You're using an unsupported version of your browser. Learn more about supported browsers .

Are you ready for 2025? Are you ready for 2025?

Start with our Financial Plan checklist. Start with our Financial Plan checklist.

Get out in front of your goals and align them with the year ahead — with help from your advisor. Get out in front of your goals and align them with the year ahead — with help from your advisor. Are you ready for
2025?
Start with our Financial Plan checklist

Get your checklist

Paying Taxes?

Borrowing from a Loan Management Account® is one option to pay your taxes.

Learn more about the option of borrowing from a Loan Management Account to pay your taxes

Natural Disaster Scams

Know the scams that may follow a natural disaster.

Learn more about natural disaster scams

Market Briefs

Latest insights on inflation, interest rates, volatility and your investments from the Chief Investment Office.

Quick reads

Retirement Solutions for every phase

Explore our digital tools and resources to give you clarity at each step in your retirement planning journey.

Get started with retirement savings

5 ways to help you manage competing financial goals

1. Sort your list

Determine whether your goals are essential, important or aspirational.

See all 5 ways to help you manage competing financial goals

MAP7601870-08042026

INFORMATION FOR:

Corporations & Institutions

Job Seekers

Media & Journalists

Shareholders

DISCOVER MERRILL:

Form CRS & Other Resources

GET IN TOUCH:

CONNECT WITH US

Learn more about our firm's background on FINRA's BrokerCheck FINRA's BrokerCheck.

Investment products offered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, and insurance and annuity products offered through Merrill Lynch Life Agency Inc.:

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

Investing involves risks. 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.

Bank of America, Merrill, their affiliates, and advisors do not provide legal, tax, or accounting advice. Clients should consult their 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 (PDF).

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 Securities Investor Protection (SIPC) popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").

Merrill Lynch Life Agency Inc. ("MLLA") is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

Trust and fiduciary services are provided by Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of BofA Corp.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp.

Patent: patents.bankofamerica.com

(VA12********0V)