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SLIDE 4


TOOLS THAT HELP MAKE SAVING SIMPLE

From automatic payments to credit card rewards, learn about simple ways to reach
your savings goals.

Read article

SLIDE 5


ARE YOUR FINANCES READY IF DISASTER STRIKES?

Financial hardships due to unexpected natural disasters can be burdensome. Learn
how to protect your assets by planning ahead.

Read article

SLIDE 1


WHAT TO KNOW BEFORE BUYING A HOME WITH FAMILY

Preparing to buy a home for multigenerational living? Here are the decisions you
and your family will need to make.

Read article

SLIDE 2


GEN Z: KNOW YOUR MONEY


Many states don’t require a financial education course in high school. But how
are you supposed to know what you aren’t being taught? These financial tips and
tools will help you know what you don't.

Learn more

SLIDE 3


GET AHEAD OF THE JOB MARKET: 8 IDEAS TO MAKE YOUR COLLEGE TUITION PAY OFF

Using these 8 strategies while you’re still in school can help get the attention
of employers when you graduate.

Read article

SLIDE 4


TOOLS THAT HELP MAKE SAVING SIMPLE

From automatic payments to credit card rewards, learn about simple ways to reach
your savings goals.

Read article

SLIDE 5


ARE YOUR FINANCES READY IF DISASTER STRIKES?

Financial hardships due to unexpected natural disasters can be burdensome. Learn
how to protect your assets by planning ahead.

Read article

SLIDE 1


WHAT TO KNOW BEFORE BUYING A HOME WITH FAMILY

Preparing to buy a home for multigenerational living? Here are the decisions you
and your family will need to make.

Read article

SLIDE 2


GEN Z: KNOW YOUR MONEY


Many states don’t require a financial education course in high school. But how
are you supposed to know what you aren’t being taught? These financial tips and
tools will help you know what you don't.

Learn more

SLIDE 3


GET AHEAD OF THE JOB MARKET: 8 IDEAS TO MAKE YOUR COLLEGE TUITION PAY OFF

Using these 8 strategies while you’re still in school can help get the attention
of employers when you graduate.

Read article

SLIDE 4


TOOLS THAT HELP MAKE SAVING SIMPLE

From automatic payments to credit card rewards, learn about simple ways to reach
your savings goals.

Read article

SLIDE 5


ARE YOUR FINANCES READY IF DISASTER STRIKES?

Financial hardships due to unexpected natural disasters can be burdensome. Learn
how to protect your assets by planning ahead.

Read article
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FIRST, WHAT STAGE OF LIFE ARE YOU IN?

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   Just starting out
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   Working & growing
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   Nearing retirement
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   Living in retirement

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OK, NOW TELL US A LITTLE ABOUT YOUR WORK SITUATION.

This will help us identify helpful information about your taxes and benefits.

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   Working full-time
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   Active military or a veteran
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   Working part-time
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   Not currently working

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WHICH OF THESE ARE MOST IMPORTANT TO YOU?

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 * Building up savings
 * Buying a home
 * Improving credit
 * Paying off student loans
 * Reducing debt
 * Saving for college
 * Saving for retirement

--------------------------------------------------------------------------------

WHICH OF THESE ARE RELEVANT TO YOU?

Select all that apply

 * Buying a car
 * Getting married/living together
 * Giving back/charity
 * Moving
 * Prepping for taxes
 * Received windfall
 * Renting
 * Starting a new job
 * Traveling
 * Welcoming a child

--------------------------------------------------------------------------------

LASTLY, ARE ANY OF THESE RELEVANT TO YOU?

Select all that apply

 * Divorce
 * Learning a new skill
 * Leaving a legacy
 * Losing a loved one
 * Managing a job loss
 * Managing healthcare costs
 * Refinancing a home
 * Starting a business
 * Taking care of loved ones
 * Teaching kids about money

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We strive to provide you with information about products and services you might
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If you prefer that we do not use this information, you may opt out of online
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advertising. In addition, financial advisors/Client Managers may continue to use
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Also, if you opt out of online behavioral advertising, you may still see ads
when you sign in to your account, for example through Online Banking or
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To learn more about relationship-based ads, online behavioral advertising and
our privacy practices, please review the Bank of America Online Privacy
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