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Make retirement your own

You don't see retirement the way your parents did. Neither do we. Discover our new, more personalized approach to helping you live a better financial life in the years ahead.

What are your priorities?

You might say that one of your financial goals is helping a grandchild with college tuition. Or giving to a favorite cause. Maybe you dream of traveling the world. Whatever your priorities, we’re here to help....

It’s time for a new conversation about retirement because now people are saying that they’re interested in very personal things.

Planning for retirement doesn't end when you retire

There are many questions that come before and during retirement, like: How can I help my mother with her long term care needs? Should I consider relocating closer to my kids? Could I start my own business? Our new approach can help.

Explore Your Life Priorities

88 percentage would like to have financial peace of mind. 12 percentage would like to accumulate as much wealth as possible.
*From Americans’ Perspectives on New Retirement Realities and the Longevity Bonus, conducted in partnership with Age Wave, May 2013.

Explore your goals

This is all about you, from what you hope to achieve to what keeps you up at night. Prioritize what’s important with this interactive experience.

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What's your investment personality?

Discover your attitudes toward investing and your goals with these four questions.

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An ongoing conversation

Your financial advisor is here to help you consider all your priorities and maybe even uncover a few new ones.

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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.  

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

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Investment, insurance and annuity products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity
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