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Find the balance between today’s needs and tomorrow’s goals.
People are living longer. They’re more adventurous. And health care costs are increasing.
See how you can prioritize them.
You’ve explored your goals. Now take a look.
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.
With interest rates edging higher, here are ways you can look for portfolio income, at whatever stage of life you’re in.
Q: Pension income, investments, a 401(k) account: What’s a smart way for me to draw on these sources to meet my retirement needs?
Here are some signs to watch for—and steps you can take to help protect your family
Karin Kimbrough, our head of Investment Strategy, answers your questions
An easy way to find the best time to claim your benefit
Understanding income-producing investments—and how they might behave as interest rates rise—can help guide your search for income.
You can’t control unexpected events in your life and the markets, but these tips can help you limit their impact
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 guidance.
Q: Which is the better way to save for retirement – a traditional IRA or a Roth IRA?
This research reveals some surprising differences—and similarities—between the sexes
Keep your goals on track, no matter what the markets do, by regularly reviewing and adjusting your investment allocations
Moves you can make right now that may help reduce your company’s 2016 tax liability.
Consider making these financial moves to help reduce your tax liability and get you closer to your goals
With market growth a moving target, regular rebalancing can help you stay on track to pursue your investment goals
Your approach to investing could help boost your income. Here are some steps to consider.
A great resource for teaching your family about finances—or brushing up on your own knowledge—the Better Money Habits® website, brought to you by Bank of America, offers free, practical information and tools to help you build financial know-how
Q: My teenage daughter worked as a waitress this summer. Is it too early for her to start investing for retirement?
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
As global health issues come to the forefront, these three areas offer investors a chance to make a difference while pursuing growth
Q: I’m going to graduate from med school with a lot of student-loan debt. How can I make it more manageable?
One of our experts shares his mother’s best advice—and offers some tips for teaching your children the financial basics
Whatever your priorities, this can help you find someone who understands you and has the resources to help you manage your financial life
For many people, the answer is yes – but these strategies could help you minimize the hit on your retirement income