The goals that
matter most to you

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  • Be Cyber-Secure: Hone Your Password-Writing Skills with This Quiz

    Use these tips to help you keep your financial (and other) online accounts safe.

  • Social Media and Your Family

    Creating rules for online behavior that align with your family’s values may help all of you make safe and appropriate choices.

  • Market Updates

    Your resource for the latest thinking from our experts on the markets and economy in the coming year and beyond

  • Recreational Real Estate

    Financing a very personal investment

  • "Reward Yourself" and Other Productivity Life Hacks

    Authors Laura Vanderkam and Jenny Evans share ideas, rooted in scientific research, to help you manage stress and be more productive on and off the job.

  • 4 Quick Tips to Help You Succeed

    From juggling family and career to managing stress and making a difference, these videos offer ideas you can put into action right now

  • Exercise Your Power of Resilience

    It’s a skill you can cultivate to help you overcome challenges. Here’s how to get started.

  • Divorce in Mid-Life: Fresh Starts, New Financial Challenges for Women

    When a marriage ends, women often see a larger drop in income than men. Consider these key points as you make decisions about splitting your finances as well as your lives.

  • Customized Yacht Financing

    Financing a Special and Unique Asset

  • Digital Defense: Keeping your family safe online

    As our lives become more and more digital, families face increasing threats from cyber crime. Here are some ways to secure your online activities and avoid becoming a victim.

  1 - 10 of 78 results

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• 1 - 10 of 24 results

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  • Social Media and Your Family

    Creating rules for online behavior that align with your family’s values may help all of you make safe and appropriate choices.

  • Exercise Your Power of Resilience

    It’s a skill you can cultivate to help you overcome challenges. Here’s how to get started.

  • Divorce in Mid-Life: Fresh Starts, New Financial Challenges for Women

    When a marriage ends, women often see a larger drop in income than men. Consider these key points as you make decisions about splitting your finances as well as your lives.

  • Digital Defense: Keeping your family safe online

    As our lives become more and more digital, families face increasing threats from cyber crime. Here are some ways to secure your online activities and avoid becoming a victim.

  • Resilience of 100-Year Family Enterprises

    How opportunistic innovation, business discipline, and a culture of stewardship guide the journey across generations

  • Spending Well: How thinking like a CEO can change your financial life

    Considerations for decision-making about expenditures
    Doug and Miranda¹ have achieved substantial financial success, yet they both feel uneasy. Before retirement, Doug served as an executive in a large technology company, and Miranda was a successful entrepreneur who sold her business.

  • Tying a Better Knot

    As a child’s spouse is welcomed into a successful family, these steps may help pave the way for the new marriage to be a happy one—and lessen the impact if it’s not.

  • Is There Love in Money? How Families Put Wealth Into Perspective

    The way individuals and families perceive their wealth has a profound impact on how money is valued and used.

  • Lessons In Governance

    Understanding how families build their capacity to make informed, effective decisions that can help guide the successful transfer and sustainability of wealth across generations.

  • Helping Children Reach Financial Maturity

    While there’s no recipe for raising a happy and well-adjusted child, when it comes to money, a handful of key principles and innovative approaches can help.

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• 11 - 20 of 30 results

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  • Be Cyber-Secure: Do’s and Don’ts for Your Family

    Consider setting up a virtual private network and 5 other tips to help thwart cyber criminals

  • How to Maintain Your Balance in an Up-and-Down Market

    These 3 tips can help you tune out the noise and stay focused on your goals, says this behavioral finance expert

  • What We All Can Learn from Women Investors

    Compare your investing style with these insights.

  • A guide for navigating newly created wealth

    Finding your way in the land of wealth

  • The Family Business Loan: What Do You Do When Your Children Ask for Money to Start a Business?

    By Matthew Wesley, Director, Center for Family Wealth Dynamics and Governance®and Michael Duffy, Director, Strategic Wealth Advisory Group at Merrill Lynch.

  • Merrill Perspectives Podcast

    Conversations on the big stories, news and trends affecting your everyday financial life

  • Market Decode: Is Impact Investing Right for You?

    Discover how you can combine a desire to have a positive impact on the world with investing for your future

  • Dealing with Volatility: What You Need to Know Now

    Timely insights to help you manage risk when markets shift

  • How do families make effective wealth decisions?

