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of 5</span> <div class="wrapper"> <div class="headline"> <p class="questionDetail">After you answer a few, simple questions, we will provide you with a personalized set of resources. This will also be helpful when starting a conversation with an advisor.</p> <h2><a href="#" role="heading" aria-level="2">What keeps you up at night?<span>Select the statements that apply to you.</span></a></h2> </div> <div class="headline-mobile"></div> <div class="statements cf"> <div class="aem-wrap--positioning-container"> <style type="text/css"> @media (min-width: 0px) { #positioning_container_762096828 { margin-top: -70px; margin-bottom: 20px; margin-left: 28px; margin-right: 28px; } } </style> <div id="positioning_container_762096828" class="positioning-container positioning-container--full "> <div class="positioning-container__wrapper"> <div class="aem-wrap--callout-container section"> <div class="callout-container"> <div class="callout-container__wrapper "> <div class="callout-container__content"> <div class="callout-container__aligment "> <h2 class="callout-container__headline"> What keeps you <br/> up at night?</h2> <div class="callout-container__text"> <p>Select the statements that apply to you.</p> </div> </div> </div> </div> </div> </div> </div> </div></div> <div id="s0" data-bactmln="ge_question-statement_saving-enough-for-retirement-_checked" class="statement t-track-ge-question-statement js-toogle-checkedstate" tabindex="0" role="checkbox" aria-checked="false"> <p>Saving enough for retirement.</p> <div class="checkbox"><span class="check"></span></div> </div> <div id="s1" data-bactmln="ge_question-statement_how-long-i-need-to-work-_checked" class="statement t-track-ge-question-statement js-toogle-checkedstate" tabindex="0" role="checkbox" aria-checked="false"> <p>How long I need to work.</p> <div class="checkbox"><span class="check"></span></div> </div> <div id="s2" data-bactmln="ge_question-statement_providing-for-my-family-_checked" class="statement t-track-ge-question-statement js-toogle-checkedstate" tabindex="0" role="checkbox" aria-checked="false"> <p>Providing for my family.</p> <div class="checkbox"><span class="check"></span></div> </div> <div id="s3" data-bactmln="ge_question-statement_being-able-to-afford-rising-healthcare-costs-_checked" class="statement t-track-ge-question-statement js-toogle-checkedstate" tabindex="0" role="checkbox" aria-checked="false"> <p>Being able to afford rising healthcare costs.</p> <div class="checkbox"><span class="check"></span></div> </div> </div> </div> <div class="slider-controls"> <div class="slider-arrow"> </div> <div class="slider-arrow slider-arrow--next"> <a data-bactmln="ge_question-next_step1" href="#step-2" class="cta--btn next event-ge-next-question-1 t-track-ge-question-next js-next-btn"> Next question </a> </div> </div> </div> <div class="slide step2"> <span class="steps">Step 2 of 5</span> <div class="wrapper"> <div class="headline"> <h2><a href="#" role="heading" aria-level="2">What are some of your goals for the future?<span>Select the statements that apply to you.</span></a></h2> </div> <div class="headline-mobile"></div> <div class="statements cf"> <div class="aem-wrap--positioning-container"> <style type="text/css"> @media (min-width: 0px) { #positioning_container_868042720 { margin-top: -70px; margin-bottom: 20px; margin-left: 28px; margin-right: 28px; } } </style> <div id="positioning_container_868042720" class="positioning-container positioning-container--full "> <div class="positioning-container__wrapper"> <div class="aem-wrap--callout-container section"> <div class="callout-container"> <div class="callout-container__wrapper "> <div class="callout-container__content"> <div class="callout-container__aligment "> <h2 class="callout-container__headline"> What are some of your goals for the future?</h2> <div class="callout-container__text"> <p>Select the statements that apply to you.</p> </div> </div> </div> </div> </div> </div> </div> </div></div> <div id="s4" data-bactmln="ge_question-statement_start-a-small-business-of-my-own-_checked" class="statement t-track-ge-question-statement js-toogle-checkedstate" tabindex="0" role="checkbox" aria-checked="false"> <p>Start a small business of my own.</p> <div class="checkbox"><span class="check"></span></div> </div> <div id="s5" data-bactmln="ge_question-statement_help-a-child-or-grandchild-with-college-tuition-_checked" class="statement t-track-ge-question-statement js-toogle-checkedstate" tabindex="0" role="checkbox" aria-checked="false"> <p>Help a child or grandchild with college tuition.</p> <div class="checkbox"><span class="check"></span></div> </div> <div id="s6" data-bactmln="ge_question-statement_support-a-charity-that-rsquo-s-near-to-my-heart-_checked" class="statement t-track-ge-question-statement js-toogle-checkedstate" tabindex="0" role="checkbox" aria-checked="false"> <p>Support a charity that’s near to my heart.