Russ Ward’s Post

First National has successfully held it's 3rd Annual General Meeting of its Shareholders #maldives #maldivesinvestments #maldivesfinance #consulting #investmentfunds #securitiestrading #bonds #islamicfinance #sukuk #financeconsulting

When your efforts have a lasting impact.

⚾️With Truist Park, home of the Atlanta Braves, just across the highway, it’s no surprise America’s favorite pastime often inspires our financial planning analogies. Like rounding bases, your financial game involves careful planning and preparation, from building wealth to retirement. There may also be some curveballs along the way but we’re here to coach you through every play. Read Vice President of Sales Larry Mendel’s latest blog post for tips on staying ahead of the game: https://lnkd.in/eQ6k7h8k #MONTAG #FinancialPlanning #AtlantaBraves #Atlanta #FinancialTips

Most of my generation in the business is retired or moved on to different things.

Last Quarter of 2024

I resigned from my job It’s easy to leave a job when it no longer feels right. When the spark is gone, and the path forward seems blocked. But what if you love it?
Stepping away when things are good…that’s another kind of courage. I’ve spent the last 14 months with 130+ clients
 Each conversation a chance to make a difference. ✨Helping people break free from debt and build a buffer for life’s surprises ✨Guiding them toward becoming mortgage-free ✨Building wealth through property ✨Preparing for a confident and secure retirement I’ve felt gratitude, purpose, and a deep sense of alignment. But there comes a moment when you know: It’s time to grow into the next stage of your journey. To keep evolving, to continue becoming the person you envision.
💡Sometimes, moving forward means letting go, not because it’s easy, But because it’s necessary. Tomorrow is the start a new chapter,
 One that builds on everything so far,
 And takes it to the next level. Thank you for being part of this journey! Watch this space!

In 1989 I embarked on a career with Northwestern Mutual, and what an adventure it has been! I’m grateful for the opportunity to help clients secure their financial futures and embrace life with confidence and peace of mind. Thank you to my valued colleagues, clients and mentors for making this journey so fulfilling. Here's to the next 35 years! Alex Freund, CFP, CLU, CPA #FinancialPlanning #WealthManagement #RiskManagement #TaxMitigationStrategies #AssetManagement

47 years go buy so quick!!

2024 has been a year of change, but I've taken every challenge head-on. Here are a few things I'm most proud of: 🔹 New Role: Moved into a new position where I get to dig into policies, standards and data to build security reporting for Comcast. It’s been a great way to apply my skills in a more hands-on way, and I’m learning a ton about how to make our data work for us. 🔹 School Milestones: By the end of the year, I’ll have wrapped up five classes for my Computer Science degree, including Intro to CS I/II, Discrete Math, Web Development, and Data Structures. Each course has challenged me, but I’m excited by how much my skills have grown this year! 🔹 What’s Next: I’m excited to explore software projects and residency programs at work. Can’t wait to dive into new challenges and see where I go next! Grateful for the journey and everyone I've had a chance to work with. Here’s to finishing the year strong! 🚀

🖐🏽 5 first-gen-ish wealth questions we wish we could ask an expert: 1. I'm good on retirement. My parents are not. They’re depending on me, and they are retiring... 5 years ago, lol. Also, I’m resentful. Plus shame. Also guilt. Help? 2. Please view these texts from my aunties fighting over some mystery property back home. ... The heck am I supposed to do with that? 3. Based on what you see here, do I have the funds to sway an election? ... K, how about a local one? 4. What if I'm not having any kids, but there are other people I want to financially care for. And they’re not family. Are you judging me? 5. Love this financial plan you've written up for me. Now do one that doesn’t hinge on exploitation and hoarding. 😬 👆🏾 Are you a financial professional who *can* answer these questions? We want to work with you -- hop into this form and tell us about yourself! https://lnkd.in/gz5yFd9K 👇🏼 How are you navigating financial decisions as a first-gen wealth builder? Tag your favorite money professionals who could relate to the struggle! 💡 #FirstGenFinance #WealthBuilding #ProgressiveFinance #FinancialPlanning #GenWealth #MoneyTalks #SocialImpact