Caring for My Family

As any parent and grandparent already knows, your family's financial needs constantly change. You may be planning for your young son's college education or helping a grown daughter with a wedding or her first mortgage. Possibly you're caring for an aging parent or a family member with special needs. Or you may simply want to ensure that your heirs have all they need to live more fulfilling lives.

A Merrill Lynch Financial Advisor can help you handle the blessings, challenges and surprises of family life by recommending solutions to meet your specific needs.
 
SUCCESS STORIES: Meet Clients Who Achieved Life Goals with the Help of Their Merrill Lynch Financial Advisor

The Ehmanns: Tightening Family Budgets, Maintaining Long-Term Goals

The Guthries: Continuing to Invest in the Markets - and Themselves


Transcript of Video

When the stock and bond markets fell sharply last summer, beginning a months-long slide that has continued into this year, John and Susan Ehmann spoke with their Financial Advisor, Lynette Blakeway, for a dose of sanity. "We asked her,
'What is going on? How are we impacted? Should we liquidate? What should we do?'" Susan recalls. "Her reply was, 'Let's talk about your concerns and not panic.'" It's advice the Ehmanns took to heart. The couple had been working with Blakeway for seven years, and Susan had worked with her for nearly 20. They had established a bond that allowed them to trust her in a crisis. It was Blakeway, after all, who had helped them merge their two families when they married in 2003, reorganizing their financial strategies to accommodate their combined family of six children, a new home and hefty tuition for John's two oldest, then in college. 

Merrill Lynch and Exceptional Parent Magazine Online Seminar

In February of 2009, Merrill Lynch hosted an online seminar on Special Needs Planning in partnership with Exceptional Parent Magazine. We invite you to view archived footage from this presentation.

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