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Your Life Priorities

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

  2. Steps you can take to defend against phishing, smishing and other forms of cyber threats

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

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

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

  6. It’s a big decision—and mistakes could be costly. Here’s what you need to know

  7. Connected or “smart” devices are fun and convenient—but they can gather and transmit sensitive information about your life and family. Here are steps you can take to maintain household security.

  8. 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.

  9. Cyber criminals uncover and target hundreds of new vulnerabilities every minute. Are you prepared?

  10. Consider setting up a virtual private network and these 5 other tips to help thwart cyber criminals.

  11. They overcome financial hurdles to start businesses at a higher rate than men.<a href="#1" title="footnote 1" aria-label="footonote 1"><sup>1</sup></a> How women do it offers lessons for all aspiring entrepreneurs.

  12. Cyber criminals routinely attempt to hold businesses hostage with malware that encrypts data and can freeze an organization’s network. Here’s how you can make it harder for them to succeed.

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

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

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

  16. 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.

  17. 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.

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

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

  20. 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.

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

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

  23. Once you debunk the myths, you’ll see that trusts can provide a variety of powerful financial benefits, especially in uncertain times

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

  25. 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.

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

  27. 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.

  28. 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.

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

  30. 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.

  31. A best-selling author offers tips for managing stress as you juggle today’s many family, work and health concerns

  32. 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.

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

  34. 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.

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

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

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

  38. Ideas and best practices to help you protect your finances and personal information in the current environment.

  39. Ideas to help you protect yourself and your business in the current environment.

  40. If you retire before 65, how can you replace the health insurance coverage you received from your employer? These tips can help you bridge the gap.

  41. 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.

  42. 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.

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

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

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

  46. Creativity and resilience are critical to achieving your goals

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

  48. 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

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

  50. When it comes to putting away money for retirement, a Roth could make more sense for you than a traditional IRA&#8212;or vice versa. Here's what to consider before making a decision.

  51. 5 tips to help you recover more easily from a flood, fire or other natural disaster

  52. Career tips to help you succeed&mdash;and maybe even break some glass ceilings.

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

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

  55. Here's what you may want to do&mdash;and avoid doing&mdash;as you maneuver through an extended decline

  56. 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.

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

  58. 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

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

  60. New rules, designed to make it easier for people to save and invest for a long life, could help you boost your retirement-readiness

  61. 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

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

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

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

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

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

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

  68. A new survey reveals family foundations increasingly focused on social issues

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

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

  71. 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.

  72. 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.

  73. 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.)

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

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

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

  77. 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

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

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

  80. 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.

  81. 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.

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

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

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