Goal management Big or small, common or unique—pursuing your goals takes some planning
Bank of America and Merrill can provide you with resources to help you pursue your goals, even as they change over time.
Set financial goals Prioritize your future
Putting your future at the forefront starts with taking stock of all you want to achieve. Next, prioritize what matters most*. Then turn your goals into actions with Bank of America Life Plan®1.
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Good financial decisions take teamwork
Having an advisor can help you put your plans into action. With Merrill, you can get one-on-one guidance from someone who gets to know you and understands your financial needs.
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Plan for college A prerequisite for saving
A preparation tool like Merrill Edge’s College Planning Calculator can help you get a sense of how much you can affordably put aside.
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Plans that put you ahead
Merrill can help you navigate your choices when it comes to paying for college. Whether you’re making monthly deposits or high contributions, Merrill tax-advantaged accounts can help.
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PLAN FOR RETIREMENT Retire your way
It’s never too late—or too early—to start figuring out your retirement finances. How much do you need to retire? The Merrill® Personal Retirement Calculator can help you see if you’re on track.
Read more at MerrillEdge.com
You can do a lot in retirement. Start by planning ahead.
Merrill Edge has the tools and resources to help no matter where you are on your retirement journey.
