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Finances

A solid financial strategy can help make pursuing your goals possible.

Take charge of your financial life

Why you should set goals, have a financial strategy and ask for help when you need it.

Is impact investing right for you?

Ways you can combine a desire to have a positive impact in the world with investing for your future.

Merrill Perspectives Podcast

Tune in as our experts go beyond the headlines to examine the forces that are changing our world and their impact on our lives.
Get college cost estimates and a monthly action plan.
Points to consider as you make decisions about splitting your finances and moving on.
Stay up-to-date on where the markets and economy may be headed with timely insights from our experts.

I received an inheritance. How is this money taxed?

Learn how federal estate taxes are determined.
Keep these tips in mind when making investment decisions.

The financial side of marriage equality

Explore the financial benefits, tax implications and more that marriage equality brings for same sex couples.

Protect your assets with a trust

Trusts aren't just for the wealthy. See why a trust may be right for you.

Intro to student loan repayment options

Student loan debt? Read up on ways to repay it.

Using dollar-cost averaging to make scheduled Investments

Dollar-cost averaging can help you build your portfolio by investing small amounts on a regular basis.

4 things every long-term investor should know

Get best practices to help you stay on course and keep your goals in sight.

Why women need to save more than men

Longer life expectancies, pay gaps and shorter career spans mean women need to have more in retirement savings than men.

Be cyber-secure: Do's and don'ts for your family

Consider setting up a virtual private network and other tips to help thwart cyber criminals.

What should you do when the markets get volatile?

Market swings can be unnerving, but they shouldn't distract you from staying focused on your financial goals.
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