</p> <div class="checkbox"><span class="check"></span></div> </div> <div id="s7" data-bactmln="ge_question-statement_travel-more-often-visiting-new-cities-and-places-_checked" class="statement t-track-ge-question-statement js-toogle-checkedstate" tabindex="0" role="checkbox" aria-checked="false"> <p>Travel more often, visiting new cities and places.</p> <div class="checkbox"><span class="check"></span></div> </div> </div> </div> <div class="slider-controls"> <div class="slider-arrow"> <a data-bactmln="ge_question-back_step2" href="#back-to-step-1" class="prev event-ge-previous-question-2 t-track-ge-question-back mobile-only js-back-btn"> <span aria-hidden="true">< </span> Back </a> <a data-bactmln="ge_question-back_step2" href="#back-to-step-1" class="prev event-ge-previous-question-2 t-track-ge-question-back desktop-only js-back-btn"> Back a step </a> </div> <div class="slider-arrow slider-arrow--next"> <a data-bactmln="ge_question-next_step2" href="#step-3" class="cta--btn next event-ge-next-question-2 t-track-ge-question-next js-next-btn"> Next question </a> </div> </div> </div> <div class="slide step3"> <span class="steps dk">Step 3 of 5</span> <div class="wrapper"> <div class="headline"> <h2><a href="#" role="heading" aria-level="2">Why are we asking these questions?</a></h2> <div class="subheadline"><p>The statements you selected help you uncover what’s most important to you, from among seven key life priorities. This insight can help an advisor work with you to pursue your goals.</p> </div> </div> <div class="life-priorities"> <h2>Seven life priorities</h2> <div class="priorities-box"> <div class="priority cf"> <div class="icon-prioritie"> <img src="/content/dam/ML/your-life-priorities-landing-page/icons/GE-Why-bofa-icn-finances.png"> </div> <h3>Finances</h3> <p>Bringing it all together and defining your financial goals.</p> </div> <div class="priority cf"> <div class="icon-prioritie"> <img src="/content/dam/ML/your-life-priorities-landing-page/icons/GE-Why-bofa-icn-home.png"> </div> <h3>Home</h3> <p>Upsizing, downsizing or buying a vacation home.</p> </div> <div class="priority cf"> <div class="icon-prioritie"> <img src="/content/dam/ML/your-life-priorities-landing-page/icons/GE-Why-bofa-icn-health.png"> </div> <h3>Health</h3> <p>Managing healthcare expenses, now and in the future.</p> </div> <div class="priority cf"> <div class="icon-prioritie"> <img src="/content/dam/ML/your-life-priorities-landing-page/icons/GE-Why-bofa-icn-family.png"> </div> <h3>Family</h3> <p>Taking care of your family and other people in your life.</p> </div> <div class="priority cf"> <div class="icon-prioritie"> <img src="/content/dam/ML/your-life-priorities-landing-page/icons/GE-Why-bofa-icn-leisure.png"> </div> <h3>Leisure</h3> <p>Spending your free time in ways that are meaningful to you.</p> </div> <div class="priority cf"> <div class="icon-prioritie"> <img src="/content/dam/ML/your-life-priorities-landing-page/icons/GE-Why-bofa-icn-giving.png"> </div> <h3>Giving</h3> <p>Volunteering, mentoring others and giving to charities. </p> </div> <div class="priority cf"> <div class="icon-prioritie"> <img src="/content/dam/ML/your-life-priorities-landing-page/icons/GE-Why-bofa-icn-work.png"> </div> <h3>Work</h3> <p>Working in retirement, selling a business or starting a new one.</p> </div> </div> </div> </div> <div class="slider-controls"> <div class="slider-arrow"> <a data-bactmln="ge_question-back_your-answers" href="#back-to-step-2" class="prev event-ge-previous-question-3 t-track-ge-question-back mobile-only js-back-btn"> <span aria-hidden="true">< </span> Back </a> <a data-bactmln="ge_question-back_your-answers" href="#back-to-step-2" class="prev event-ge-previous-question-3 t-track-ge-question-back desktop-only js-back-btn"> Back a step </a> </div> <div class="slider-arrow slider-arrow--next"> <a data-bactmln="ge_question-next_your-answers" href="#step-4" class="cta--btn next event-ge-next-question-3 t-track-ge-question-next js-next-btn"> Your answers </a> </div> </div> </div> <div class="slide step4"> <span class="steps dk">Step 4 of 5</span> <div class="wrapper"> <div class="headline"> <h2><a href="#" role="heading" aria-level="2">Getting you the right resources</a></h2> <div class="subheadline"> <p>Based on your responses, we selected the highlighted priorities. Feel free to click on others that are important to you, or remove those that aren't.<br/> </p> <div class="bold"><p>Dive deeper and we’ll provide resources, articles and videos selected just for you.