Last Chance to Save — Important Year-End Tax Moves Posted on Dec. 1, 2016 With year-end just around the corner, there are numerous steps you can take to improve your tax situation for 2016 for both individuals and businesses. From maximizing Education Tax Credits to Roth IRA Conversions and maximizing your Health Savings Account contributions,…
Saving Stories Eternal Roots preserves history, one person at a time Posted: Nov. 11, 2016 After a family holiday gathering last year, Tom Ladegaard realized he might not have many more opportunities to hear his 96-year-old grandfather’s life story as told by Grandpa John himself. He also realized that most likely, no one might have…
New Trends in Socially Responsible Investing By Surya Kolluri, Managing Director & Head of Channel Programs and Delivery Merrill Lynch Wealth Management Posted on November 10, 2016 In past years, socially responsible investing focused mainly on negative screening. Negative screening involves using investors’ environmental, religious and personal values to determine which securities to keep out…
An Encore Education for Your Encore Career By Richard J. Polimeni, Director of Education Savings Programs for Bank of America Merrill Lynch Posted on October 10, 2016 A second career may require re-educating yourself. College campuses are getting more age diverse. According to the U.S. Census Bureau, over 1.3 million Americans aged 45 and older…