Kaitlyn Cruse, CIMA®, CPFA™’s Post

College comes at a high cost – but with high rewards, too. College graduates earn far more on average than those without a degree. Here are 3 saving options to compare on #529CollegeSavingsDay.

The financial pressure of supporting your children and your aging parents is real. These tips can help you manage it (without neglecting your own needs).

Own your financial future. I can help you see what's possible for tomorrow (and help you get there) with personalized support and guidance. Let's work together.

I'm thrilled to be included on the 2024 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list, published on August 8, 2024. Rankings based on data as of March 31, 2024. Thank you, Forbes. It is an honor to be recognized for three consecutive years now! Forbes SHOOK Research Merrill Lynch www.ml.com/disclosure https://lnkd.in/dtcGjZez

San Diego's chapter of the Merrill's Women's Exchange held our 9th Annual Client Signature Event at the beautiful Rancho Bernardo Inn this week. We were at capacity with 70 guests and it was no surprise given the topic, "Changing of the Guard", where we discussed a rotation out of leadership for both the stock market and the election. Both are major concerns for our clients and this informative and interactive dialogue provided perspective and hope! Special thanks to Mark Kremers and one of our investment managers for sponsoring. Contact our group if you feel these types of informative events would benefit you or someone you know . #WomenInvested Merrill Lynch Bank of America Courtney Breen https://lnkd.in/efqpzST3

If a large portion of your portfolio is comprised of a single or few stocks, you may want to consider strategies to help unlock potential opportunities and manage possible risks. Learn more.

Are you approaching a big life moment? Whether it's starting a family or nearing retirement, planning ahead with advice can help position you to reach your goals. I'm here to offer support when you need it.

Cruse Wealth Management Group spent this past Sunday on a wellness retreat at the beautiful Miraval Spa at the Park Hyatt Aviara Carlsbad. We enjoyed our time outside of the office to rejuvenate and reconnect. Highly recommend! #WomenInvested Merrill Lynch Bank of America Courtney Breen Lindsay Downes

Concise, conversational, actionable: In just 15 minutes, experts offer their insights on the markets at midyear and ways you can prepare for the potential opportunities and risks ahead. #MidyearOutlook #MerrillPerspectives bit.ly/3zMXHLm

As the saying goes, ‘Time flies when you're having fun!' This month marks 20 years since I graduated high school. I thought it would be entertaining to share 20 fun facts about who I was back then. It was an insightful exercise to reflect on the decisions I made that now serve as a foundation for my path in life, both personally and professionally. 1. Raised in Millbury, MA, a name derived from its long history as a mill town (What's a Woolie?) 2. I attended K-12 with the same group of students, some who remain my closest friends today 3. Many of my teachers also taught my father (for better or worse!). My grandparents and extended family were also born and raised there, a lot of which still live there today near Wilczynski Square, a war memorial dedicated to my great-great uncle 4. I'm the oldest of four children and first in the family to graduate college 5. Voted Most Likely to Succeed by classmates 6. Was the sole Indoor and Outdoor Track & Field Captain my Junior & Senior year 7. Competed in the Pentathlon (high hurdles, high jump & shot put were my strength) 8. Held the school's shot put record 9. Received several Student-Athlete Awards and scholarships 10. Won a national Co-ed All-Star Cheerleading competition in Florida (Go Bay State!) as a tumbler & base 11. Was a member of the Ski Club where I learned to snowboard (and later switched to skiing) 12. Contributor to the Yearbook and School Newspaper committees 13. Proudly worked as a Sandwich Artist at Subway 14. Nicknamed "Mother Hen", "K-Wil", "K-Dubs" and "Dubs" 15. Voted Prom Queen 16. My first car was a teal 1993 Mercury Sable which I proudly drove 17. Participated in Town Government Day and was the Town Treasurer for a day 18. President of the school's Business Club and Future Business Leaders of America (FBLA) school chapter 19. Took college credit Accounting courses and thought I would become an Accountant 20. Interned with a friend's father, a financial advisor, my senior year which jumpstarted my career path (Thank you, Mr. D!) #WomenInvested https://lnkd.in/eSaNYZTY