Financial Literacy Month:
A little knowledge can go a long way
Knowing how to get your finances in better shape can benefit you today and tomorrow. So start your journey toward a healthier financial life with some guidance, resources and exercises.
Knowing how to manage your finances can help you make smart decisions. So review some practical guidance to help you improve your finances and plan with confidence for the financial goals that matter the most to you.
Start with the basics
Commit to change by understanding some fundamentals and how to get your finances in order.
Assess your situation
The Financial Wellness assessment can help you identify your financial weaknesses and strengths.
Get your score
Take the quiz and get personalized, suggested action steps that could help get your financial life on track.
Journey of caregiving
Understand the financial impacts of becoming a caregiver and how you can plan for this important responsibility.
Coping with market volatility
Keeping a long-term perspective can help you cope with turbulent markets.
SPOTLIGHT EVENT – with a live Q&A session
Get insights on emergency funds, insurance, estate plans and other ways to strengthen your financial house.
Get organized
Don’t let financial clutter hold you back.
Financial tips for 20s/30s
If you’re just starting out, focus on budgeting, managing debt and planning for future goals.
Financial tips for 30s/40s
If you’re moving from your 30s into your 40s, balancing current and future needs could be a priority.
Financial tips for 50s/60s:
If retirement is becoming closer to a reality, how do you move from a regular paycheck to a retirement income?
Schedule a personal consultation
Discuss your goals with a Merrill financial specialist. The more you can share about your life today and wishes for the future, the more effective the guidance can be in your financial review.
Financial matters for women
Women face unique financial challenges. So review some strategies and tips that could help improve your financial wellbeing.
Teaching kids about money
Some early lessons could help get your child grow up to be financially smart.
Helpful answers to some key questions
Review our answers to important financial questions women should ask.
Consider meeting with a Merrill financial specialist over the phone and outline your financial goals. The more you can share about your life today and your hopes for the future, the more effective the guidance can be in your financial review. So why not take the first step and schedule a session when it’s convenient for you?
Schedule now »Featured conversation topics:
- Rollover IRA/401(k)
- Retirement & Investing
- Budgeting & Debt
- Savings goals
I wish I had a better understanding of
Schedule a consultation to discuss the next best step for you to take on the road to improving your financial know-how! Schedule your consultation.
I wish I had a better understanding of:
Schedule a consultation to discuss the next best step for you to take on the road to improving your financial know-how. Reserve your spot now »
