Your spending will likely change throughout retirement as your priorities do. Here’s how to plan for your fluctuating income needs.
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Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want. With a deep commitment to placing their clients' interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to their clients’ needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies. Any opinions, views, statements, estimates or projections ("posts") posted on this web page are solely those of the author(s). Merrill Lynch Global Wealth Management is part of Bank of America Corporation's Global Wealth & Investment Management business. Additional Terms, Conditions & Disclaimers found here: https://www.ml.com/social-media/merrill-lynch-on-twitter.html Disclaimer The site is maintained by a third party that has no affiliation with Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"). The recommendations posted to this page by or about Merrill employees, are not endorsed by, and may not represent the views. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security financial instrument. or strategy. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Bank of America Linkedin Community Guidelines: http://about.bankofamerica.com/en-us/social-media/linkedin-communityguidelines.html
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Updates
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Has the market peaked? In the latest Market Decode, CIO Chris Hyzy explains why stocks may still have room to grow, even at a time of premium valuations. Watch now. https://bit.ly/3YmRb6F
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From 5AM alarms to long runs along the Potomac River on Saturday mornings, our teammate and Merrill advisor Tessa Barrett, CFP® knows how much preparation and dedication goes into running a marathon. Tessa recently took first place at the Marine Corps Marathon in Washington DC, beating out thousands of other runners. And we know she won’t stop there – her goals including qualifying for 2028 summer games trials in Los Angeles. Congratulations and we look forward to seeing what’s next for her. #MarineCorpsMarathon
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How could the upcoming election affect the markets? What could be next for the major U.S. indexes? Hear from Chris Hyzy in our 10/21 CMO video. https://bit.ly/4f8KImC
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With the election quickly approaching, what impact could it have on the markets and the economy? Chief Investment Officer Chris Hyzy recently discussed the potential effects with PIMCO Head of U.S. Policy, Libby Cantrill, CFA. See what it could mean for your portfolio. https://bit.ly/40d2hgX
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Deciding how you’ll replace your salary is especially important for those who retire early. This 3-step plan to create a retirement paycheck makes it easier. https://bit.ly/4dX2Wqj
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38 million Americans were unpaid caregivers for a loved one in 2021. Ask yourself these questions to learn more about the cost of this role. https://bit.ly/4hoahCf Source: AARP Public Policy Institute, “Valuing the Invaluable: 2023 Update,” March 2023
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Over 25 years, Merrill Private Wealth Management has seen clients evolve and technology advance. But one thing will never change: Merrill advisors are in the business of serving clients. Look back. https://bit.ly/409oIDN
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