Building Wealth

Document your estate plansRemember to pay yourself firstInsure your belongingsCreate your savings planMaintain a balanced portfolioDiscover the benefits of tax advantaged accounts
You've hit your earning prime and that can mean competing financial goals: retirement, your kids' education, even splurges like a boat or other large purchase. These rules of thumb can help you focus.
1

Who gets paid first? Prioritize your savings

Pay yourself first and save for retirement, pay down debt or take on other financial goals? We'll help you find a balance.

Pay yourself first
2

Make the most of tax advantages

Tax-friendly investment accounts like 401(k)s, IRAs and 529 college savings plans are powerful financial tools that could help you pursue your long-term investing goals.

Make the most of tax advantages
3

Monitor your portfolio

Keep track of your investments and make sure they align with your financial goals and changing market conditions.

Monitor your portfolio
4

Insure your life, health & belongings

Make sure you're ready for the unexpected by having enough insurance coverage.

Insure your life, health & belongings
5

Wills, advance directives and more: Document your wishes

The key decisions you can make today to help ensure that your final wishes are followed.

Wills, advance directives & more
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Life events
Prepare for common events related to this stage of your life, like:
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Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

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