Whether you are a new or experienced investor, Merrill’s digital tools and expert resources can help you pursue your goals. Disclosures: bit.ly/2HTRIbn
Joined July 2015
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17 Nov 2023
More than 40 million Americans are caring for an elderly parent or loved one (source: NPR). Manage the financial responsibility with help from these tips. Learn more. #NationalCaregiversMonth
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14 Nov 2023
Saving ahead for a big purchase, like a trip abroad, can be a more cost-efficient strategy than buying on credit. Whether it’s a new couch or a down payment, our resources can help guide you. Take a look. bit.ly/3uhwldx
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11 Nov 2023
Today we recognize Veteran's Day and honor the many veterans who have sacrificed so much for our country.
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9 Nov 2023
There’s always something to save for on the horizon. Explore these articles to give your savings an extra push.
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6 Nov 2023
Getting a firm grip on your finances feels great, and it puts you one step closer to your saving and investing goals. Here’s how you can get a handle on debt.
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3 Nov 2023
Social Security was a hot topic last summer when the government narrowly avoided a shutdown. Learn more about the future of this program. 🧵
Merrill does not provide Social Security advice
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3 Nov 2023
What does that mean? While Social Security likely won’t be eliminated, insolvency would mean the trust fund is unable to pay benefits in full or on time. ⬇
Merrill does not provide Social Security advice
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3 Nov 2023
What can retirement planners do to prepare? Consider saving early, investing in tax-advantaged retirement plans and boosting your savings. Get more information here: bit.ly/47e3aWY
Investing involves risk.
Merrill does not provide Social Security advice.
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2 Nov 2023
Caring for a sick or elderly loved one can affect your financial well-being. These resources can help you understand your options and find the right kind of support. #NationalCaregiversMonth bit.ly/47fhYED
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30 Oct 2023
.@BankofAmerica’s multi-year commitment will help raise awareness of the #🟦 as the universal symbol for standing up to all hate. We thank and applaud Bank of America as the leadership and organization works to #StandUpToJewishHate. @BofA_News
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18 Oct 2023
Saving towards retirement has many elements. Here are some things to consider to develop your action plan. #RetirementSecurityWeek. Learn more here: bit.ly/46FtfhJ
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5 Oct 2023
It’s never too late to prepare for life’s “what-ifs” with financial planning. Explore how to be better equipped for the unexpected: bit.ly/48UdVj1
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29 Sep 2023
You’ve always imagined your child or grandchild attending college. But how will you afford it? 🎓💸 Find out how a 529 savings plan could help.
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28 Sep 2023
With talk of a potential government shutdown, all eyes are on Washington. Learn what moves to consider – if any – with insights from Chief Investment Officer Chris Hyzy.
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27 Sep 2023
Once you’ve accumulated wealth, what will you do with it? Philanthropy can be a meaningful part of your lifestyle – and your estate planning. Here’s what to consider.
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25 Sep 2023
Your family will always be your top priority. Here’s how to juggle your many financial goals and prepare for whatever may come. bit.ly/3RyV0ni
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22 Sep 2023
Even if your college student to-be is currently in kindergarten, you can start saving and investing in their future. Compare two education savings plans that help make it easier.
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20 Sep 2023
This year, homeowners are projected to spend an estimated $485 billion on home improvements and repairs. Here’s what to consider before you pick up a sledgehammer. ⚒ bit.ly/45WNmHL
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18 Sep 2023
It’s no secret: college can be expensive. Have you ever wondered how other Americans afford it? These numbers offer a glimpse. bit.ly/48nBvnJ
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