Mark your calendars: Missing one or more of these dates to make key #retirement decisions could cost you money:
Merrill Lynch Mon 30 Dec 2019 15:56- Consider taking the gang to a #museum over the holidays. Free #MuseumsOnUs passes are available to cardholders from Dec. 26 through New Year’s Eve. Merrill Lynch Thu 26 Dec 2019 18:47
- Wishing you and your family a #holiday filled with joy–and a peaceful, prosperous 2020! https://t.co/cUCufvLtUM Merrill Lynch Mon 23 Dec 2019 21:54
- #Outlook2020: Will the #BullMarket continue—and how could it fare during an election year? Our CIO weighs in on the big questions for investors in 2020: Link https://t.co/Q2E43dv1pf Merrill Lynch Mon 23 Dec 2019 16:24What are the biggest opportunities emerging in the markets this year? Will the U.S. election have an outsized impact on investors? Our Chief Investment Office offers insights on these and other questions top of mind for investors.
- What could the recent #UKElection mean for #Brexit—and the markets? See our CIO’s latest insights: Merrill Lynch Fri 20 Dec 2019 23:06
- Rewarding yourself after procrastinating can help you be more productive. Laura Vanderkam and Jenny Evans offer more #insights below. #WomenInvested Merrill Lynch Fri 20 Dec 2019 15:01
- Jobs, interest rates, the cost of a smartphone— #money and the markets are bound to come up in #holiday conversations. Impress friends and family with these insights: Merrill Lynch Thu 19 Dec 2019 14:45
- Jobs, interest rates, the cost of a smartphone— #money and the markets are bound to come up in #holiday conversations. Impress friends and family with these insights: Merrill Lynch Thu 19 Dec 2019 14:25
- These trends in #CharitableGiving could help you give more to the causes you care about: Merrill Lynch Wed 18 Dec 2019 21:49
- These trends in #CharitableGiving could help you give more to the causes you care about: Give with greater impact to the causes you care about with these suggestions. #CharitableGiving: Merrill Lynch Tue 17 Dec 2019 16:18
- Historically, there’s been a long-standing link between #HolidaySales and Q4 S&P performance, says our CIO. What could this year’s numbers suggest for the #economy? More here. Merrill Lynch Mon 16 Dec 2019 16:32
- If you could give young women one piece of #advice to help them get ahead in their careers, which would it be? #WomenInvested See more on women driving change. Link Merrill Lynch Fri 13 Dec 2019 15:59
1 Sallie Mae, "How America Pays for College," 2016.
2 U.S. Census Bureau, "Wealth and Asset Ownership," 2017.
3 Hanley Wood, LLC., Remodeling 2017 Cost vs. Value Report (www.costvsvalue.com).
4, 5 Merrill Lynch and Age Wave, "Home in Retirement: More Freedom, New Choices," 2017.
Bank of America does not predict any increase or decrease in interest rates or home values.
Banking, mortgage and home equity products offered by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Equal Housing Lender. Credit and collateral are subject to approval. Terms and conditions apply. This is not a commitment to lend. Programs, rates, terms and conditions are subject to change without notice.
- If you could give young women one piece of #advice to help them get ahead in their careers, which would it be #WomenInvested See more on women driving change. Link Merrill Lynch Fri 13 Dec 2019 15:39
1 Sallie Mae, "How America Pays for College," 2016.
2 U.S. Census Bureau, "Wealth and Asset Ownership," 2017.
3 Hanley Wood, LLC., Remodeling 2017 Cost vs. Value Report (www.costvsvalue.com).
4, 5 Merrill Lynch and Age Wave, "Home in Retirement: More Freedom, New Choices," 2017.
Bank of America does not predict any increase or decrease in interest rates or home values.
Banking, mortgage and home equity products offered by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Equal Housing Lender. Credit and collateral are subject to approval. Terms and conditions apply. This is not a commitment to lend. Programs, rates, terms and conditions are subject to change without notice.
