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  1. Finances

    The Value of Financial Advice During Volatile Markets

    Working with an advisor can help you prepare for down markets—and stay grounded when they come

  2. Finances

    Time for a Reality Check: Are You Still on Track to Meet Your Goals?

    The pandemic has turned our daily routines upside down. These questions can help you see how your finances have held up—and whether you might need to adjust them too.

  3. Finances

    How Women Give—and Invest—for Change

    Women want their money to serve a greater good. As their financial clout continues to grow, here are some insights on how they’re making their decisions match their values and their financial goals.

  4. 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.

  5. Finances

    Preparing for the Big ‘What-Ifs’ in Your Financial Life

    Steps you can take to make sure unexpected events don’t interfere with your long-term plans

  6. Investment Trends

    Merrill Perspectives Podcast

  7. Portfolio Strategies

    What Could Near-Zero Interest Rates Mean for Investors?

    Your key questions about navigating today’s low-rate environment answered

  8. Finances

    Renovate Your Home Without Wrecking Your Budget

    These remodeling do’s and don'ts could help you make the most of your home—and potentially even increase its resale value.

  9. Finances

    Juggling Competing Financial Goals

    College tuition, retirement savings and more—your financial goals can sometimes seem overwhelming. This five-step process can help you pursue them all.

  10. Portfolio Strategies

    Consider the Alternatives—Beyond Stocks & Bonds

    Hedge funds, private equity and real assets could help you manage volatility as you pursue your goals, but they carry some risk. Here’s what you need to know.

  11. 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.

  12. 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.

  13. Finances

    Taxes & Relocating in Retirement: What to Think About Now

    Limits on state and local tax deductions add a new consideration as you think about where you want to live in retirement.

  14. Finances

    Should You Borrow or Take a Distribution from Your 401(k)?

    While they’re both options, there are reasons you might want to consider other alternatives first

  15. Finances

    Be Cyber Secure: Protecting Your Family Online

    Ideas and best practices to help you protect your finances and personal information in the current environment.

  16. 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.

  17. Finances

    Could a 529 Education Savings Plan Affect
    Financial Aid?

    The answer is maybe—but its impact is likely to be minimal and shouldn’t discourage you from saving and investing for your child’s future.

  18. 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

  19. 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.

  20. Finances

    What’s Different Financially for Women?

    Tips for powering through obstacles on your road to financial freedom. PLUS: Watch a video featuring one mom's answer to work-life balance.

  21. Portfolio Strategies

    What Could Be Behind the Rising Interest in Sustainable Investing?

    Investors concerned about climate change, gender inequality and a range of other issues now have access to more data and information about the risks and potential rewards of sustainable investing

  22. Finances

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

  23. Finances

    Traditional or Roth IRA—Which Might Be Right for You?

    When it comes to putting away money for retirement, a Roth could make more sense for you than a traditional IRA—or vice versa. Here's what to consider before making a decision.

  24. Finances

    Disaster-Proof Your Finances

    5 tips to help you recover more easily from a flood, fire or other natural disaster

  25. 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 work toward your financial goals—and prepare for any unexpected challenges.

  26. Portfolio Strategies

    7 Keys to Getting Through a Prolonged Market Downturn

    Here's what you may want to do—and avoid doing—as you maneuver through an extended decline

  27. Portfolio Strategies

    What Can 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 with the Chief Investment Office for his insights.

  28. Portfolio Strategies

    How to Be a Tax-Smart Investor

    Thoughtful decisions about the asset classes you choose and the accounts you hold them in could help you lower your tax bill

  29. Portfolio Strategies

    Why ESG Matters—Now More Than Ever

    A new BofA Global Research study finds companies that take environmental, social and governance (ESG) factors into account may enjoy advantages over companies that don’t

  30. Finances

    10 Things You Need to Know About the SECURE Act

    New rules, designed to make it easier for people to save and invest for a long life, could help you boost your retirement-readiness

  31. Finances

    The Bulletin

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

  32. Finances

    Rethinking Retirement: New Rules, New Realities

    Recently signed legislation, the SECURE Act, introduces more ways to save for a longer life.

  33. Finances

    7 Money-Saving Tips for Holiday Shopping

    Buying presents for family and friends can be expensive. These strategies could help you save money as you search for the perfect gifts.

  34. Finances

    What Coronavirus Means for the Markets and Your Money

    Chris Hyzy, Chief Investment Officer for Merrill and Bank of America Private Bank, answers questions top of mind for everyone right now

  35. 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 with your financial life

  36. 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 2019 and beyond

  37. Finances

    Be Cyber-Secure: Beware These Business Email Scams

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

  38. 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

  39. 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?

  40. Family

    Women’s Guide to
    Social Security

    Knowing when to claim your benefits can mean the difference between a comfortable retirement and outliving your money.

  41. 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 reduce what you owe

  42. 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.

  43. 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.

  44. Portfolio Strategies

    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.

  45. 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.

  46. Portfolio Strategies

    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

  47. Portfolio Strategies

    Selling Stocks? 3 Ways You Might Minimize Your Capital Gains Taxes

    Many investors look to lock in equity gains as they rebalance their portfolios. These tips can help you limit the tax consequences.

  48. Finances

    4 Ways to Invest in Women’s Equality

    Be part of helping to change the status quo—and pursue growth—through gender lens investing

  49. Finances

    7 Key Retirement Deadlines You Won't Want to Miss

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

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