Reprise Financial’s Post

At this time of year many families are celebrating graduations and getting ready to send their children off to college. While these are exciting times, it can also be a bit daunting. Here at Merrill, we have our "Heading off to College Checklist" to help make the process simple. Give the video here a quick watch to learn more.

We have the latest conversation here: #financialswithahawo #financialfreedom #womenandmoney #wealthbuilding #wealth https://lnkd.in/d2SvgBRC

#financialswithahawo #financialfreedom #womenandmoney #wealthbuilding #wealth Our Making Wealth Series Conversations continue and we speak about Starting Young on our journey to Financial Well-being. https://lnkd.in/dWD9wEfF

Embark on the path to financial mastery with our mentorship program. Patience is your greatest asset on the road to wealth creation. Join us today and learn the strategies for long-term prosperity. #WealthJourney #FinancialMastery #PatiencePaysOff

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Quiet moment in the office or by the pool? Our selection of summer reads on macro and asset class themes are designed to fill the gap, whether you've got five minutes or half an hour to spare. https://bit.ly/4dykf0O

To stand out is to stand true to your word. Promises can inspire, but excellence delivers real rewards. Get your copy of 'Getting Your Money Straight and Building Wealth!' today and start making a difference! 🔗 https://amzn.to/46DGTD1 #FinancialManifestations #FinancialServices #FinancialFreedom #dexterbjenkins #faithbasedfinancialmentor #theshipmethod

I've forgotten more about investing than most financial advisors bother to learn. During my time in the desert I forgot a lot. Is that bad? No. Because most of what Wall Street teaches is meant only to siphon as much money as possible from clients. My Wall St career began summer 1991. I've: Learned about bond trading from some of the best Audited large structured finance transactions Structured ABS & CDOs Banked specialty finance companies Managed bond portfolios totaling billion$ I also took time off to found & sell a food business, and then become a stay at home dad. I forgot a lot of financial regulations when I was learning about food production regulations. Trust me, there's only so much room in one person's brain for government regulations. I forgot the difference between modified duration & Macaulay duration. I forgot why I was supposed to tilt my personal portfolio this way or that. All of that forgetting benefits my clients. I help people manage their financial lives, prepare for retirement, then retire in peace because what I remember is how to defend them against Wall Street.

BluCurrent Credit Union had a fun time with 𝗟𝗶𝗴𝗵𝘁𝗵𝗼𝘂𝘀𝗲 𝗖𝗵𝗿𝗶𝘀𝘁𝗶𝗮𝗻 𝗔𝗰𝗮𝗱𝗲𝗺𝘆 teaching financial education today! 🤑 We helped juniors and seniors through a reality fair (of sorts), helping them understand the purpose behind learning 𝗽𝗼𝘀𝗶𝘁𝗶𝘃𝗲 𝗺𝗼𝗻𝗲𝘆 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗵𝗮𝗯𝗶𝘁𝘀. These kids were quiet at first, but by the end, were energized and felt *slightly* 🤷♀️ more educated about budgeting than when they came in. 🤣 #FinancialEducation #FinancialLiteracy #PersonalDevelopment #Learning

The end of the financial year is almost here and as well as getting your finances in check, April can also provide an opportunity to take stock, and plan any activity for the coming months, including how you intend to maintain engagement during the inevitable summer lull. Join in the discussion below. Is April a time of planning for you, or are you purely finance focused? 👇