    Defining the purpose, process and perspective of family wealth

  • Market Decode: How Bonds Work—and What They Can Do for You

    Watch this video to get the basics on this key ingredient in a well-diversified portfolio

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• • The Philanthropic Journey

    For many business owners, success and giving back go hand-in-hand.

  • The Bank of America Charitable Gift Fund

    The Bank of America Charitable Gift Fund (CGF) offers a sophisticatedand dynamic way to give to the causes that mean the most to you.

  • Philanthropy in 2019: Responding to Tax Reform

    As charities assess the impact of recent tax legislation, donors may find new ways to give

  • Keep the Joy of Giving Alive Year-Round with a Donor-Advised Fund

    Donor-advised funds are "a one-stop shop" for managing your charitable giving, offering convenience, flexibility and tax advantages.

  • Impact rising The power and impact of women in philanthropy

    Insights from the 2018 U.S. Trust® Study of High Net Worth Philanthropy

  • Case Study: Donor-Advised Funds

  • 2018 U.S. Trust Study of High Net Worth Philanthropy¹

    Conducted in partnership with the Indiana University Lilly Family School of Philanthropy

  • Charitable vehicles comparison

    Donor-advised fund or private foundation

  • Why Make Your Heirs Wait?

    Giving your children their inheritance now, instead of passing it on in a will, can be very satisfying. Here are some things to consider before fast-tracking your legacy.

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• • Aging and Your Wealth

    Many families delay difficult discussions until a health crisis hits. But with life expectancy on the rise and the cost of long-term care steadily increasing, the time to start the conversation may be now.

  • 7 Things Every Alzheimer’s Caregiver Should Know

    Use these tips to help you keep your loved ones safe as you manage the financial aspects of caregiving.

  • Older adults and driving safety

    Driving is one of the most important sources of independence for older adults. As we age, our driving ability changes and eventually diminishes. This article describes how to create an ongoing partnership with elder family members in order to keep them safe on the road, keep their driving skills as sharp as possible and help them make the decision to stop driving at the appropriate time.

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• • Your Family, Your Vacation Home

    Second homes speak to what many families value most. They’re a place to gather, spend time together and build memories. And keeping them in the family over generations requires planning, attention to detail and work.

  • 5 Easy Steps to Downsize Your Stuff

    Moving or decluttering? This checklist can help you decide what to keep, sell or give away.

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• • Your Family, Your Vacation Home

    Second homes speak to what many families value most. They’re a place to gather, spend time together and build memories. And keeping them in the family over generations requires planning, attention to detail and work.

  • 3 Generations, 1 Great Vacation

    Traveling with family can bring you all closer together. Use these questions to help you plan a memorable getaway without breaking the bank.

  • 5 Top Travel Destinations—and How to Enjoy Them for Less

    Whether you're craving art, adventure or a place to fall in love all over again, these tips can help you plan a more affordable journey.

  • Financial Etiquette: Who Pays for What on Vacation?

    These 3 tips can help you avoid misunderstandings when traveling with family or friends

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• 1 - 10 of 19 results

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  • Recreational Real Estate

    Financing a very personal investment

  • "Reward Yourself" and Other Productivity Life Hacks

    Authors Laura Vanderkam and Jenny Evans share ideas, rooted in scientific research, to help you manage stress and be more productive on and off the job.

  • Customized Yacht Financing

    Financing a Special and Unique Asset

  • Be Cyber-Secure: Beware These Business Email Scams

    Steps you can take to defend against phishing, smishing and other forms of cyber attack

  • Will You Be Prepared to Cover the Costs of Long Term Care?

    Medicare often falls short when it comes to covering these costs. Here are some ways to plan ahead.

  • Getting Ready to Sell Your Company Stock?

    Diversifying your equity holdings in your company comes with a host of potential regulatory and investor perception pitfalls. A structured framework in the form of a Rule 10b5-1 Trading Plan could help smooth the way.

  • The Philanthropic Journey

    For many business owners, success and giving back go hand-in-hand.

  • Resilience of 100-Year Family Enterprises

    How opportunistic innovation, business discipline, and a culture of stewardship guide the journey across generations

  • Why It’s Not ‘Business as Usual’ for Women Entrepreneurs

    They overcome financial hurdles to start businesses at a higher rate than men.¹ How women do it offers lessons for all aspiring entrepreneurs.

  • Navigating your sale

    How to chart your course and pick your crew after you decide to sell your business.

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