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Your Life Priorities
What’s important to you?

You have priorities and we have the insights you need to keep them front and center.

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- Finances
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Step 1 of 5

After you answer a few, simple questions, we will provide you with a personalized set of resources. This will also be helpful when starting a conversation with an advisor.

What keeps you up at night?Select the statements that apply to you.

What keeps you
up at night?

Select the statements that apply to you.

Saving enough for retirement.

How long I need to work.

Providing for my family.

Being able to afford rising healthcare costs.

Next question

Step 2 of 5

What are some of your goals for the future?Select the statements that apply to you.

What are some of your goals for the future?

Select the statements that apply to you.

Start a small business of my own.

Help a child or grandchild with college tuition.

Support a charity that’s near to my heart.

Travel more often, visiting new cities and places.

Back Back a step

Next question

Step 3 of 5

Why are we asking these questions?

The statements you selected help you uncover what’s most important to you, from among seven key life priorities. This insight can help an advisor work with you to achieve your goals.

Seven life priorities

Finances

Bringing it all together and defining your financial goals.

Home

Upsizing, downsizing or buying a vacation home.

Health

Managing healthcare expenses, now and in the future.

Family

Taking care of your family and other people in your life.

Leisure

Spending your free time in ways that are meaningful to you.

Giving

Volunteering, mentoring others and giving to charities.

Work

Working in retirement, selling a business or starting a new one.

Back Back a step

Your answers

Step 4 of 5

Getting you the right resources

Based on your responses, we selected the highlighted priorities. Feel free to click on others that are important to you, or remove those that aren't.

Dive deeper and we’ll provide resources, articles and videos selected just for you.

Finances

Home

Health

Family

Leisure

Giving

Work

Back Back a step

Tell us more

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Finally, tell us about your goals

Now that you've selected your priorities, tell us a little about your goals below.

Or, to view general results, click here.

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In order of priority

Based on your selections, it seems like this is the order of your priorities. Please adjust as you see fit.

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Due to COVID-19 and its impact on the current environment, the United States Postal Service is unable to deliver mail to certain foreign countries¹. As a result, Merrill will be delaying mailings to impacted clients. Click here for additional details.

¹ As of July 27, 2020, the United States Postal Service is unable to deliver mail to the following twenty-three (23) countries: Bermuda, Bolivia, Botswana, Brunei, Cayman Islands, Costa Rica, Cuba, Dominican Republic, Ecuador, Fiji, French Polynesia, Guatemala, Haiti, Honduras, Iraq, Libya, Mauritius, Nepal, Panama, Papua New Guinea, South Africa, Venezuela and Yemen.

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Investing involves risk. There is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary.

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