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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.
Market swings can be unnerving, but they shouldn’t distract you from staying focused on your financial goals. We spoke with Mary Ann Bartels, head of Merrill Lynch Wealth Management Portfolio Strategy, for her insights.
Even if you’re juggling other financial goals, there are steps you can take to help you get back on track
Q: My teenage daughter worked as a waitress this summer. Is it too early for her to start investing for retirement?
Understanding income-producing investments—and how they might behave as interest rates rise—can help guide your search for income
Moves you can make right now that may help reduce your company’s 2017 tax liability
Consider making these financial moves to help reduce your tax liability and get you closer to your goals
With more eligible expenses and greater flexibility, 529 college savings plans work harder for you
Q: I’m going to graduate from med school with a lot of student-loan debt. How can I make it more manageable?
Q: I just opened a 529 college savings account for my daughter. How can I use it?
You can’t control unexpected events in your life and the markets, but these tips can help you limit their impact
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
An easy way to find the best time to claim your benefit
Q: Which is the better way to save for retirement – a traditional IRA or a Roth IRA?
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
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