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Quarterly Spotlight



How to save money every day
Saving starts with just a few simple changes to your spending. Learn how to save money on your everyday expenses.

Steps to help you get out of debt
Everyone acquires some debt along the way. These steps can help you start getting yourself out of debt.

Protecting your identity at tax time
Your tax return is full of personal information. Learn some basic measures to help protect yourself from identity theft and tax scams while still filing your return on time.

Social Security
This video explains the basics of Social Security and strategies for maximizing benefits.



Eight simple ways to save money
Sometimes the hardest thing about saving money is just getting started. This step-by-step guide to money saving habits can help you develop a realistic savings plan.

Perseverance: the key to tackling your credit card debt
When paying down your debt, some actions help more than others. Here�s what you need to know.

How much do you really need to save for retirement?
Use these insights from Merrill Lynch strategists to help determine if your retirement plan is on the right track.

Eight tax season considerations to potentially save you money
Consider the following to discover some commonly missed ways you can lower your tax bill – or even end up with a refund.

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Spending Analysis Calculator
How does your spending measure up? Learn what people like you are spending on their monthly expenses.

Retirement Income Worksheet
A worksheet to assess your projected income and expenses in retirement.

These articles, videos and tools are brought to you by Bank of America�, Better Money Habits�, Merrill Edge�, and Merrill Lynch.
Browse these resources for help with managing your finances, building a firmer financial foundation, and taking the next steps toward financial wellness. Or call the number below for assistance.

Explore the Quarterly Spotlight archive below.

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