Life Events

 

Life happens.
Will you be ready?

 

Throughout your investing life, you're going to experience life events—some planned, some not—that will affect your finances. We're here to help you prepare for those critical times of financial change.

Home

Buying, selling, upsizing, downsizing: If a move is in your future,
give your finances some extra consideration.

Family

Take a fresh look at financial strategies when your family status changes.

Work

Changes in your work life can affect your income and how you invest. Get tips for making the most of the transition.

Health

Learn ways to manage planned and unexpected medical expenses.

Giving

Whatever your passion, you can help make a difference in the lives of others.

Leisure

Make the most of your downtime—without jeopardizing your financial security.
Ready to get started?
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This material should be regarded as educational information on healthcare considerations and is not intended to provide specific healthcare advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

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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