- If you could give young women one piece of #advice to help them get ahead in their careers, which would it be? #WomenInvested See more on women driving change. Link Merrill Lynch Fri 13 Dec 2019 15:29
1 Sallie Mae, "How America Pays for College," 2016.
2 U.S. Census Bureau, "Wealth and Asset Ownership," 2017.
3 Hanley Wood, LLC., Remodeling 2017 Cost vs. Value Report (www.costvsvalue.com).
4, 5 Merrill Lynch and Age Wave, "Home in Retirement: More Freedom, New Choices," 2017.
Bank of America does not predict any increase or decrease in interest rates or home values.
Banking, mortgage and home equity products offered by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Equal Housing Lender. Credit and collateral are subject to approval. Terms and conditions apply. This is not a commitment to lend. Programs, rates, terms and conditions are subject to change without notice.
- Women have come together today at Merrill’s #WomenInvested Event to discuss how to support one another. How have other women helped you succeed? Merrill Lynch Thu 12 Dec 2019 18:58
- Thinking ahead to #tax time? Discuss these 8 tips with your tax advisor now. They just might save you money. (Merrill does not provide tax advice.) Link https://t.co/xDTeZRGwgQ Merrill Lynch Wed 11 Dec 2019 21:27
NOW THAT WE’RE IN THE SECOND YEAR of the Tax Cuts and Jobs Act, the sweeping tax legislation that passed at the end of 2017, its provisions are generally better understood by both taxpayers and tax professionals. The rule changes regarding certain deductions may have provided extra incentive for you to look for new ways to minimize tax liability. At the same time, you should be aware that further changes may come from a tax package that some in Congress are hoping to pass by the end of this year.
Speak with your tax advisor about some or all of the ideas below, suggested by accountant Vinay Navani, of WilkinGuttenplan—and check out the “2019 Year-End Tax Planning Guide” at the end of this article.
As a CPA and shareholder at WilkinGuttenplan, Mr. Navani is not affiliated with Merrill. Opinions provided are his, do not necessarily reflect those of Merrill and may be subject to change. Merrill, its affiliates, and financial advisors do not provide...
- You can’t read just one! Check back weekly for our CIO’s “Thought of the Week,” portfolio ideas and much more. #InvestorEd Merrill Lynch Mon 09 Dec 2019 18:49
- In the past year, over 75% of S&P 500 companies did #StockBuybacks, says @SPDJIndices. What’s the potential impact on the #markets. Merrill Lynch Fri 06 Dec 2019 21:31
- Need a breather from #holidayshopping? Visit a #museum or cultural attraction near you—on us—this weekend. #MuseumsOnUs Merrill Lynch Fri 06 Dec 2019 12:46
- Have you scheduled your year-ahead #financial checkup yet? Use these questions to get the conversation started: Link https://t.co/7hmb1b71jJ Merrill Lynch Wed 04 Dec 2019 16:24
You can use the following 5 questions to help inform that important conversation. The answers could help you plan ahead for any life changes (getting married? buying a home? starting a new job?), respond thoughtfully to fluctuations in the markets and maybe even lower your tax bill.
- RT @BloombergLive: “We see clients coming at this from a number of different motivations. ‘Investing your values’ was where we were 10 year… Merrill Lynch Tue 03 Dec 2019 20:18
- Let the #CyberMonday shopping begin—after you read these 7 money-saving tips plus advice for staying safe online: Merrill Lynch Mon 02 Dec 2019 14:37
- #BusinessOwners: Looking for ways to potentially lower your 2019 #tax bill? Discuss these 6 tips with your tax advisor: Merrill Lynch Fri 29 Nov 2019 20:44
- We hope that you’re spending this #Thanksgiving with the people you love! https://t.co/qsd7SYXwZY Merrill Lynch Thu 28 Nov 2019 16:13
- Our CIO is keeping international #equities on their watchlist heading into 2020. Here’s what our professionals will be watching for, and why: Merrill Lynch Wed 27 Nov 2019 16:02
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