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Charitable Giving: Finding Purpose in Your Finances


The month of November is full of opportunities to give thanks and give back. With Thanksgiving and National Philanthropy Day (on Nov. 15), it’s the perfect time to help those in need. Whether you support charities throughout the year, want to give to a cause for the first time, or are considering it as part of your holiday giving, charitable giving doesn’t...


Financial Planning: Teaching Children About Finances


In this five-part series, Merrill Edge answers your pressing questions about financial planning. Read on for Part 3.



Raising financially savvy children involves teaching them a variety of aspects from budgeting to planning, earning and saving. Besides giving them an understanding of the value of a dollar, teaching children about fiscal responsibility helps...


Financial Planning 101: Part 2


In this five-part series, Merrill Edge answers your pressing questions about financial planning. Read on for Part 2 about millennials’ saving habits.


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Are millennials’ saving habits the same way as those of older generations?

We’re seeing a correlation between how Phoenix-area millennials and millennials nationwide are saving for the future, and it...


6 Reasons Millennials Need Estate Planning


Before heading off to Bangladesh,biking across Spain, hiking the Inca Trail, or any other adventure travel, millennials should act to protect and preserve their estate. Many think that estate planning is for those in their 30s and 40s with young children or for those with significant bank account assets. Everyone needs estate planning, however. Young or old. With significant dollars in savings and without.


4 Ways to Build Culture and a Stronger Business in the New Year


Today’s workforce is more dynamic than ever before and “cool” companies are now a dime a dozen. It’s a competitive market, and whether a Gen-Xer, millennial or baby boomer, employees want to feel connected to something deeper beyond a paycheck and benefits. They want purpose in their work, to be driving towards a united vision, and most importantly to be part of a unique culture.

Culture is something that has been around since the beginning of humankind as a way of sharing and upholding a set of values, attitudes, goals, and practices. And it exists whether you’re aware of it or not, and whether created by design or...

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