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  1. Four Reasons to Use a Trust
    finances

    Four Reasons to Use a Trust

    Andy Friedman of The Washington Update discusses how trusts can help you provide for the people and causes you care most about—whatever your net worth

  2. Investing in a Healthier World
    people

    Investing in a Healthier World

    As global health issues come to the forefront, these three areas offer investors a chance to make a difference while pursuing growth

  3. Are You Ready to Live to 100? Ways to Help You Get (Financially) Fit
    finances

    Are You Ready to Live to 100? Ways to Help You Get (Financially) Fit

  4. What My Mom Taught Me About Money
    finances

    What My Mom Taught Me About Money

    One of our experts shares his mother’s best advice—and offers some tips for teaching your children the financial basics

  5. It’s Never Too Early to Think About Next Year’s Tax Bill
    finances

    It’s Never Too Early to Think About Next Year’s Tax Bill

    The following useful tax breaks were made permanent or extended this year. If you missed them for 2015, start planning now for next April.

  6. Checklist: 9 Questions Every Advisor Should Be Able to Answer
    finances

    Checklist: 9 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

  7. Social Security Update: New Rules for Claiming Benefits
    finances

    Social Security Update: New Rules for Claiming Benefits

    With two useful strategies taken off the table, many couples may have to rethink how they plan for their retirement income

  8. Women Power
    people

    Women Power

    Their growing clout—as entrepreneurs, executives and consumers—is changing how companies do business and spurring economic growth around the world

  9. The Basics Q&A: Will This Small Biz Owner Be Ready for Retirement?
    finances

    The Basics Q&A: Will This Small Biz Owner Be Ready for Retirement?

    Q: As a small business owner, I'm having trouble saving for retirement and I'm relying on my husband's retirement plan. What other options do I have?

  10. Technology—With a Human Touch
    finances

    Technology—With a Human Touch

    Our chief information officer discusses some high-tech innovations to help you simplify your financial life and better connect you with your financial advisor

  11. The Need for Yield Isn’t Changing—But Ways to Find It Are
    finances

    The Need for Yield Isn’t Changing—But Ways to Find It Are

    Now that rates are edging higher, here are ways you can look for portfolio income, at whatever stage of life you’re in.

  12. Investing in Social Change
    finances

    Investing in Social Change

    An innovative new Merrill Lynch portfolio makes social impact investing easier to implement and measure

  13. Stocks or Bonds: What Happens When Rates Rise?
    finances

    Stocks or Bonds: What Happens When Rates Rise?

    Understanding income-producing investments—and how they might behave as interest rates rise—can help guide your search for income.

  14. Dealing With the Market's Latest Roller Coaster Ride
    finances

    Dealing With the Market's Latest Roller Coaster Ride

    How should you respond when the markets throw you for a loop? With volatility expected to continue through year-end, we asked Michael Liersch, Merrill Lynch's head of behavioral finance, for his best advice.

  15. Taxes and Your Social Security
    finances

    Taxes and Your Social Security

    Your benefits may be taxed. But a little up-front planning today may minimize the hit tomorrow.

  16. The Day
    finances

    The Day "Love Won"—and LGBT Finances Changed Forever

    What the Supreme Court’s historic marriage-equality ruling does—and doesn’t—mean for same-sex couples

  17. The Basics Q&A: 3 Smart Tips for Young Investors
    finances

    The Basics Q&A: 3 Smart Tips for Young Investors

    The markets and investing can seem complicated at first. Use these strategies to better understand your goals for your money and how you can pursue them.

  18. 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?

  19. What’s Your Investment Personality?
    finances

    What’s Your Investment Personality?

    Answering these questions can help you and your advisor create a customized strategy for pursuing all of your retirement goals

  20. The Basics Q&A: Saving for College
    finances

    The Basics Q&A: Saving for College

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

  21. Women and Investing
    finances

    Women and Investing

    Men and women aren't all that different—at least when it comes to their financial lives—says Merrill Lynch's head of Behavioral Finance

  22. Social Security: Aiming for Smarter Payments
    finances

    Social Security: Aiming for Smarter Payments

    Delaying your benefits as long as you can could give you greater income for life. Can you afford to wait? Here’s how to determine the timing that’s right for you.

  23. The Basics Q&A: Planning for the Future
    finances

    The Basics Q&A: Planning for the Future

    Q: How can I prepare for retirement if I don't know what my expenses will be?

  24. The Basics Q&A: Income That Measures Up
    finances

    The Basics Q&A: Income That Measures Up

    Q: Pension income, investments, a 401(k) account, Social Security: What's the smartest way for me to use these sources to meet my retirement needs?

  25. Snap Stat: Inflation's Big Bite
    finances

    Snap Stat: Inflation's Big Bite

  26. 5 End-of-Year Tax Tips for Small Business Owners
    finances

    5 End-of-Year Tax Tips for Small Business Owners

    Moves you can make right now that may help reduce your company’s 2015 tax liability

  27. 6 Year-End Tax Tips That Could Save You Money
    finances

    6 Year-End Tax Tips That Could Save You Money

    Consider making these moves now to help reduce your 2015 taxes.

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