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  1. 7 Money-Saving Tips for Holiday Shopping
    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.

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

  3. 3 Generations, 1 Great Vacation
    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.

  4. Picking the Best Health Care Coverage for Your Family
    health

    Picking the Best Health Care Coverage for Your Family

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

  5. 6 Tips for Raising Generous Kids
    giving

    6 Tips for Raising Generous Kids

    Easy ways to teach important lessons about the value of money

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

  7. 6 Tax Tips for Small Business Owners
    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

  8. Philanthropy in 2019: Responding to Tax Reform
    giving

    Philanthropy in 2019: Responding to Tax Reform

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

  9. Volunteer Vacations: Give Back While Getting Away
    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.

  10. 2 Times You Should Never Tap into Your Home Equity
    home

    2 Times You Should Never Tap into Your Home Equity

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

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

  12. Be Cyber-Secure: Beware These Business Email Scams
    finances

    Be Cyber-Secure: Beware These Business Email Scams

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

  13. Be Cyber-Secure: Do’s and Don’ts for Your Family
    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

  14. Be Cyber-Secure: Ways to Protect Your Business and Your Customers
    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?

  15. Widowhood: The Loss Couples Rarely Plan for—and Should
    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.

  16. The Basics Q&A:
    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?

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

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

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

    Think about these financial issues before walking down the aisle again

  19. Merrill Perspectives Podcast
    finances

    Merrill Perspectives Podcast

  20. Online College Degrees: Are They Worth the Money?
    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.

  21. 4 Ways to Invest in Women’s Equality
    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

  22. Same-Sex Marriage: The Financial Benefits
    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

  23. 8 Tax Tips That Could Save You Money This Year
    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

  24. Are You Ready to Buy a Home?
    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

  25. Checklist: 7 Things Every Alzheimer’s Caregiver Should Know
    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.

  26. How to Calculate Your Home Equity—and Why It Matters
    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.

  27. How Your Home Can Help You 'Renovate' Your Finances
    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.

  28. 4 Big Retirement Risks—and How to Prepare for Them
    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

  29. Health Perks at Work
    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.

  30. Market Decode: Is Impact Investing Right for You?
    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

  31. Do You Have a Retirement <BR> Spending Plan?
    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.

  32. Dealing with Volatility: What You Need to Know Now
    markets

    Dealing with Volatility: What You Need to Know Now

    Timely insights to help you manage risk when markets shift

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

  34. Can a Marriage of (Financial) Opposites Last?
    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.

  35. The Things They Never Tell First-time Parents
    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.

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

  37. 5 Top Encore Careers—and Ways to Pay for the Retraining You May Need
    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.

  38. 3 Ways Trusts Can Protect Your Family
    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

  39. Health Savings Accounts Explained
    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

  40. Are You the 'Family Bank'?
    family

    Are You the 'Family Bank'?

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

  41. Renovate Your Home Without Wrecking Your Budget
    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

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

  43. Your Guide to Medicare: 5 Key Questions Answered
    health

    Your Guide to Medicare: 5 Key Questions Answered

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

  44. Financial Etiquette: Who Pays for What on Vacation?
    leisure

    Financial Etiquette: Who Pays for What on Vacation?

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

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

  46. Will Your Social Security Benefits Be Taxed?
    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

  47. Newlyweds’ Financial-Planning Guide
    family

    Newlyweds’ Financial-Planning 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.)

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

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

  50. The Caregiver’s Financial Guide
    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

  51. Retiring Abroad? Here's What You Need to Know
    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.

  52. What’s the Best Financial Advice Your Mom Ever Gave You?
    family

    What’s the Best Financial Advice Your Mom Ever Gave You?

    Hear what others had to say in this video celebrating mothers everywhere

  53. Investing for Income—Not Just Growth
    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

  54. How to Maintain Your Balance in an Up-and-Down Market
    finances

    How to Maintain Your Balance in an Up-and-Down Market

    These 3 tips can help you tune out the noise and stay focused on your goals, says this behavioral finance expert

  55. Early Adulthood: The Pursuit of Financial Independence
    family

    Early Adulthood: The Pursuit of Financial Independence

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

  56. Invest in Yourself: See our financial tips, resources (and inspiration) for women
    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.

  57. Smart Ways to Pay Back Your Student Loan
    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.

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

  59. The Best Retirement Advice? Be Flexible
    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.

  60. Smart Ways to Transfer the Family Business
    giving

    Smart Ways to Transfer the Family Business

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

  61. What Can an Advisor Do for Me?
    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.

  62. 5 Top Reasons People Turn to an Advisor (And Why You Shouldn’t Wait)
    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 prepare for your financial goals and any unexpected challenges that may come your way.

