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Finances

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

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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.

Divorce in mid-life: Fresh starts, new financial challenges for women

Points to consider as you make decisions about splitting your finances and moving on.

I received an inheritance. How is this money taxed?

Learn how federal estate taxes are determined.
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College Planning Calculator

Get college cost estimates and a monthly action plan.

The financial side of marriage equality

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

Tax-smart investment strategies you should consider

Keep these tips in mind when making investment decisions.

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.

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.

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.
Take control of your finances when income is tight
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Watch: Tips for saving for a large purchase
Planning to buy a big-ticket item? It's a good money habit to have a plan to pay for it.
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