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  1. 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

  2. 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.

  3. Women are paving the way to a better financial future
    finances

    Women are paving the way to a better financial future

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

  4. The Basics Q&A: Should I Borrow From My 401(k)?
    finances

    The Basics Q&A: Should I Borrow From My 401(k)?

    Q. I need a large amount of cash—more than I have in my savings account. Should I tap into my 401(k)?

  5. 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.

  6. 8 Tax Tips That Could Save You Money This Year
    finances

    8 Tax Tips That Could Save You Money This Year

    Starting with your 2018 tax year, the laws have changed substantially. Tax accountant Vinay Navani offers ideas you can share with your tax professional to potentially reduce your tax liability.

  7. Market Decode: Is Impact Investing Right for You?
    markets

    Market Decode: Is Impact Investing Right for You?

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

  8. 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

  9. 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?

  10. 6 Classic Elder Fraud Scams—and How You Can Help Prevent Them
    family

    6 Classic Elder Fraud Scams—and How You Can Help Prevent Them

    Use these tips to help you protect your loved ones from the threat of financial fraud increasingly targeting older Americans.

  11. 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.

  12. Beyond Stocks and Bonds
    finances

    Beyond Stocks and Bonds

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

  13. Creating long term value in your portfolio with Impact Investing
    finances

    Creating long term value in your portfolio with Impact Investing

  14. Why Women Need to Talk About Money
    finances

    Why Women Need to Talk About Money

    Three reports from Bank of America track women’s financial journeys, their contributions to the economy—and the challenges they still face

  15. What’s the Best Financial Advice Your Mom Ever Gave You?
    finances

    What’s the Best Financial Advice Your Mom Ever Gave You?

    Hear what others had to say in this video celebrating mothers everywhere

  16. Saving for School? How 529s Work.
    finances

    Saving for School? How 529s Work.

    With their tax advantages, 529 education savings plans are worth considering. Watch these videos for insights on how you can fit saving for school into your financial routine.

  17. Women & Financial Wellness : Beyond the Bottom Line
    finances

    Women & Financial Wellness : Beyond the Bottom Line

    Women have been driving change in the labor market, the workplace, and the home. But there are still key opportunities for continued growth.

  18. 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.

  19. Will Itemizing Still Make Sense Under the New Tax Law?
    finances

    Will Itemizing Still Make Sense Under the New Tax Law?

    Below, noted tax expert Andrew Friedman offers insights on how the new tax law could affect your financial decisions throughout the year

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

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

    Tune out the noise and stay focused on your goals, says this behavioral finance expert

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

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

  22. 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

  23. Tax Reform & Your Life: What's Changed?
    finances

    Tax Reform & Your Life: What's Changed?

    Plenty. Here, tax expert Andrew Friedman, principal and founder of The Washington Update, provides insights on how the new law’s provisions could affect your financial life. Use them to help you plan for the conversations you’ll want to have with your tax professional and financial advisor.

  24. Snap Stat: Life’s Biggest—and Least Understood—Expense
    finances

    Snap Stat: Life’s Biggest—and Least Understood—Expense

    It can cost more than buying a house, raising a child and paying for college—combined. What is it?


  25. 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.

  26. The Basics Q&A: Roth or Traditional IRA—Which is Right for Me?
    finances

    The Basics Q&A: Roth or Traditional IRA—Which is Right for Me?

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

  27. 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.

  28. 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 Mary Ann Bartels, head of Merrill Lynch Wealth Management Portfolio Strategy, for her insights.

  29. 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

  30. The Basics Q&A: A Retirement Account for Teens? <i>Really?</i>
    finances

    The Basics Q&A: A Retirement Account for Teens? Really?

    Q: My teenage daughter worked as a waitress this summer. Is it too early for her to start investing for retirement?

  31. Stocks or Bonds: What Happens When Rates Rise?
    finances

    Stocks or Bonds: What Happens When Rates Rise?

    Understanding income-producing investments—and how they might behave as interest rates rise—can help guide your search for income

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

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

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

  33. 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

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

    Finances in Retirement: New Challenges, New Solutions

  35. Four Reasons to Use a Trust
    finances

    Four Reasons to Use a Trust

    Andy Friedman of The Washington Update discusses how trusts can help you provide for the people and causes you care most about whatever – your net worth

  36. 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

  37. 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

  38. 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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