Workplace Insights | Bank of America Merrill Lynch
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Life Priorities

We help make financial wellness personal and actionable through the lens of what's most important to employees. Those priorities are categorized as Finances, Family, Health, Home, Work, Leisure and Giving.

Finances

Define your financial goals

Family

Taking care of important people in your life

Health

Health care expenses now and in the future

Home

Upsize, downsize, buy a vacation home

Work

Start or sell a business, work in retirement

Leisure

Meaningful ways to spend free time

Giving

Volunteer, mentor, charitable donations

Your employees' financial lives aren't just about markets and returns, but the moments that matter most throughout every stage of their lives. Whether they're buying their first house, paying for their child's education, or saving for retirement, they'll have questions along the way and we're here to help provide those answers.

Learn more about life priorities and how we're helping employees live better financially.

MAP2969712-EXP-03/04/2021
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