![]() As a result, Merrill will be delaying mailings to impacted clients. If you have questions regarding your particular situation, please contact your legal or tax advisor.ĭue to COVID-19 and its impact on the current environment, the United States Postal Service is unable to deliver mail to certain foreign countries 1. This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. Finance: Bringing it all together and defining your financial goals.Work: Working in retirement, selling or starting a business.Giving: Volunteering, mentoring others and giving to charities.Leisure: Spending your free time in meaningful ways.Family: Taking care of your family and other people in your life.Home: Upsizing, downsizing, remodeling or buying a vacation home.Health: Managing healthcare expenses, now and in the future.So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities. We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. ![]() Focus On Individuals, Families and Small Businesses
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