</p> </div> </div> </div> <div class="life-priorities sortable"> <div class="priorities-box"> <div data-bactmln="ge_life-priorities_option_finances_checked" class="priority cf finances t-track-ge-life-priorities-option js-priority-option" tabindex="0" data-priority="finances" role="checkbox" aria-checked="false"> <div class="icon-prioritie"> <img src="/content/dam/ML/your-life-priorities-landing-page/icons/GE-Prioritize-bofa-icn-finances.png"> </div> <h3>Finances</h3> <div class="checkbox"><span class="check"></span></div> </div> <div data-bactmln="ge_life-priorities_option_home_checked" class="priority cf home t-track-ge-life-priorities-option js-priority-option" tabindex="0" data-priority="home" role="checkbox" aria-checked="false"> <div class="icon-prioritie"> <img src="/content/dam/ML/your-life-priorities-landing-page/icons/GE-Prioritize-bofa-icn-home.png"> </div> <h3>Home</h3> <div class="checkbox"><span class="check"></span></div> </div> <div data-bactmln="ge_life-priorities_option_health_checked" class="priority cf health t-track-ge-life-priorities-option js-priority-option" tabindex="0" data-priority="health" role="checkbox" aria-checked="false"> <div class="icon-prioritie"> <img src="/content/dam/ML/your-life-priorities-landing-page/icons/GE-Prioritize-bofa-icn-health.png"> </div> <h3>Health</h3> <div class="checkbox"><span class="check"></span></div> </div> <div data-bactmln="ge_life-priorities_option_family_checked" class="priority cf family t-track-ge-life-priorities-option js-priority-option" tabindex="0" data-priority="family" role="checkbox" aria-checked="false"> <div class="icon-prioritie"> <img src="/content/dam/ML/your-life-priorities-landing-page/icons/GE-Prioritize-bofa-icn-family.png"> </div> <h3>Family</h3> <div class="checkbox"><span class="check"></span></div> </div> <div data-bactmln="ge_life-priorities_option_leisure_checked" class="priority cf leisure t-track-ge-life-priorities-option js-priority-option" tabindex="0" data-priority="leisure" role="checkbox" aria-checked="false"> <div class="icon-prioritie"> <img src="/content/dam/ML/your-life-priorities-landing-page/icons/GE-Prioritize-bofa-icn-leisure.png"> </div> <h3>Leisure</h3> <div class="checkbox"><span class="check"></span></div> </div> <div data-bactmln="ge_life-priorities_option_giving_checked" class="priority cf giving t-track-ge-life-priorities-option js-priority-option" tabindex="0" data-priority="giving" role="checkbox" aria-checked="false"> <div class="icon-prioritie"> <img src="/content/dam/ML/your-life-priorities-landing-page/icons/GE-Prioritize-bofa-icn-giving.png"> </div> <h3>Giving</h3> <div class="checkbox"><span class="check"></span></div> </div> <div data-bactmln="ge_life-priorities_option_work_checked" class="priority cf work t-track-ge-life-priorities-option js-priority-option" tabindex="0" data-priority="work" role="checkbox" aria-checked="false"> <div class="icon-prioritie"> <img src="/content/dam/ML/your-life-priorities-landing-page/icons/GE-Prioritize-bofa-icn-work.png"> </div> <h3>Work</h3> <div class="checkbox"><span class="check"></span></div> </div> </div> </div> </div> <div class="slider-controls"> <div class="slider-arrow"> <a data-bactmln="ge_question-back_step3" href="#back-to-step-3" class="prev event-ge-previous-question-4 t-track-ge-question-back mobile-only js-back-btn"> <span aria-hidden="true">< </span> Back </a> <a data-bactmln="ge_question-back_step3" href="#back-to-step-3" class="prev event-ge-previous-question-4 t-track-ge-question-back desktop-only js-back-btn"> Back a step </a> </div> <div class="slider-arrow slider-arrow--next"> <a data-bactmln="ge_question-next_drive-deeper" href="#step-5" class="cta--btn dive-deeper event-ge-next-question-4 t-track-ge-question-next js-next-btn"> Tell us more </a> </div> </div> <div class="slider-options "> <a data-bactmln="ge_life-priorities_general-results" class="t-track-ge-life-priorities-general-results" href="#">No thanks. View general results now.</a> </div> </div> </div> </div> <div class="reorder-panel" style="display:none;"> <a href="#" data-bactmln="ge_reorder-panel_close" class="close-panel t-track-ge-reorder-panel-close">X CLOSE</a> <div class="wrapper"> <div class="life-priorities sortable"> <div data-bactmln="ge_reorder-panel_priority-option_finances" class="priority cf finances t-track-ge-reorder-panel-priority-option js-priority-option" tabindex="0" data-priority="finances" role="checkbox" aria-checked="false"> <div class="icon-prioritie"> <img src="/content/dam/ML/your-life-priorities-landing-page/icons/GE-Prioritize-bofa-icn-finances.png"> </div> <h3>Finances</h3> <div class="checkbox"><span class="check"></span></div> </div> <div data-bactmln="ge_reorder-panel_priority-option_home" class="priority cf home t-track-ge-reorder-panel-priority-option js-priority-option" tabindex="0" data-priority="home" role="checkbox" aria-checked="false"> <div class="icon-prioritie"> <img src="/content/dam/ML/your-life-priorities-landing-page/icons/GE-Prioritize-bofa-icn-home.png"> </div> <h3>Home</h3> <div class="checkbox"><span class="check"></span></div> </div> <div data-bactmln="ge_reorder-panel_priority-option_health" class="priority cf health t-track-ge-reorder-panel-priority-option