Skip To Content

Your Life Priorities

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

  2. Discussing these topics can help you stay on track to meet your goals as the recovery begins to take shape

  3. Encouraging your kids to become financially independent in college can free you to focus on your own goals.

  4. A smart cash strategy is as important as a smart investment strategy. Here’s how you can develop one.

  5. Here’s what you and your tax professional can discuss in order to help reduce your tax liability for 2020 and beyond

  6. Consider these ideas that could potentially reduce your tax bill or increase your refund

  7. A key element of most portfolios, they can be particularly useful when interest rates are low and markets are volatile

  8. New rules can make it easier for you to handle education costs using the funds you’ve accumulated

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

  10. 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.

  11. 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.

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

  13. As prices rise or fall in your area, your home equity also shifts. Here’s a quick guide for figuring out how much you have, plus tips to potentially increase it.

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

  15. Discover how to invest in a way that can bring about positive effects in todayâ s changing world.

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

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

  18. They can be an efficient way to provide the next generation with a financial legacy—in addition to other benefits you may not have considered.

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

  20. 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.

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

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

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

  24. 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 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.

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

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

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

  29. 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

  30. 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.

  31. 5 tips to help you recover more easily from a flood, fire or other natural disaster

  32. Buying a home? Paying for college? Retiring soon? Planning ahead can help you work toward your financial goals—and prepare for any unexpected challenges.

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

  34. 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.

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

  36. 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

  37. 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

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

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

  40. Use our answers to help you take charge of your financial future

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

  42. 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.

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

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

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

  46. 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 toleranceâ especially when the markets get volatile

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

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

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

  50. 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.

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

X

You need to answer some questions first

Then we can provide you with relevant answers.

Get started