Recent Financial Articles

The DNA of Wildly Successful People

The DNA of Wildly Successful People

Check out six traits that successful people have in common. What's your definition of a successful person? Is it Bill Gates, Oprah Winfrey—maybe even your boss or favorite college professor? Everyone has a different view of success, from money and stardom to...

Funerals: Expenses, Ideas and Alternatives

Funerals: Expenses, Ideas and Alternatives

When approached with the topic of mortality—one's own or a loved one's—most people tend to shy away. Still, this heavy topic is one most of us will encounter. Staying informed about your options is essential to easing any stress and financial burden placed on those we...

How Much or How Little the Kids Inherit

How Much or How Little the Kids Inherit

How to have a valuable family conversation about your estate. Talking to family members about estate planning and legacies can be difficult and even painful. These discussions, however, are an important way to share your choices with your children and prepare them for...

A Meaningful Difference

A Meaningful Difference

The ability to provide insightful financial guidance to families and individuals who seek it takes a certain range of knowledge and skill, in addition to a compassionate approach. The women of Merrill Lynch lend their diverse perspective on how they ended up thriving...

Champagne Tastes on a Beer Budget

Champagne Tastes on a Beer Budget

Balance your wishes with your wallet. It's a monetary maze: a big sale drops, you're meeting friends for haute cuisine and cocktails, that dream vacation is weeks away—and bills are piling up. While it may sometimes seem impossible to enjoy the finer things while...

Cool Your Spending: When Money Habits Get You Into Hot Water.

Cool Your Spending: When Money Habits Get You Into Hot Water.

"OK. Don't panic. Don't panic. It's only a Visa bill. It's a piece of paper; a few numbers. I mean, just how scary can a few numbers be?" —Sophie Kinsella, Confessions of a Shopaholic Overspending can spell big trouble for your financial future and your relationships....

Paying It Safe: About Mobile Technology

Paying It Safe: About Mobile Technology

Making a loan payment? Buying a latte at your favorite café? Paying your friend back for dinner?  No need to bother with cash and coins, scribble a check, or flash that credit card: All you need is your smartphone. Smartphones store your financial details,...

Retirement: How Much Is Enough?

Retirement: How Much Is Enough?

Are you saving enough for your retirement? Consider these tips. Count Everything! Start by determining what you've saved so far. That includes obvious savings, such as stock and bond investments, mutual funds, saved cash, IRAs and 401(k) plans. But don't forget things...

Top Financial Advice by Women, for Women

Top Financial Advice by Women, for Women

We're not sure what sparked the stereotype of female incompetence toward money issues, but let's be clear: Women are just as capable of handling money as men. Historically, the finance field has been dominated by men. Yet the tide is changing—proven by Bank of America...

How Does the Tax Reform Affect You?

How Does the Tax Reform Affect You?

As 2017 drew to a close, Congress passed the Tax Cuts and Jobs Act—tax reform legislation that affects both individuals and businesses. "Businesses are seeing significant tax savings. How you use those benefits will leapfrog you into a better 2018–19," said John...