Overwhelmed About Money? You’re 5 Steps Away From More Financial Confidence


Thankfully, financial confidence doesn’t require you to know everything about money. At some point, we can turn to the experts in money management to navigate more complex financial decisions, like investing. Merrill Edge offers self-directed investing, but you can also choose a guided investing program or work with an advisor for one-on-one, expert guidance.

“Whether you prefer to take a self-directed approach to your investments, want professional guidance or a combination of both, make sure to explore the platforms and tools that will work best for you,” said Gellene. “Taking control of your finances and creating an actionable plan can boost your financial confidence.”

Try this: We know investing can feel intimidating, but we’ve provided a lay of the land with our simple guide to investing. And if you’re looking for a way to give back to your community and beyond, then learning more about sustainable and impact investing may be your next best step!

Learn more and see important disclosures about Preferred Rewards, banking with Bank of America and investing with Merrill.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly owned subsidiary of BofA Corp.


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