As changes in your life occur, are you adjusting your financial plan accordingly? We've put together this 10-point checklist of key areas of your financial life. Take a look and see if you are ready for what 2022 may bring.
If any of these apply to you, talk to your Merrill advisor about implications and to help you adapt your plan.
Want a copy of this checklist to keep? Download one now to use as a starting point when consulting your advisor, and to help determine what you need to make the most of your financial strategy.
Financial plans don’t have to be overwhelming. If you haven’t made one yet, the best time to start is right now. Your advisor will be there to help you every step of the way.
Connect with your advisor today.
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