Skip to main content


Life changes. Be ready for whatever the future holds.

Take care of yourself and your loved ones

Learn ways to balance family priorities with your own financial goals.

Kids are costly — Plan ahead so you can give them what they need

Use these tips to balance your children and personal financial security.

How to set a budget and stick to it

A budget can help you keep spending in line and reach your goals.

Cash Flow Calculator

Use this tool to estimate your current net monthly cash flow.

529 plan benefits you may not be aware of when saving for college

These benefits could help you manage your family's education costs.

Tips for when family members ask you for money

Five things to consider when you're asked for financial help.

Engaged? How well do you know each others finances?

Marriage is more than a romantic union; it's also a financial one.

Tips for a financially happy marriage

An open dialogue can help you save, invest and plan together.
Watch this video to learn tips on how to manage money with a partner.

Teaching your children financial responsibility

Help your young children benefit from your experience.

The things they never tell first-time parents

Three really important financial moves every new parent should consider.

Passing on assets to heirs checklist

A checklist to help you make the planning process efficient and effective.

Getting ready to get married checklist

Tips for building a strong financial union.

Widowhood: The loss couples rarely plan for — and should

Steps you can take to be financially prepared for the decision-making and reduced income you may someday face.

How to balance family savings priorities

Learn how to plan and prioritize so you can save for your family's short- and long-term goals.

Find the money to invest

See how small changes in your spending could accumulate over time.
Ready to get started?
Call 24 hours a day, 7 days a week
Invest with advice when you need it
Invest with a licensed Merrill Financial
Solutions Advisor, who can help you pursue
your financial goals and plan for what
matters most to you.
Get up to $600 when you invest in a new Merrill Edge® Self-Directed account. How to qualify for a $600 offer from Merrill
Other life priorities
Related life events
Explore resources to help you prepare for these life-changing events:
Related life events
Explore resources to help you prepare for these life-changing events: