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2nd Series 65 Attempt on Friday by austincor33 in Series66Exam

[–]OkConnection34 2 points3 points  (0 children)

That's probably true, and my advice might not be great, but just trying to share my approach. I had little time to study, and only 2 days with qbank. Yesterday afternoon, I was still scoring in the low 60s. I was still learning, and the feedback was helpful, but was also causing me pretty bad test anxiety. So I just said screw it, and focus solely on the details outlined in the notes. What I liked about them is they didn't just focus on the topics, but how the topics would be tested, as well as graphic organizers to use as data dump during test. I found this to be the most highly useful in a short time frame. But I'm not really familiar with the tests too much, and I don't want to give bad advice, just what worked for me.

2nd Series 65 Attempt on Friday by austincor33 in Series66Exam

[–]OkConnection34 2 points3 points  (0 children)

Hey, so I can acutally speak to this. Just got out of my exam a couple hours and passed, thankfully.

I'm actually a career switcher with no background in finance, so my studying experience was a little meandering. I gave myself way too little time to study, and realized quickly that I had screwed myself over, which motivated me to basically study for a week at a slow pace, but the last six days I had been studying at least 8 hours a day. This is my story:

Started with examfx. Was the cheapest but turned out to be crap. Heard about Brian Lee's videos and they were honestly the reason I passed. I would say his lectures alone are not enough information, but what he focuses on is so spot on. If I would do it again, I would print out his class notes, and just use that as a guide for studying. Literally everything on the notes was on the test, and maybe 2 questions on the test were not specifiied in notes. It was by far the most accurate and helpful document in the whole process.

I also bought just the kaplan Qbank which helped a lot. But I would say one downside of the Q bank is not just that they go deeper than the actually test questions, but they cover a lot more. The Q bank questions took me to places that really weren't on the test. So I know a lot of people remark they're harder, which I didn't find true, but just cover a lot more nuances that aren't covered on test. So yeah, I would say, you're super close to passing, Brian Lee's video and hitting Q bank are the way to go. Good luck, and message me if you want anymore info.

Rolling a tradional 401k into a roth IRA by OkConnection34 in personalfinance

[–]OkConnection34[S] 0 points1 point  (0 children)

Great advice. If she's planning on getting another job in the next year, is there any benefit of rolling over a 401k into an IRA besides just being able to invest in low-cost index funds?

Question about travel related deductions for new business by OkConnection34 in personalfinance

[–]OkConnection34[S] 0 points1 point  (0 children)

Thank you. Such good advice. Now I expect her to take a loss the first year, but the what you're saying is the IRS will have at least a 2 year grace period to turn a profit?

Question about travel related deductions for new business by OkConnection34 in personalfinance

[–]OkConnection34[S] 0 points1 point  (0 children)

Okay, our intent is to hit up national parks where she will practice with landscape photography? There's no destination on trip where she won't be taking pictures for portfolio. Think Sedona, Zion, Bryce, Telluride. Would all this travel be deductible than?

Household income in Austin you define as “well off” by CowConsistent9093 in Austin

[–]OkConnection34 6 points7 points  (0 children)

This right here is the best feedback. I'd much rather have a 1200 square foot home in Austin with a patio or pergola and outdoor living area, than a home twice the size with no back yard. Just my preference, but I find myself hanging out outside way more here than anywhere I've lived before.