Skip To Content

Your Life Priorities

  1. finances

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

  2. finances

    Merrill Perspectives Podcast

  3. markets

    Dealing with Volatility: What You Need to
    Know Now

    Timely insights to help you manage risk when markets shift

  4. 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.

  5. finances

    Disaster-Proof Your Finances

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

  6. 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.

  7. work

    Women: Love What You Do—Earn What You’re Worth

    Career tips to help you succeed—and maybe even break some glass ceilings.

  8. work

    Smart Ways to Transfer the Family Business

    Three ways to create a meaningful legacy, while generating a healthy retirement income for yourself

  9. finances

    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

  10. finances

    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.

  11. finances

    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

  12. family

    Couples Quiz: 5 Financial Questions for a Long-Lasting Relationship

    Use these insights to inform money conversations as your financial priorities change over the years

  13. 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

  14. 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

  15. finances

    Rethinking Retirement: New Rules, New Realities

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

  16. family

    How Do You Want to Be Remembered?

    Use these tips to put plans in place that can help protect your family and secure your legacy.

  17. finances

    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

  18. giving

    Keep the Joy of Giving Alive Year-Round with a Donor-Advised Fund

    Donor-advised funds are "a one-stop shop" for managing your charitable giving, offering convenience, flexibility and tax advantages.

  19. 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.

  20. 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

  21. 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

  22. health

    Health & Aging: Is Your Family Ready to Cover the Costs?

    Use these four questions as a guide to help you plan ahead for future medical and caregiving needs

  23. leisure

    3 Generations, 1 Great Vacation

    Traveling with family can bring you all closer together. Use these questions to help you plan a memorable getaway without breaking the bank.

  24. health

    Picking the Best Health Care Coverage for Your Family

    These tips can help you navigate the varied, often-confusing choices many employers offer

  25. giving

    6 Tips for Raising Generous Kids

    Easy ways to teach important lessons about the value of money

  26. giving

    Young Philanthropists Are Changing How Families Give

    A new survey reveals family foundations increasingly focused on social issues

  27. finances

    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.

  28. 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

  29. giving

    Philanthropy in 2019: Responding to Tax Reform

    As charities assess the impact of recent tax legislation, donors may find new ways to give

  30. leisure

    Volunteer Vacations: Give Back While Getting Away

    For your next trip, think about combining seeing the sights with doing something to make the world a little better. It may require some extra planning, but the rewards can be immense.

  31. home

    2 Times You Should Never Tap into Your Home Equity

    Thumbs up—and down—on 7 uses you might be considering

  32. finances

    Time to Get Smart About Artificial Intelligence

    Artificial intelligence startups raised a record $7.4 billion globally in 2019. Find out what's speeding up development—and investor interest.

  33. finances

    Be Cyber-Secure: Hone Your Password-Writing Skills with This Quiz

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

  34. finances

    Be Cyber-Secure: Beware These Business Email Scams

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

  35. 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

  36. 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?

  37. family

    Widowhood: The Loss Couples Rarely Plan for—and Should

    No one is ever ready emotionally for the death of a spouse. But you can prepare financially for the decision-making and reduced income you may someday face.

  38. family

    The Basics Q&A: "Mommy, Are We Rich?"

    Q: My five-year-old daughter recently asked me about our financial situation. What's the best way to respond?

  39. finances

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

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

  40. family

    Remarriage in Retirement: What to Consider Before Saying 'I Do'

    Think about these financial issues before walking down the aisle again

  41. finances

    Online College Degrees: Are They Worth the Money?

    Read up on their advantages, plus how to pick the right online school and how employers perceive them.

  42. 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

  43. family

    Same-Sex Marriage: The Financial Benefits

    Here’s why a growing number of couples are considering tying the knot in the wake of the Supreme Court’s landmark decision on marriage equality

  44. 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

  45. home

    Are You Ready to Buy a Home?

    Answering these seven questions can help you figure out whether it's the right move for you to make now<br><br>

  46. health

    Checklist: 7 Things Every Alzheimer’s Caregiver Should Know

    Use these tips to help you keep your loved ones safe as you manage the financial aspects of caregiving.

  47. home

    How to Calculate Your Home Equity—and Why It Matters

    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.

  48. home

    How Your Home Can Help You 'Renovate' Your Finances

    A house is more than a place to live and raise your family. Here are some ways the equity you've built up could help you pursue other important goals.

  49. 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

  50. health

    Health Perks at Work

    PPOs, FSAs, HSAs and more—the range of health-care options employers offer can be confusing. Here's a guide to help you decide what might work best for you and your family.

  51. earth

    Market Decode: Is Impact Investing Right for You?

    Discover how you can combine a desire to have a positive impact on the world with investing for your future<br><br>

  52. 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.

