Explore our planning tools
Your actions today make a difference for tomorrow. Our tools are designed to get you thinking about your goals and develop a plan with an advisor.
Investing Personality Quiz
This quick quiz can help you understand your unique investment style and how a Merrill advisor can help you on your financial journey.
Retirement Calculator
There’s a lot to think about when it comes to your retirement. Our calculator can help you prepare for the financial side of things.
Retirement Readiness Quiz
Take our quick, two-minute quiz to determine your retirement planning progress across three key areas and get suggested next steps to help you continue your journey forward with confidence.
401(k) Rollover Calculator
What are your choices for your old 401(k)? Compare all the options for your retirement plan account and speak with an advisor who can help you decide which choice may be best for you.
College Savings Tool
Prepare for the cost of higher education by identifying how much you may need to save and work with an advisor to help you develop a savings plan that aligns with your goals.
Are your investing skills ready to rock?
Put your knowledge to the test with this short quiz.
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Plan with Merrill
Investment strategies, resources and tools to give you clarity in every phase of your retirement planning.
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Financial Checklist
Your financial plan can always use a check in. After all, as life changes, your plan should adjust accordingly.
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Ready to get started? So are we.
Try Merrill Advisor Match for a more personalized way to choose an advisor.
