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.

Know the facts

Estimate monthly payments

Our auto loans calculator can help you figure out your loan amount or monthly payments.

Try it

Learn why to prequalify

Narrow down your search with options that are realistic for your budget.

Get started

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.

Try our helpful tips

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

Investment illustration
A man with headphones enjoying music in a shop

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

Make the most of your retirement

Provided by Merrill

A family learning piano together

We’ve got you covered, from saving to generating income.

Woman using pottery wheel

Get strategies to meet your income needs once you’ve retired.