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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.
In general, you should always consider contributing as much as possible, depending on your specific financial circumstances.
Whether you want to lower your payments, cash in some home equity or switch to a fixed rate, these tips can help you decide if this move is right for you.
Here's how to figure out how much you may need to live in retirement.

Could a 529 plan limit your financial aid?

Use these insights to figure out how income and assets factor into the cost of saving for college.
A 401(k) and Health Savings Account (HSA) can be better together when working on pursuing your financial wellness.

4 big retirement risks—and how to prepare

You may not be able to control unexpected events—such as rising medical costs—but these suggestions could limit their impact.
Use this guidance to make sure you're ready for whatever life throws at you.
Now may be a good time to tackle the financial tasks you'll want to complete by year's end to take advantage of any potential opportunities—and avoid missing any deadlines.
Getting your kids ready for a new school year can test your nerves—and your wallet. But a tweak or two to your game plan could result in big savings.


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


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