Competing Financial Goals

How to save for retirement
when other goals compete
Insights and ideas to help you juggle your
short- and long-term financial goals
Ideas to take control of competing financial priorities
When you're juggling a number of saving and investing goals, how do you decide what to do first? These tips can help you focus on what's most important to you.
Read the article
Michael Liersch, Head of Behavioral Finance, Merrill Lynch, talks about how to overcome barriers to making good choices for retirement saving and investing.

More insights to help you balance competing goals

Are you saving enough?
Strategies to help you figure out how much you may need, plus ideas and tools to help you close any gaps.
Invest for your priorities
Resources, tools & solutions to help you invest for what matters most to you.
Retirement saving and investing should remain a top priority throughout your life because you can't borrow for retirement as you can for other things.
Matt Gellene
National Sales Performance Executive for Financial Center Sales & Merrill Edge®
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