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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.

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

Make the most of tax advantages

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

Make the most of tax advantages

Monitor your portfolio

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

Monitor your portfolio

Insure your life, health & belongings

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

Insure your life, health & belongings

Wills, advance directives and more: Document your wishes

The key decisions you can make today to help ensure that your final wishes are followed.
Life events
Prepare for common events related to this stage of your life, like:
Ready to get started?
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.