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  1. Be Cyber-Secure: Hone Your Password-Writing Skills with This Quiz
    finances

    Be Cyber-Secure: Hone Your Password-Writing Skills with This Quiz

    Use these tips to help you keep your financial (and other) online accounts safe.

  2. Be Cyber-Secure: Beware These Business Email Scams
    finances

    Be Cyber-Secure: Beware These Business Email Scams

    Steps you can take to defend against phishing, smishing and other forms of cyber attack

  3. Be Cyber-Secure: Do’s and Don’ts for Your Family
    finances

    Be Cyber-Secure: Do’s and Don’ts for Your Family

    Consider setting up a virtual private network and 5 other tips to help thwart cyber criminals

  4. Be Cyber-Secure: Ways to Protect Your Business and Your Customers
    finances

    Be Cyber-Secure: Ways to Protect Your Business and Your Customers

    Cyber criminals uncover and target 480 new vulnerabilities every minute. Are you prepared?

  5. Commercial Real Estate Financing
    finances

    Commercial Real Estate Financing

    Pursuing your commercial real estate ownership goals

  6. Widowhood: The Loss Couples Rarely Plan for—and Should
    finances

    Widowhood: The Loss Couples Rarely Plan for—and Should

    No one is ever ready emotionally for the death of a spouse. But you can prepare financially for the decision-making and reduced income you may someday face.

  7. Merrill Perspectives Podcast
    finances

    Merrill Perspectives Podcast

  8. Online College Degrees: Are They Worth the Money?
    finances

    Online College Degrees: Are They Worth the Money?

    Read up on their advantages, plus how to pick the right online school and how employers perceive them.

  9. 8 Tax Tips That Could Save You Money This Year
    finances

    8 Tax Tips That Could Save You Money This Year

    Tax accountant Vinay Navani offers ideas you can share with your tax professional to potentially reduce what you owe

  10. 4 Big Retirement Risks—and How to Prepare for Them
    finances

    4 Big Retirement Risks—and How to Prepare for Them

    You can't control unexpected events in your life or in the markets, but these tips can help you limit their impact

  11. Market Decode: Is Impact Investing Right for You?
    earth

    Market Decode: Is Impact Investing Right for You?

    Discover how you can combine a desire to have a positive impact on the world with investing for your future

  12. Do You Have a Retirement <BR> Spending Plan?
    finances

    Do You Have a Retirement
    Spending Plan?

    Saving and investing is just the first step in retirement planning—creating a plan to draw down that money is the next challenge. These tips can help.

  13. Dealing with Volatility: What You Need to Know Now
    markets

    Dealing with Volatility: What You Need to Know Now

    Timely insights to help you manage risk when markets shift

  14. Checklist: 5 Retirement Questions Every Couple Should Ask—and Answer
    finances

    Checklist: 5 Retirement Questions Every Couple Should Ask—and Answer

    Even newlyweds can benefit from having this conversation. The sooner you come to an agreement, the easier it will be for you to put a strategy in place to pursue your goals.

  15. Can a Marriage of (Financial) Opposites Last?
    finances

    Can a Marriage of (Financial) Opposites Last?

    You bet, says this couple, who have been married for more than four decades. Here, they share their secrets.

  16. Midyear Outlook: Optimism Amid Uncertainty
    finances

    Midyear Outlook: Optimism Amid Uncertainty

    Chief Investment Officer Chris Hyzy answers key questions about the challenges and opportunities investors could expect through year-end

  17. Creating Long Term Value in Your Portfolio with Sustainable and Impact Investing
    finances

    Creating Long Term Value in Your Portfolio with Sustainable and Impact Investing

    We are living in an era of growing social and environmental awareness. People and institutions are looking to make investment decisions with the goal of creating positive social or environmental impact, as well as a financial return.

  18. The Basics Q&A: What Expenses Can a 529 Education Savings Account Cover?
    finances

    The Basics Q&A: What Expenses Can a 529 Education Savings Account Cover?

    Q: I just opened a 529 account for my daughter. How can I use it?

  19. Will Your Social Security Benefits Be Taxed?
    finances

    Will Your Social Security Benefits Be Taxed?

    For many people, the answer is yes–but these strategies could help you minimize the hit on your retirement income

  20. Market Decode: How Bonds Work—and What They Can Do for You
    markets

    Market Decode: How Bonds Work—and What They Can Do for You

    Watch this video to get the basics on this key ingredient in a well-diversified portfolio

  21. Investing for Income—Not Just Growth
    finances

    Investing for Income—Not Just Growth

    These ideas can help as you look to create a steady stream of income for retirement and other cash-dependent goals

  22. How to Maintain Your Balance in an Up-and-Down Market
    finances

    How to Maintain Your Balance in an Up-and-Down Market

    These 3 tips can help you tune out the noise and stay focused on your goals, says this behavioral finance expert

  23. Invest in Yourself: See our financial tips, resources (and inspiration) for women
    finances

    Invest in Yourself: See our financial tips, resources (and inspiration) for women

    We're here to help with ongoing insights and experience specifically for women investors.

