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Bank of America logo next to Merrill logo
health, wellness & longevity

Uncover financial insights and expertise for business and life

 

Health, wellness and longevity impact how professionals live and lead. From financial planning to business strategies, explore perspectives from Bank of America Global Commercial Banking and Merrill to help you address your total financial wellbeing.
BANK OF AMERICA INSTITUTE

Wellness Series

 

Bank of America Institute’s Wellness series examines how pervasive technology use is reshaping physical, mental and social health — while creating a growing need for multidimensional wellness solutions. It outlines how a rapidly expanding multi‑trillion‑dollar wellness economy, spanning social connection, self‑care and emerging health technologies, is transforming how people prioritize wellbeing in a tech‑driven world.

 

Part 1: The rise of the wellness economy

Part 2: Fostering social connection

Part 3: Tech for mental health

Part 4: Self-care's expanding footprint

Part 5: Lost in the scroll
working together

Power your journey to an enduring financial future

 

Together, Bank of America Global Commercial Banking and Merrill help business leaders, their employees and their families navigate the complexities of health, wellness and longevity planning.
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learn & plan

Stay ahead of future financial decisions

 

Explore our latest workforce insights, in-depth research and longevity planning strategies to prepare for what's next and shape the next chapter in your personal and professional journey.
health & wellness

Employee financial wellness in America

Against a backdrop of inflation and economic uncertainty, employees are stressed about their finances. Read key findings from our 2025 Employee Financial Wellness report to gain a greater understanding of employee behaviors and financial needs toward workplace benefit program development.

 

Provided by Bank of America
longevity planning

Workforce 2030: Adapting to the Age of Unretirement

Baby boomers are rapidly approaching the “peak 65” traditional retirement age. Read our exclusive report to prepare for the implications of this impending workforce transformation and the biggest wave of retirements in history.

 

Provided by Bank of America
health & wellness

Workplace benefits report: Shining a light on employee wellness in uncertain times

The findings from our 2025 Workplace Benefits Report provide perspective on today’s issues and trends, and guides our work with employers in establishing more relevant, meaningful and inclusive financial wellness programs.

 

Provided by Bank of America
retirement planning

3 steps to help your money last in retirement

Will your money last the rest of your life? For 45% of Americans, the answer is no. Read this article to learn three critical factors that can make a big difference in how long your savings will support you.

 

Provided by Merrill
family & caregiving

Caregivers financial guide

It’s never too early to prepare for the financial challenges of caregiving. In this article, you’ll get the answers to five questions that can help you prepare for one of the most important roles of your life.

 

Provided by Merrill
family & caregiving

Feeling the ‘sandwich generation’ squeeze? Here’s help

Explore a host of tips, strategies and steps for dealing with the financial and emotional stress of caring for aging parents while also raising a family of your own.

 

Provided by Merrill
longevity planning

Lengthening longevity

Explore key findings from our Breakthrough Technology Dialogue on the medical, technological and therapeutic advances in longevity science that are re-framing what it means to age.

 

Provided by Bank of America
retirement planning

Lifetime income

Annuities can help provide extra income to support the retirement lifestyle you envision. Download this informative brief containing five annuity income strategies to consider in your long-term financial planning.

 

Provided by Merrill
retirement planning

Living your best life

From healthcare costs to income generation, the journey to retirement presents many challenges. Download our fact-filled roadmap to retirement success to review key considerations and discover resources to help you more effectively plan for tomorrow.

 

Provided by Merrill
longevity planning

Preparing for longevity checklist

Retirement can be broken down into several stages, each with its own priorities, costs and considerations. Download this robust checklist with strategies, tips and action items for every stage of your retirement journey.

 

Provided by Merrill
CONNECT WITH BANK OF AMERICA GLOBAL COMMERCIAL BANKING AND MERRILL

Take the next step in your longevity planning

 

Health, wellness and longevity trends have implications for your business, your family and your future. Explore how clients are approaching this increasingly vital area of financial planning.
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Help your business grow and prosper

 

Learn how our connected Global Commercial Banking teams can help you uncover opportunities, drive growth and create a culture of health and wellness within your company.

 
Explore our capabilities
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Get personalized longevity planning guidance

 

Talk one-on-one with a Merrill advisor to learn how many of our clients are adapting their financial strategies for longer lifespans and long-term wellness.

 
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