js-priority-option" tabindex="0" data-priority="health" role="checkbox" aria-checked="false"> <div class="icon-prioritie"> <img src="/content/dam/ML/your-life-priorities-landing-page/icons/GE-Prioritize-bofa-icn-health.png"> </div> <h3>Health</h3> <div class="checkbox"><span class="check"></span></div> </div> <div data-bactmln="ge_reorder-panel_priority-option_family" class="priority cf family t-track-ge-reorder-panel-priority-option js-priority-option" tabindex="0" data-priority="family" role="checkbox" aria-checked="false"> <div class="icon-prioritie"> <img src="/content/dam/ML/your-life-priorities-landing-page/icons/GE-Prioritize-bofa-icn-family.png"> </div> <h3>Family</h3> <div class="checkbox"><span class="check"></span></div> </div> <div data-bactmln="ge_reorder-panel_priority-option_leisure" class="priority cf leisure t-track-ge-reorder-panel-priority-option js-priority-option" tabindex="0" data-priority="leisure" role="checkbox" aria-checked="false"> <div class="icon-prioritie"> <img src="/content/dam/ML/your-life-priorities-landing-page/icons/GE-Prioritize-bofa-icn-leisure.png"> </div> <h3>Leisure</h3> <div class="checkbox"><span class="check"></span></div> </div> <div data-bactmln="ge_reorder-panel_priority-option_giving" class="priority cf giving t-track-ge-reorder-panel-priority-option js-priority-option" tabindex="0" data-priority="giving" role="checkbox" aria-checked="false"> <div class="icon-prioritie"> <img src="/content/dam/ML/your-life-priorities-landing-page/icons/GE-Prioritize-bofa-icn-giving.png"> </div> <h3>Giving</h3> <div class="checkbox"><span class="check"></span></div> </div> <div data-bactmln="ge_reorder-panel_priority-option_work" class="priority cf work t-track-ge-reorder-panel-priority-option js-priority-option" tabindex="0" data-priority="work" role="checkbox" aria-checked="false"> <div class="icon-prioritie"> <img src="/content/dam/ML/your-life-priorities-landing-page/icons/GE-Prioritize-bofa-icn-work.png"> </div> <h3>Work</h3> <div class="checkbox"><span class="check"></span></div> </div> </div> <div class="done-btn"> <a data-bactmln="ge_reorder-panel_done" href="#" class="t-track-ge-reorder-panel-done cta--btn" id="done"> Done <span class="arrow"></span> </a> </div> </div> </div> <div class="ge-answers expanded " style="display: none;"> <div class="headline" style="background-image:url(/content/dam/ML/lifegoals/GettyImages-77050777.jpg);"> <div class="headline-content"> <h1><a href="#" role="heading" aria-level="1">Finally, tell us about your goals</a></h1> <p>Now that you've selected your priorities, tell us a little about your goals below.</p> </div> <span class="steps"> Or, to view general results, <a data-bactmln="ge_statement_general-results" class="t-track-ge-statement-general-results" href="#">click here.</a> </span> </div> <div class="side-nav"> <a href="#" class="to-top">TOP</a> <a href="#" data-bactmln="ge_side-nav_item_edit" class="edit has-tooltip t-track-ge-side-nav-item" id="order-priority"> EDIT <div class="tooltip arrow-right"> <p>Add or remove priorities at any time.</p> </div> </a> <ul class="sortable-list"> <li class="finances" style="display:none;"> <a data-bactmln="ge_side-nav_item_finances-summary" href="#finances-summary" class="icon icon-sortable-finances t-track-ge-side-nav-item" aria-label="finances"></a> </li> <li class="home" style="display:none;"> <a data-bactmln="ge_side-nav_item_home-summary" href="#home-summary" class="icon icon-sortable-home t-track-ge-side-nav-item" aria-label="home"></a> </li> <li class="health" style="display:none;"> <a data-bactmln="ge_side-nav_item_health-summary" href="#health-summary" class="icon icon-sortable-health t-track-ge-side-nav-item" aria-label="health"></a> </li> <li class="family" style="display:none;"> <a data-bactmln="ge_side-nav_item_family-summary" href="#family-summary" class="icon icon-sortable-family t-track-ge-side-nav-item" aria-label="family"></a> </li> <li class="leisure" style="display:none;"> <a data-bactmln="ge_side-nav_item_leisure-summary" href="#leisure-summary" class="icon icon-sortable-leisure t-track-ge-side-nav-item" aria-label="leisure"></a> </li> <li class="giving" style="display:none;"> <a data-bactmln="ge_side-nav_item_giving-summary" href="#giving-summary" class="icon icon-sortable-giving t-track-ge-side-nav-item" aria-label="giving"></a> </li> <li class="work" style="display:none;"> <a data-bactmln="ge_side-nav_item_work-summary" href="#work-summary" class="icon icon-sortable-work t-track-ge-side-nav-item" aria-label="work"></a> </li> </ul> <a href="#" data-bactmln="ge_side-nav_item_order" class="order t-track-ge-side-nav-item">ORDER</a> <a href="#" data-bactmln="ge_side-nav_results" class="view-results event-ge-view-results t-track-ge-side-nav-results">RESULT</a> </div> <div class="sortable-list"> <div class="summary finances " id="finances-summary" style="display: none;"> <h2 class="summary-header finances">Finances</h2> <div class="statements cf"> <div class="Finances ge-statement"> <div id="ext-comp-22514" data-bactmln="ge-statement_option_finances_i-want-to-make-sure-i-rsquo-m-saving-enough-for-retirement-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I want to make sure I’m saving enough for retirement. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-22513" data-bactmln="ge-statement_option_finances_i-want-to-be-prepared-for-the-unexpected-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I want to be prepared for the unexpected. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-22512" data-bactmln="ge-statement_option_finances_i-want-to-have-enough-cash-to-cover-my-monthly-expenses-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I want to have enough cash to cover my monthly expenses. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-22515" data-bactmln="ge-statement_option_finances_i-m-worried-my-investments-are-too-risky-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I'm worried my investments are too risky. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-22516" data-bactmln="ge-statement_option_finances_i-want-to-ensure-my-investments-match-my-values-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I want to ensure my investments match my values. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-22517" data-bactmln="ge-statement_option_finances_i-want-to-make-sure-i-have-the-right-amount-of-cash-on-hand-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I want to make sure I have the right amount of cash on hand. </p> <div class="checkbox"><span class="check"></span></div> </div> </div> <div class="summary-statements__actions"> <a data-bactmln="ge_statement_expand" class="summary-statements__expand js-expand-options t-track-ge-statement-expand" href="#expand"><span class="expand-text">Expand for more options</span> <span class="expand">+</span></a> <a data-bactmln="ge_statement_hide" class="summary-statements__hide js-hide-options t-track-ge-statement-hide" href="#hide" style="display: none;"><span class="expand-text">Hide options</span> <span>-</span></a> <div data-bactmln="ge_summary-statement-not-apply_finances" class="checkbox clear-selections t-track-ge-summary-statement-not-apply" tabindex="0" role="checkbox" aria-checked="false"><span class="check"></span></div> </div> </div> </div> <div class="summary home " id="home-summary" style="display: none;"> <h2 class="summary-header home">Home</h2> <div class="statements cf"> <div class="Home ge-statement"> <div id="ext-comp-40976" data-bactmln="ge-statement_option_home_i-want-to-make-sure-i-have-enough-cash-to-capitalize-on-investment-opportunities-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I want to make sure I have enough cash to capitalize on investment opportunities. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-40975" data-bactmln="ge-statement_option_home_i-m-interested-in-funding-a-down-payment-on-a-new-home-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I'm interested in funding a down payment on a new home. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-40977" data-bactmln="ge-statement_option_home_i-want-to-have-a-financial-strategy-in-place-for-opportunities-like-a-vacation-home-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I want to have a financial strategy in place for opportunities like a vacation home. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-40972" data-bactmln="ge-statement_option_home_i-m-interested-in-increasing-the-value-of-my-home-by-renovating-it-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I'm interested in increasing the value of my home by renovating it. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-40973" data-bactmln="ge-statement_option_home_i-d-like-to-remodel-or-renovate-my-house-without-jeopardizing-other-goals-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I'd like to remodel or renovate my house without jeopardizing other goals. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-40974" data-bactmln="ge-statement_option_home_i-want-to-purchse-a-new-home-when-i-retire-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I want to purchse a new home when I retire. </p> <div class="checkbox"><span class="check"></span></div> </div> </div> <div class="summary-statements__actions"> <a data-bactmln="ge_statement_expand" class="summary-statements__expand js-expand-options t-track-ge-statement-expand" href="#expand"><span class="expand-text">Expand for more options</span> <span class="expand">+</span></a> <a data-bactmln="ge_statement_hide" class="summary-statements__hide js-hide-options t-track-ge-statement-hide" href="#hide" style="display: none;"><span class="expand-text">Hide options</span> <span>-</span></a> <div data-bactmln="ge_summary-statement-not-apply_home" class="checkbox clear-selections t-track-ge-summary-statement-not-apply" tabindex="0" role="checkbox" aria-checked="false"><span class="check"></span></div> </div> </div> </div> <div class="summary health " id="health-summary" style="display: none;"> <h2 class="summary-header health">Health</h2> <div class="statements cf"> <div class="Health ge-statement"> <div id="ext-comp-19574" data-bactmln="ge-statement_option_health_i-want-to-protect-my-family-rsquo-s-income-in-case-of-an-unexpected-disability-or-death-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I want to protect my family’s income in case of an unexpected disability or death. