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

What % of post-tax income do Londoners usually spend on rent?

Offered 6.2k per month post-tax and thinking of spending 2k on base rent, single household. Does that seem reasonable for someone who wants to save and invest?

How do you keep track of your finances? Do you use a calendar, a specific software, what’s your favorite method?

Fishes,
Im working in Ey india,
Do i need to declare personal loan anywhere is it required?

Thoughts on purchasing leads?

Anyone finding it harder getting managed money biz? If so, what changes or adjustments have you made in prospecting or sales approach? Thanks.

Any pointers on the best UK credit cards to get?

(Context: I'm a Londoner moving back home after 5 years in NYC)

I am a new investor. Started with Parag Parikh and Tata MFs and LIC IPO.

1. I see that both my MFs are in red - I started investing in Jan. Should I consider adding other MFs? Should I reconsider these 2?
2. Please suggest good tax saving MFs.
3. LIC listing gains and further performance is horrible. How much of gain I can look forward to in another 5yrs?

Thanks in advance!

Anyone with a leased car move from NJ to other states? If yes, could you please help me understand the process to get sales tax refund from NJ? Thanks in advance!

I’m looking for a real estate agent in South Florida to help my buy a house. Must be an aggressive negotiator. Any recommendations?

Looking at buying a house in Charleston, SC, then I want to get back to buying rental property. I already have two but would like to grow to 10 in the next 5 years. Is that possible and what are some ways to get some capital.

Anyone wondering what digitization and disruption of banking and lender relationships will look like? If at some point regulation allows customers to borrow directly from central banks, then will banks and buy side direct lending shops die out ?

What are the best ways of tax exemption

Any good ideas to keep your day job and start a business that allows for enough freedom to take taxable income from 350k to 0?

I'm a young professional finishing my first year of my career. Last month I opened a brokerage account & invested $4000 in the stock market. I'm planning to invest at at least $2000/month every month now with the goal of creating a passive income stream. Do any of you have experience with a dividend growth strategy? How did you get started?

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

Can't register for binance or bittrex 😮

Anyone joining amex on 27th oct?

Hi Folks,

Welcome to all of you. I created this bowl specifically for strategy consulting professionals in India.

Given the niche nature of strategy consulting, it would be pertinent to have a forum where we can discuss, vent out on topics that strategy consulting folks would more relate to.

Folks from Accenture Strategy, Bain, BCG, Deloitte S&O, EY strategy, Kearney, KPMG strategy, LEK, Monitor, PWC Strategy, Strategy& + any other core strategy consulting folks are welcome to join.

I Want to maintain engagement and morale on a long project and staring an MS Teams Channel to post recognition and engagement events with staff. Stumped on what to call it… any suggestions? So far “Good news and more” is all I got. TIA

What are everyone's thoughts on resume services/coaching? I am a leader/exec that was laid off (first time) and have spent over 15 years in various roles such SVP Operations, Senior Director Product, VP Solutions, etc. at different companies.

I am struggling with putting my experience/qualifications on paper...

Hi everyone,

I have offer from S&P Global as a QA and ZS Associate as a Test Engineer.

Which one is better to join ?

What is the salary range for Grade 9 in India in data management department or operations of Market Intelligence?

I have cleared 2 technical interviews with S&P Global for the Java Developer job position. With good feedback.
As the interview went well.

I have attended a managerial interview which was scheduled for 30 minutes. It also went well. I answered 90 to 95% of the questions.

How much time they will take to give the feedback as we have a long weekend now

Thanks

Can we leave CG a month after joining?

Is Marathahalli a good place to live with family? Will relocate there from KOLKATA 🙂

I was referred to Accenture federal 2 weeks ago, but have not heard anything back yet. How long did it take for a recruiter to reach out to you? How fast does Accenture move in the hiring process?

“Isn’t meth, like, so early 2000’s? Does anyone do that anymore?”

Hi! I’m new to this app, but I have a question that I haven’t been able to find an answer to. Is there any data that shows a certain dollar amount when sign-on bonuses stop being attractive? My concern is that there comes a point when candidates are actually turned off by a high amount.

Best way to prepare for SHRM ?
Any tips or resources that helped you pass the exam?

Is this legal? My spouses company just decided to change their comp structure for account managers. It was base + comm, now it’s commission only but nothing changed, OT commission is the same, didn’t get more points, just took away the base pay and said work harder basically. So now they have to worker harder to get $50k they were already making. (Not a decision based on employee performance, they’ve been crushing it. I think the company is just trying to save money they overspent else where)

Can someone look into their 🔮 and let me know if you think it’s feasible to go to the Grand Canyon or Zion late July/early aug?

Tips for San Diego trip with 1.5 year old in December?

I get so anxious when I have to give my availability for an interview before I start a new freelance job.

Does anyone have thoughts on RPAG? Is it worth the cost? Is there something better?

Anyone works or has worked as a Director Retirement Planner at Fidelity can provide some insight into the role?

Which Investment Analysis and Reporting System do you use? What are the pros/cons?

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

How do you get appointments with plan sponsors? They are hard to get in contact with and then 401(k) seems so low on their priority list or they "are happy with" (don't know about) their plan.

Coming up on my annual review and I'm curious about salary ranges for those who work with 401(k)+ plans. I'm a CPFA, series 65, and previously held 6&63. I advise plans on investment selection, plan design, IPS creation, and meet with participants individually as well.

What are you doing to ensure profitability for small plans with limited comp?

So are there any members of this thread that manage retirement plans?

Best place to work as a retirement consultant? Empower, Fidelity, Vanguard, T. Rowe, Lincoln, etc? New to field and want to get a sense of where my salary is at compared to competitors.

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

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

Which firms do good actuarial work for cash balance plans?

I’m finally taking steps to move from a service role into production. Nervous but excited. 401k plan background, so I plan to approach this market as a 401k specialist advisor. Best prospecting tips?

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?

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

Has anyone used the Warton Group to purchase 401k leads? How was your experience?

Wondering what the industry average is for a client facing support role to a 401k Advisor? We help with 80 401k plans with assets over $250 million. I have my series 65 license and I feel as if I am under compensated for my experience and being a licensed rep. I have been with the group for 2.5 years now. Thanks!

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?

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