Workplace Insights | Bank of America Merrill Lynch
Skip to main content
What are your employees' priorities?

Life Priorities - Finance

Finance connects all of the seven life priorities that employees tell us influence their investing and planning decisions. These priorities create competing financial goals that must be balanced, and include:

  • Saving
  • Preparing for retirement
  • Managing debt
  • College savings
  • Healthcare
  • Buying a home

Watch the video below to see how your employees need to consider all of their life's priorities when developing their financial strategy.

What's on your employees' minds:

  1. How can I create a budget that fits my needs?
  2. Which debts should I focus on first?
  3. How do I know if I'm contributing enough for retirement?

Actions employers can take to help:

  • Financial Wellness extends beyond retirement. Our program takes a holistic view into your employees' financial needs, from day to day budgeting, saving for college, to retirement. Talk to your Bank of America Merrill Lynch representative today to learn how we can help your employees live their best financial lives.
See how Retirement & Benefit Plan Services can expand the possibilities of your employee benefit solutions.
Request Contact