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Building Wealth

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You've hit your earning prime and that can mean competing financial goals: retirement, your kids' education, even splurges like a boat or other large purchase. These rules of thumb can help you focus.
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Who gets paid first? Prioritize your savings

Pay yourself first and save for retirement, pay down debt or take on other financial goals? We'll help you find a balance.

Pay yourself first
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Make the most of tax advantages

Tax-friendly 体育平台app accounts like 401(k)s, IRAs and 529 plans are powerful financial tools that could help you pursue your long-term investing goals.

Make the most of tax advantages
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Monitor your portfolio

Keep track of your 体育平台apps and make sure they align with your financial goals and changing market conditions.

Monitor your portfolio
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Insure your life, health & belongings

Make sure you're ready for the unexpected by having enough insurance coverage.

Insure your life, health & belongings
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Wills, advance directives and more: Document your wishes

The key decisions you can make today to help ensure that your final wishes are followed.

Wills, advance directives & more
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Life events
Prepare for common events related to this stage of your life, like:
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Looking for a different approach to investing?
Get a professionally managed portfolio aligned to your goals that's built, monitored and rebalanced by Merrill 体育平台app professionals with the option to work with a licensed advisor.
$600
Get up to $600 when you invest in a new 体育平台app® Self-Directed account. How to qualify for up to $600 in a new 体育平台app Self-Directed account
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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