Perspectives On: 2021 Questions for an Advisor, Retirement, Housing

Conversations to have with an advisor in the new year
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2021

Merrill Lynch Wealth Management

Perspectives

Article Image - Client and Advisor reviewing a checklist

Your 2021 Financial Checklist

5 questions to ask your advisor now, so you can stay on track to meet your goals.

PLUS: Outlook 2021: Insights to consider for the year ahead
   Explore here   
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Save More for Retirement with These 5 Tips

Strategies to help you have the income you’ll need when you’re no longer working.

   Read more   
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The Housing Market’s Booming

Reasons why from Michelle Meyer, Head of U.S. Economics, BofA Global Research.

   Watch video   
Article Image - Father and daughter looking at their property from a second floor deck

Taxes Are One Good Reason to Review Your Estate Plan Now

Our experts discuss what to do if current tax rules are revised.

   Learn more   
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