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Help along the way

Prioritize your goals, choose your investments, track your progress and reassess periodically.
Wherever you are in the investing cycle, we can help you make more informed investment decisions.

Prioritize your financial goals

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Create your financial plan
Chances are you've got more than one goal competing for your attention. These resources can help you get started:

Prioritize:

Create an emergency fund, save for retirement or a child's education, build up a down payment for a home—when you've got multiple goals, where do you focus? Many investors struggle with the concept of "who gets paid first."
Once you know your priorities, we're here to help you:

Prepare:

We'll help you work towards your top financial goals throughout your investing life, and prepare for common life events related to your home, family, finances and work:
Our planning tools can help you determine how much you'll need:

Budget:

Use these budgeting tips to help you get a handle on your finances and spending. Once you see where you stand, it's easier to find the money to save and invest:

The help you need is right here

Tools, insights and people to help make you a more informed investor.

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Looking for a different approach to investing?
An investment advisory program that combines the best features of online investing with a professionally managed portfolio.Footnote 1
Footnote 1 Please review the applicable Merrill Guided Investing Program Brochure at www.merrilledge.com/guided-investing-program-brochure or Merrill Guided Investing with Advisor Program Brochure at www.ml.com/guided-investing-program-brochure for information including pricing, rebalancing, and the details of the investment advisory program. Your recommended investment strategy will be based solely on the information you provide to us for this specific investment goal and is separate from any other advisory program offered with us. If there are multiple owners on this account, the information you provide should reflect the views and circumstances of all owners on the account. If you are the fiduciary of this account for the benefit of the account owner or account holder (e.g., trustee for a trust or custodian for an UTMA), please keep in mind that these assets will be invested for the benefit of the account owner or account holder. Merrill Guided Investing is offered with and without an advisor. Merrill, Merrill Lynch, and/or Merrill Edge investment advisory programs are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S") and Managed Account Advisors LLC ("MAA") an affiliate of MLPF&S. MLPF&S and MAA are registered investment advisers. Investment adviser registration does not imply a certain level of skill or training.

The Chief Investment Office (CIO) develops the investment strategies for Merrill Guided Investing, including providing its recommendations of ETFs, mutual funds, and related asset allocations. Managed Account Advisors LLC (MAA), Merrill's affiliate, is the overlay portfolio manager responsible for implementing the Merrill Guided Investing strategies for client accounts, including facilitating the purchase & sale of ETFs and mutual funds in client accounts and updating account asset allocations when the CIO's recommendations change while also implementing any applicable individual client or firm restriction(s).
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