Skip to main content

Competing Financial Goals

When real life competes
with your long-term plans
We all face short-term choices with our money, but
they don't have to derail your plans for retirement
How your choices today may impact tomorrow
Watch these videos to help prioritize goals and come up with a solid savings and investing plan
Read the article
The way our brains are programmed could get in the way of long-term savings goals

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.
Don't wait until you have a perfect plan. It doesn't exist.
Matt Gellene
Head of Consumer Banking & Investments Field Advisors and National Performance
Are you on track for retirement?
How Merrill Edge® can help
Plan for retirement
Learn about strategies that can help you along the way.
Explore your investment choices
Build a diversified portfolio from our full range of investments.
Invest with advice when you need it
Pursue your retirement investing goal with a personalized action plan.
Ready to get started?
Call 24 hours a day, 7 days a week