  24. Smart Ways to Pay Back Your Student Loan
    finances

    Smart Ways to Pay Back Your Student Loan

    What comes after graduation day? The job of repaying the cost of college. That often involves hard choices, but with a solid strategy you can tackle your debts without jeopardizing your future.

  25. The Best Retirement Advice? Be Flexible
    finances

    The Best Retirement Advice? Be Flexible

    In revealing audio clips, clients share the unexpected challenges they found in later life—and the financial choices they made to adjust.

  26. What Can an Advisor Do for Me?
    finances

    What Can an Advisor Do for Me?

    Probably more than you think. An advisor can offer useful guidance as you make decisions in all areas of your financial life.

  27. 5 Top Reasons People Turn to an Advisor (And Why You Shouldn’t Wait)
    finances

    5 Top Reasons People Turn to an Advisor (And Why You Shouldn’t Wait)

    Buying a home? Paying for college? Retiring soon? Planning ahead can help you prepare for your financial goals and any unexpected challenges that may come your way.

  28. The Bulletin
    finances

    The Bulletin

    Financial tips, trends and insights to help you plan for the priorities—like your health, home, family, work, even leisure—that matter most to you

  29. Investor Ed: Two Ways to Rebalance Your Portfolio
    markets

    Investor Ed: Two Ways to Rebalance Your Portfolio

    Regularly reviewing and adjusting your investment allocations is a must in today’s markets. Here’s a guide to getting started.

  30. Market Decode:  Balancing Risk and Reward with Asset Allocation
    markets

    Market Decode: Balancing Risk and Reward with Asset Allocation

    Senior investment strategist Marci McGregor explains how asset allocation can help you find the right mix of stocks, bonds and cash to match your risk tolerance—especially when the markets get volatile

  31. What Should You Do When the Markets Get Volatile?
    finances

    What Should You Do When the Markets Get Volatile?

    Market swings can be unnerving, but they shouldn’t distract you from staying focused on your financial goals. We spoke with Niladri Mukherjee, head of CIO Portfolio Strategy, Bank of America Global Wealth and Investment Management, for his insights.

  32. Volatility in Pictures: Focus on the Rebounds
    finances

    Volatility in Pictures: Focus on the Rebounds

    Knowing when and how markets have recovered during past downturns can help investors today

  33. Save More for Retirement with These 5 Tips
    finances

    Save More for Retirement with These 5 Tips

    Even if you're juggling other financial goals, there are steps you can take to help you get back on track.

  34. The Basics Q & A: Taxes and Your IRA
    finances

    The Basics Q & A: Taxes and Your IRA

    Q: Which is the better way to save for retirement - a traditional IRA or a Roth IRA?

  35. Market Decode: Volatility Is Not a Roller Coaster. Here's Why.
    markets

    Market Decode: Volatility Is Not a Roller Coaster. Here's Why.

    While volatility is often compared to the iconic carnival ride, there are some important differences. Here’s what you need to know.

  36. Retire Ready—or Not?
    finances

    Retire Ready—or Not?

    Enjoy these cartoons—then click through to articles that can help you get better prepared for retirement, financially and otherwise.

  37. 6 Tax Tips for Small Business Owners
    finances

    6 Tax Tips for Small Business Owners

    Here’s what you and your tax professional should be discussing in order to help reduce your tax liability for 2018 and beyond.

  38. 7 Key Retirement Dates You Won't Want to Miss
    finances

    7 Key Retirement Dates You Won't Want to Miss

    Taking steps at each of these key stages on the road to retirement could help you maximize your income, minimize your taxes and avoid penalties

  39. The Basics Q&A: Paying Off Grad School Debt
    finances

    The Basics Q&A: Paying Off Grad School Debt

    Q: I’m going to graduate from med school with a lot of student loan debt. How can I make it more manageable?

  40. Beyond Stocks and Bonds
    finances

    Beyond Stocks and Bonds

    Alternative Investments Have the Potential to Enhance Performance and Help Smooth Portfolio Volatility

  41. Tips, Stats—and True Stories—to Help You Retire Ready
    finances

    Tips, Stats—and True Stories—to Help You Retire Ready

  42. Finances in Retirement: New Challenges, New Solutions
    finances

    Finances in Retirement: New Challenges, New Solutions

  43. Checklist: 7 Questions Every Advisor Should Be Able to Answer
    finances

    Checklist: 7 Questions Every Advisor Should Be Able to Answer

    Whatever your priorities, this can help you find someone who understands you and has the resources to help you manage your financial life

  44. Social Security: Aiming for Smarter Payments
    finances

    Social Security: Aiming for Smarter Payments

    Delaying your benefits for as long as you can could give you greater income for life. But is it the right move for you? These insights can help.

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