Perspectives On: 529 plans, bonds, retirement deadlines

Insights on the impact of a 529 plan on your child's financial aid
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Merrill | A Bank of America Company
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08.

2022

Merrill Lynch Wealth Management

Perspectives

Article Image - A college student walking into school. What you need to know about 529 plans and college financial aid.

Do 529 plans limit college financial aid?

Certain assets could affect eligibility, but the rules are complex.

   Read more   
Article Image - Image of a U.S. Bond. Read how bonds play a critical role in your portfolio.

The real value of bonds

As interest rates rise, bond prices tend to fall. But fixed income still has a critical role to play in your portfolio, says our CIO.

   Find out why   
Article Image - Video play button over Andy Sieg and U.S. General Stan McChrystal's profile pictures. Watch this video on navigating risk.

Navigating risk in today’s shifting landscape

Merrill’s Andy Sieg and retired General Stan McChrystal discuss how we can be more prepared for all dimensions of risk.

   Watch now   
Article Image - A montage of clock faces. Don't miss these retirement dates.

7 retirement dates you won’t want to miss

This age-by-age guide could help you maximize your income, minimize your taxes and more.

   Explore here   
Article Image - Illistration of a Social Security card with a woman's face in the middle. Read this women's guide to Social Security.

Women’s guide to Social Security

3 strategies that can help you boost your retirement income.

   Read more   
Not all financial guidance is created equal. Whatever your goals are, our advisors can build a personalized strategy to help you get there. Start a conversation with someone who gets you. Learn more.

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