluid. I want to be able to help the head of product as much as possible as well as provide some structure to how we work.

Any update about office location? Also fishes, if you could suggest good localities/societies, looking to rent a 1bhk, new to Kolkata. Thanks!

Hello Sharks,
Will global logic provide food and cab?

How do I download my offer letter from the KPMG portal, i forgot to download the offer letter when I last accepted it. The earlier link is not working. Thanks in Advance.

What is LPA location premium allowance mentioned in offer letter?? Is it variable part which we get end of year? Or will it be part of monthly salary?

Would love to hear your best tips for negotiating an offer / what worked for you

Are y’all finding that HR is preoccupied with Coronavirus and not the (k) plan?

How big is your RP book? Do you consider yourself a specialist?

So... how can I become more involved with MEPs?

Which firms do good actuarial work for cash balance plans?

Looking for whole life insurance. Who is better Mass Mutual or Northwestern or NY life?

No pitch, just some research for a client of mine.

Aside from referrals, what is your biggest source of leads?

Facebook?
Google?
Physical Mailers?
Radio ads?
Your own radio program?
Something else?

I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?

What’s your tax strategy to minimize self employment taxes?

Welcome to the Retirement Plan Advisors Bowl. The goal is to give advisors of Retirement Plans a place to discuss the challenges, opportunities, and daily ins and outs of working with all types of employer sponsored retirement plans.

Are u allowed to be an insurance agent while at PwC

Please ask more to join. Would like to get some more feedback from other Retirement Plan Consultants. For example:

What recordkeepers do you find to be easiest to work with and hardest to work with?

Does anyone partner with any 401(k) robo-advisors like Guideline, Vestwell, Human Interest, Ubiquity, etc.? How are they compared to more established 401(k) providers? Pros/cons to any or all?

How is everyone approaching educating current and potential clients on the Secure Act?

Where do you need the most support in your RP practice?

I currently use adp platform, reach out to me. Bill 6314129500

For those who cold call on 401k plans, what is your approach?

What percentage of your clients are choosing to permit the CARES Act provisions into their 401(k) Plan?

What is the best setup for Retirement Plan Advisors? RIA? B/D? Hybrid? Other?

What is the future value proposition of the 401k Advisor in your opinion?