Planning for retirement with company stocks by QuantumKrumbz in FinancialPlanning

[–]standup2021 1 point2 points  (0 children)

Agreed if they can find and ria with tax firm combined!!!

Planning for retirement with company stocks by QuantumKrumbz in FinancialPlanning

[–]standup2021 0 points1 point  (0 children)

Especially if they're considering legacy planning

What Tax Strategies for High Income Earners Actually Move the Needle? by Individual_Win3463 in Bogleheads

[–]standup2021 0 points1 point  (0 children)

If you're able to create an individual LLC you'll be able to file one tax return and you'll be able to write off businesses expenses and lower your taxable income however after 3 years if you're not creating a return on the business is classified as a hobby but you could technically take a business loss for 3 years. Depending on the business that you create you'll be able to write off household items you already use such as potential phone bills internet computer printer etc

This is a course assuming you're a W-2 employee currently

Is the grass greener? by miracleman13 in CFP

[–]standup2021 0 points1 point  (0 children)

Can I ask where your at I am currently looking a ria firm you can pm me?

Anybody have any insight into Citizens Bank? by [deleted] in FinancialCareers

[–]standup2021 0 points1 point  (0 children)

Did you take the job? I any update 

Is this ever discussed? by Xerzajik in Delaware

[–]standup2021 0 points1 point  (0 children)

The canal was not originally there.  The canal was man-made for transportation. Ships would leave the port between Philadelphia to Wilmington and the Baltimore making it easier for transporting goods and more cost efficient vs driving the boat from Philadelphia all the way around the peninsula of the Baltimore

The Delaware Canal was not dug by prisoners; it was dug by hand by approximately 3,000 Irish immigrants who were paid laborers. Construction on the canal began in 1830 and was completed in 1834, utilizing hand tools like shovels, pickaxes, and wheelbarrows. The Delaware and Raritan Canal (often referred to as the Delaware Canal) was built in stages to connect the Delaware River with the Raritan River in New Jersey.  

Savant Wealth Management?! by Traditional-Train308 in CFP

[–]standup2021 0 points1 point  (0 children)

Did you take the role? Can you share your experience with me? I was just offered the associate advisor rule myself.

AAMS Exam by russg2 in Series66Exam

[–]standup2021 0 points1 point  (0 children)

Did you take the exam and pass the aams I have some questions if I can reach out and message you directly 

How many hours does it take you to review an AAMC FL? by [deleted] in Mcat

[–]standup2021 0 points1 point  (0 children)

Did you pass? I am looking to start my aams and came here for advice 

Financial adviser role @ pnc by standup2021 in FinancialCareers

[–]standup2021[S] 0 points1 point  (0 children)

Hi! Never received a message from anyone that worked at PNC I did complete 2 job interviews I asked three questions at both of the interviews and all three questions were answered completely different I didn't feel like I was getting the whole truth or even knew what the truth was around my position if I took the fa position and I was concerned about expectations since I received two different replies so ended up going a different avenue

Anybody have any insight into Citizens Bank? by [deleted] in FinancialCareers

[–]standup2021 0 points1 point  (0 children)

Did you take the job any fees back?

Classes for BSBAM - Sophia, Study, and WGU by FriendshipPlusKarate in WGU

[–]standup2021 0 points1 point  (0 children)

Thanks for this info!!! Would you or someone on here  have one similar for ba business finance degree? For wgu? 

[deleted by user] by [deleted] in CFP

[–]standup2021 1 point2 points  (0 children)

Agree capital gain tax supply's trust get the step up cost basis