  63. The Bulletin
    finances

    The Bulletin

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

  64. Investor Ed: Two Ways to Rebalance Your Portfolio
    markets

    Investor Ed: Two Ways to Rebalance Your Portfolio

    Regularly reviewing and adjusting your investment allocations is a must in today’s markets. Here’s a guide to getting started.

  65. Market Decode:  Balancing Risk and Reward with Asset Allocation
    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

  66. What Should You Do When the Markets Get Volatile?
    finances

    What Should 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, head of CIO Portfolio Strategy, Bank of America Global Wealth and Investment Management, for his insights.

  67. How Do You Want to Be Remembered?<br>
    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

  68. The Basics Q&A: Staying Covered Until Medicare Kicks In
    health

    The Basics Q&A: Staying Covered Until Medicare Kicks In

    Q: If I retire before I’m eligible for Medicare, how can I replace the health insurance coverage I received from my employer?

  69. 2018 U.S. Trust Study of High Net Worth Philanthropy<sup>1</sup>
    giving

    2018 U.S. Trust Study of High Net Worth Philanthropy1

    Conducted in partnership with the Indiana University Lilly Family School of Philanthropy

  70. Empty Nesters: Move or Stay Put?
    home

    Empty Nesters: Move or Stay Put?

    Do your homework before deciding where to live in retirement. These tips can help.

  71. Digital Defense: Keeping Your Family Safe Online
    family

    Digital Defense: Keeping Your Family Safe Online

    As our lives become more and more digital, families face increasing threats of cybercrime. Here are some ways to secure your online activities and avoid becoming a victim.

  72. Save More for Retirement with These 5 Tips
    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.

  73. The Basics Q & A: Taxes and Your IRA
    finances

    The Basics Q & A: Taxes and Your IRA

    Q: Which is the better way to save for retirement - a traditional IRA or a Roth IRA?

  74. Market Decode: Volatility Is Not a Roller Coaster. Here's Why.
    markets

    Market Decode: Volatility Is Not a Roller Coaster. Here's Why.

    While volatility is often compared to the iconic carnival ride, there are some important differences. Here’s what you need to know.

  75. The Bank of America Charitable Gift Fund
    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.

  76. The Financial Journey of Modern Parenting
    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.

  77. Why It's Not 'Business as Usual' for Women Entrepreneurs
    work

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

    They overcome financial hurdles to start businesses at a higher rate than men. How women do it offers lessons for all aspiring entrepreneurs.

  78. Retire Ready—or Not?
    finances

    Retire Ready—or Not?

    Enjoy these cartoons—then click through to articles that can help you get better prepared for retirement, financially and otherwise.

  79. 7 Key Retirement Dates You Won't Want to Miss
    finances

    7 Key Retirement Dates You Won't Want to Miss

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

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

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

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

  81. The Basics Q&A: Paying Off Grad School Debt
    finances

    The Basics Q&A: Paying Off Grad School Debt

    Q: I’m going to graduate from med school with a lot of student loan debt. How can I make it more manageable?

  82. Millennial Motivation: A Closer Look
    giving

    Millennial Motivation: A Closer Look

  83. 6 Classic Elder Fraud Scams—and How You Can Help Prevent Them
    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.

  84. Beyond Stocks and Bonds
    finances

    Beyond Stocks and Bonds

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

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

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

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

  87. 5 Easy Steps to Downsize Your Stuff
    home

    5 Easy Steps to Downsize Your Stuff

    Moving or decluttering? This checklist can help you decide what to keep, sell or give away.

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

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

  89. Should I Rent or Own?
    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.

  90. The Journey of Caregiving
    health

    The Journey of Caregiving

  91. Could Your Home Help Fund Your Retirement?
    home

    Could Your Home Help Fund Your Retirement?

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

  92. Choosing a Retirement Community: 7 Questions to Ask First
    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

  93. Unlocking the Value of Your Home
    home

    Unlocking the Value of Your Home

  94. Why Make Your Heirs Wait?
    giving

    Why Make Your Heirs Wait?

    Giving your children their inheritance now, instead of passing it on in a will, can be very satisfying. Here are some things to consider before fast-tracking your legacy.

  95. Checklist: 7 Questions Every Advisor Should Be Able to Answer
    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

  96. Social Security: Aiming for Smarter Payments
    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.

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