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-19577" data-bactmln="ge-statement_option_health_i-rsquo-m-not-sure-how-to-plan-for-my-family-s-future-healthcare-needs-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I’m not sure how to plan for my family's future healthcare needs. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-19572" data-bactmln="ge-statement_option_health_i-don-rsquo-t-want-to-deplete-my-assets-to-pay-for-healthcare-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I don’t want to deplete my assets to pay for healthcare. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-19573" data-bactmln="ge-statement_option_health_i-need-to-know-more-about-what-medicare-does-and-doesn-rsquo-t-cover-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I need to know more about what Medicare does and doesn’t cover. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-19575" data-bactmln="ge-statement_option_health_i-rsquo-m-concerned-about-the-rising-cost-of-healthcare-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I’m concerned about the rising cost of healthcare. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-19576" data-bactmln="ge-statement_option_health_i-need-to-prepare-for-long-term-care-needs-for-myself-and-my-spouse-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I need to prepare for long-term care needs for myself and my spouse. </p> <div class="checkbox"><span class="check"></span></div> </div> </div> <div class="summary-statements__actions"> <a data-bactmln="ge_statement_expand" class="summary-statements__expand js-expand-options t-track-ge-statement-expand" href="#expand"><span class="expand-text">Expand for more options</span> <span class="expand">+</span></a> <a data-bactmln="ge_statement_hide" class="summary-statements__hide js-hide-options t-track-ge-statement-hide" href="#hide" style="display: none;"><span class="expand-text">Hide options</span> <span>-</span></a> <div data-bactmln="ge_summary-statement-not-apply_health" class="checkbox clear-selections t-track-ge-summary-statement-not-apply" tabindex="0" role="checkbox" aria-checked="false"><span class="check"></span></div> </div> </div> </div> <div class="summary family " id="family-summary" style="display: none;"> <h2 class="summary-header family">Family</h2> <div class="statements cf"> <div class="Family ge-statement"> <div id="ext-comp-143302" data-bactmln="ge-statement_option_family_i-want-to-make-sure-i-have-enough-to-send-my-children-or-grandchildren-to-the-college-of-their-choice-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I want to make sure I have enough to send my children or grandchildren to the college of their choice. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-143305" data-bactmln="ge-statement_option_family_i-want-to-make-sure-my-family-is-protected-if-anything-happens-to-me-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I want to make sure my family is protected if anything happens to me. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-143303" data-bactmln="ge-statement_option_family_i-want-to-prepare-for-the-care-of-my-aging-parents-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I want to prepare for the care of my aging parents. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-143304" data-bactmln="ge-statement_option_family_i-rsquo-d-like-to-financially-support-some-of-my-family-members-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I’d like to financially support some of my family members. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-143306" data-bactmln="ge-statement_option_family_i-want-to-protect-what-i-rsquo-ve-built-so-i-can-pass-it-on-to-my-children-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I want to protect what I’ve built so I can pass it on to my children. