Goal planning
Meet today’s needs and pursue tomorrow’s goals
Bank of America and Merrill have resources to help you achieve your goals, even as they change over time.
Set financial goals
Prioritize your future
Put your future at the forefront – start by taking stock of all you want to achieve. Next, prioritize what matters most*. This visualization exercise can help you stay on track along with our digital tools, like Bank of America Life Plan.®1
*Provided by Merrill
Get into the driver’s seat
Understand auto loans
The more you know about auto financing, the easier it can be to negotiate.
Estimate monthly payments
Our auto loans calculator can help you figure out your loan amount or monthly payments.
Learn why to prequalify
Narrow down your search with options that are realistic for your budget.
Buy a house
Ready to put down some roots?
A house is a major purchase with major benefits and a lot to consider. Bank of America is here to help you get started and support you before and after you become a homeowner.
Start investing Invest your way
Investing isn’t one-size-fits-all – find an approach that works with your comfort level as well as your goals. We can help figure out what’s best for you.
Provided by Merrill
Plan for retirement Saving for your next chapter
It’s never too late to start figuring out your retirement finances. How much do you need to retire? The Merrill® Personal Retirement Calculator can help you see if you’re on track.
Provided by Merrill