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Your Life, Your Priorities, Your Goals

Your finances play an important role in your life, shaping your priorities and ability to achieve your goals. We can help you manage your finances, support your goals and prepare for the near term, long term, and the inevitable surprises in between.
Planning and perseverance are key, as is knowing how your debt factors into your overall financial health.
Sometimes the hardest thing about saving money is just getting started.
Gaffes, flubs, slip-ups-whatever you call them, we all make them. Here we provide steps you can take.

Your pain free guide to health insurance

Learn how different health care plans, cost-sharing options and health savings accounts (HSAs) can help manage your medical costs.
A 401(k) and Health Savings Account (HSA) can be better together when working on pursuing your financial wellness.

5 ways to mend a broken budget

Struggling to balance your spending? You're not alone. Here are five obstacles that throw many people off course—and how to overcome them.
As you're reviewing your company's retirement plan, you may be wondering which contribution type is right for you.
By understanding how to read your credit report, what comprises it and how to monitor it, you'll be better equipped to handle your finances overall.
Recently signed legislation, the SECURE Act, introduces new ways to save for a longer life.


These articles, videos and tools are brought to you by Bank of America and Merrill.


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