  53. family

    Checklist: 5 Retirement Questions Every Couple Should Ask—and Answer

    Even newlyweds can benefit from having this conversation. The sooner you come to an agreement, the easier it will be for you to put a strategy in place to pursue your goals.

  54. family

    Can a Marriage of (Financial) Opposites Last?

    You bet, says this couple, who have been married for more than four decades. Here, they share their secrets.

  55. family

    The Things They Never Tell First-time Parents

    Creating a secure financial future for your new baby is one of the most important things you can do⁠—but few parents know where to begin.

  56. finances

    Creating Long Term Value in Your Portfolio with Sustainable and Impact Investing

    We are living in an era of growing social and environmental awareness. People and institutions are looking to make investment decisions with the goal of creating positive social or environmental impact, as well as a financial return.

  57. work

    5 Top Encore Careers—and Ways to Pay for the Retraining You May Need

    Reinventing yourself sometimes requires reeducating yourself. Consider these ways to pay for your encore education.

  58. giving

    3 Ways Trusts Can Protect Your Family

    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

  59. health

    Health Savings Accounts Explained

    Answers to 9 questions many people have—from who's eligible to what costs these accounts can help you cover

  60. family

    Are You the 'Family Bank'?

    When to say yes—and how to say no—if family members turn to you for financial support

  61. home

    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

  62. family

    Divorce in Mid-Life: Fresh Starts, New Financial Challenges for Women

    When a marriage ends, women often see a larger drop in income than men. Consider these key points as you make decisions about splitting your finances as well as your lives.

  63. health

    Your Guide to Medicare: 5 Key Questions Answered

    The information you may need to activate coverage for yourself or your parents

  64. leisure

    Financial Etiquette: Who Pays for What on Vacation?

    These 3 tips can help you avoid misunderstandings when traveling with family or friends

  65. finances

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

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

  66. 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

  67. family

    Newlyweds’ Financial Guide

    When you said, "I do," you committed to sharing your financial future, and that can take some getting used to. (Hint: The more you communicate, the better.)

  68. markets

    Market Decode: How Bonds Work—and What They Can Do for You

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

  69. work

    So Long, Corporate World. Hello, Start-Up!

    How Heidi and Reid Rasmussen flipped a potentially disastrous layoff into an opportunity to do what they'd always wanted: team up to create a successful company

  70. health

    The Caregiver’s Financial Guide

    Five questions to help you prepare for what may be one of the most important roles of your life

  71. home

    Retiring Abroad? Here's What You Need to Know

    Relocating to another country requires careful planning—financial and otherwise. These 8 questions can help.

  72. finances

    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

  73. family

    Early Adulthood: The Pursuit of Financial Independence

    70% of early adults received financial support from their parents in the last year

  74. 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.

  75. 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.

  76. 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.

  77. markets

    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

  78. 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.

  79. giving

    The Bank of America Charitable Gift Fund

    The Bank of America Charitable Gift Fund (CGF) offers a sophisticated and dynamic way to give to the causes that mean the most to you.

  80. family

    The Financial Journey of Modern Parenting

    Parenting is a rewarding lifetime commitment that takes us on a complex and challenging financial journey. Preparing early on can make all the difference later.

  81. work

    Why It's Not 'Business as Usual' for Women Entrepreneurs

    They overcome financial hurdles to start businesses at a higher rate than men.<a href="#1" title="click here go to footenote one"><sup>1</sup></a> How women do it offers lessons for all aspiring entrepreneurs.

  82. giving

    Should You Give Cash as a Wedding Gift?

    Online registries make it easier than ever to do so --and couples may welcome the financial help.

  83. 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

  84. work

    Can You Afford to Be a Stay-at-Home Parent?

    Here are a few issues to consider&mdash;plus some strategies that could help you manage your finances during your career break

  85. giving

    Millennial Motivation: A Closer Look

  86. 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 that’s increasingly targeting older Americans.

  87. finances

    Beyond Stocks and Bonds

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

  88. leisure

    The Basics Q&A: How Much Can We Spend on Travel in Retirement?

    Traveling is one of the joys of retirement. Here’s how to plan for the added expense without jeopardizing your other retirement goals.

  89. leisure

    Snap Stat: How’s That Vacation Working for You?

  90. home

    Should I Rent or Own?

    It's an important but not always easy decision to make. Our expert looks at three essential questions to ask yourself before deciding which option is right for you.

  91. health

    The Journey of Caregiving

  92. home

    Could Your Home Help Fund Your Retirement?

    Many people live in their most valuable asset.<br>Here’s how your home’s value could help you retire on your terms.

  93. home

    Choosing a Retirement Community: 7 Questions to Ask First

    Whether you're considering a move for yourself or for your parents, it's a crucial decision—and mistakes could be costly

  94. home

    Unlocking the Value of Your Home

  95. 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.

X

You need to answer some questions first

Then we can provide you with relevant answers.

Get started