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-143307" data-bactmln="ge-statement_option_family_i-want-to-give-my-heirs-more-than-just-money-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I want to give my heirs more than just money. </p> <div class="checkbox"><span class="check"></span></div> </div> </div> <div class="summary-statements__actions"> <a data-bactmln="ge_statement_expand" class="summary-statements__expand js-expand-options t-track-ge-statement-expand" href="#expand"><span class="expand-text">Expand for more options</span> <span class="expand">+</span></a> <a data-bactmln="ge_statement_hide" class="summary-statements__hide js-hide-options t-track-ge-statement-hide" href="#hide" style="display: none;"><span class="expand-text">Hide options</span> <span>-</span></a> <div data-bactmln="ge_summary-statement-not-apply_family" class="checkbox clear-selections t-track-ge-summary-statement-not-apply" tabindex="0" role="checkbox" aria-checked="false"><span class="check"></span></div> </div> </div> </div> <div class="summary leisure " id="leisure-summary" style="display: none;"> <h2 class="summary-header leisure">Leisure</h2> <div class="statements cf"> <div class="Leisure ge-statement"> <div id="ext-comp-17777" data-bactmln="ge-statement_option_leisure_i-want-to-pursue-activities-like-travel-without-worrying-about-my-long-term-financial-security-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I want to pursue activities like travel without worrying about my long-term financial security. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-282032" data-bactmln="ge-statement_option_leisure_i-rsquo-m-interested-in-spending-more-time-pursuing-interests-like-traveling-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I’m interested in spending more time pursuing interests, like traveling. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-282035" data-bactmln="ge-statement_option_leisure_it-rsquo-s-important-to-be-able-to-spend-my-free-time-with-my-family-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>It’s important to be able to spend my free time with my family. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-282033" data-bactmln="ge-statement_option_leisure_i-want-to-be-prepared-to-make-a-large-purchase-such-as-a-boat-art-or-an-antique-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I want to be prepared to make a large purchase, such as a boat, art or an antique. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-282034" data-bactmln="ge-statement_option_leisure_i-want-flexibility-to-discover-new-passions-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I want flexibility to discover new passions. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-282036" data-bactmln="ge-statement_option_leisure_i-might-be-retiring-but-i-still-want-to-have-fun-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I might be retiring but I still want to have fun. </p> <div class="checkbox"><span class="check"></span></div> </div> </div> <div class="summary-statements__actions"> <a data-bactmln="ge_statement_expand" class="summary-statements__expand js-expand-options t-track-ge-statement-expand" href="#expand"><span class="expand-text">Expand for more options</span> <span class="expand">+</span></a> <a data-bactmln="ge_statement_hide" class="summary-statements__hide js-hide-options t-track-ge-statement-hide" href="#hide" style="display: none;"><span class="expand-text">Hide options</span> <span>-</span></a> <div data-bactmln="ge_summary-statement-not-apply_leisure" class="checkbox clear-selections t-track-ge-summary-statement-not-apply" tabindex="0" role="checkbox" aria-checked="false"><span class="check"></span></div> </div> </div> </div> <div class="summary giving " id="giving-summary" style="display: none;"> <h2 class="summary-header giving">Giving</h2> <div class="statements cf"> <div class="Giving ge-statement"> <div id="ext-comp-815043" data-bactmln="ge-statement_option_giving_i-want-to-make-sure-i-rsquo-m-able-to-give-to-the-causes-i-care-about-mdash-even-in-retirement-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I want to make sure I’m able to give to the causes I care about — even in retirement. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-815047" data-bactmln="ge-statement_option_giving_i-rsquo-m-interested-in-fostering-the-financial-and-social-responsibility-of-my-heirs-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I’m interested in fostering the financial and social responsibility of my heirs. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-815042" data-bactmln="ge-statement_option_giving_i-m-interested-in-leaving-the-right-philanthropic-legacy-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I'm interested in leaving the right philanthropic legacy. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-815044" data-bactmln="ge-statement_option_giving_i-want-to-do-more-than-occasional-charitable-donations-but-i-rsquo-m-not-sure-where-to-start-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I want to do more than occasional charitable donations, but I’m not sure where to start. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-815045" data-bactmln="ge-statement_option_giving_i-want-to-reduce-my-tax-burden-while-supporting-charities-i-believe-in-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I want to reduce my tax burden while supporting charities I believe in. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-815046" data-bactmln="ge-statement_option_giving_i-rsquo-d-like-to-ensure-my-wealth-is-transferred-in-a-way-that-maximizes-inheritance-for-my-heirs-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I’d like to ensure my wealth is transferred in a way that maximizes inheritance for my heirs. </p> <div class="checkbox"><span class="check"></span></div> </div> </div> <div class="summary-statements__actions"> <a data-bactmln="ge_statement_expand" class="summary-statements__expand js-expand-options t-track-ge-statement-expand" href="#expand"><span class="expand-text">Expand for more options</span> <span class="expand">+</span></a> <a data-bactmln="ge_statement_hide" class="summary-statements__hide js-hide-options t-track-ge-statement-hide" href="#hide" style="display: none;"><span class="expand-text">Hide options</span> <span>-</span></a> <div data-bactmln="ge_summary-statement-not-apply_giving" class="checkbox clear-selections t-track-ge-summary-statement-not-apply" tabindex="0" role="checkbox" aria-checked="false"><span class="check"></span></div> </div> </div> </div> <div class="summary work " id="work-summary" style="display: none;"> <h2 class="summary-header work">Work</h2> <div class="statements cf"> <div class="Work ge-statement"> <div id="ext-comp-903482" data-bactmln="ge-statement_option_work_i-want-to-begin-a-second-career-or-start-a-business-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I want to begin a second career or start a business. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-903487" data-bactmln="ge-statement_option_work_i-want-to-use-all-the-workplace-benefits-that-i-rsquo-m-entitled-to-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I want to use all the workplace benefits that I’m entitled to. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-903486" data-bactmln="ge-statement_option_work_i-don-rsquo-t-want-to-stop-working-but-i-rsquo-d-like-to-take-a-couple-of-years-off-when-i-retire-_checked" class="statement js-statement-option t-track-ge-statement-option" tabindex="0" role="checkbox" aria-checked="false"> <p>I don’t want to stop working, but I’d like to take a couple of years off when I retire. </p> <div class="checkbox"><span class="check"></span></div> </div> <div id="ext-comp-903483" data-bactmln="ge-statement_option_work_i-need-to-make-sure-i-rsquo-m-taking-care-of-my-employees-_checked" class="statement js-statement-option 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class="text-broker parbase section"> <div><h2 style="font-size: 12.0px; color: rgb(0,0,0);">Investment, insurance and annuity products:<br> </h2> <div class="disclosure important"><table style="font-size: 18.0px;" role="presentation"> <tbody><tr><td><b>Are Not FDIC Insured</b></td> <td><b>Are Not Bank Guaranteed</b></td> <td><b>May Lose Value</b></td> </tr><tr><td><b>Are Not Deposits</b></td> <td><b>Are Not Insured by Any Federal Government Agency</b></td> <td><b>Are Not a Condition to Any Banking Service or Activity</b></td> </tr></tbody></table> </div> <p style="font-size: 12.0px;"><b>Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.</b><br> </p> <p style="font-size: 12.0px;">Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.<br> <b></b></p> <p style="font-size: 12.0px;">This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our <a href="https://olui2.fs.ml.com/publish/content/application/pdf/GWMOL/Client_Relationship_Summary_CRS.pdf" target="_blank">Client Relationship Summary</a>. </p> <p style="font-size: 12.0px;">This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.</p> <p style="font-size: 12.0px;">Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, <a href="https://www.sipc.org/" title="Member SIPC" target="_blank">Member SIPC</a> and a wholly owned subsidiary of BofA Corp.</p> <p style="font-size: 12.0px;">Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.<br> </p> <p style="font-size: 12.0px;">Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.</p> <p style="font-size: 12.0px;">Bank of America Private Bank is a division of Bank of America, N.A.</p> <p style="font-size: 12.0px;">U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation.<br> </p> <p style="font-size: 12.0px;">Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.</p> </div> </div> </div> </div> </div> <div class="footer-post-individual-par parsys"> </div> </div> <div class="footer-right"> <span class="footer-legal"> <div class="footerrightpar iparsys parsys"><div class="section"><div class="new"></div> </div><div class="iparys_inherited"><div class="footerrightpar iparsys parsys"><div class="text parbase section"> </div> </div> </div> </div> © <span id="copyRightYear"></span><script type="text/javascript" language="javascript">'use strict';var today=new Date;document.getElementById("copyRightYear").outerHTML=today.getFullYear();</script> Bank of America Corporation. 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