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Author Archives: Carol Meyer

retirees
Money & Finance

Retired? Now What?

A survey from Merrill Lynch explores Americans' attitudes toward leisure in retirement-and how to make the most of that newfound freedom. Having time for yourself can take some getting used to. "Most people do not automatically step into a life of leisure when they retire-usually they need a transitional phase,"… Read More
  • Carol Meyer |
  • August 29, 2018
financial issues
Money & Finance

Are You The Family Bank?

Sponsored Post If you are the person your family turns to for financial support, these insights from Merrill Lynch Wealth Management could help you figure out how to say yes—or no. Almost every family has one: the person everyone calls when money is tight and they need a helping hand.… Read More
  • Carol Meyer |
  • July 2, 2018
saving for retirement
Money & Finance

Save More for Retirement With These 5 Tips

Sponsored Post Even if you are juggling other financial goals, here are some steps from Merrill Lynch Wealth Management to help you get back on track. You are busy with your career, maybe buying a home, having kids, saving for college—even starting a business. It is the stuff of life—and saving for… Read More
  • Carol Meyer |
  • May 18, 2018
cognitive decline
Money & Finance

When Memory Fades: Planning for Care

    With the incidence of Alzheimer’s and other forms of cognitive decline projected to rise, this insight from Merrill Lynch Wealth Management could help you prepare financially for a day you hope never will come. More and more families today find themselves touched by the tragedy of Alzheimer’s. Forty-four… Read More
  • Carol Meyer |
  • April 26, 2018
financial impact of divorce
Marriage & Divorce

Minimizing the Financial Impact of Divorce

There are steps you should consider to minimize the financial impact of divorce, whether you're currently in the process of filing, recovering from one, or watching it unfold for a friend or family member. Take precautions The single most effective divorce tool is a carefully outlined prenuptial agreement. Although entering… Read More
  • Carol Meyer |
  • February 15, 2017
Money & Finance

Why Women Pay More for Health Care – and What You Can Do to Prepare

From longer life spans to gender-based premiums, a variety of factors can cause women's medical bills to rise in retirement. These strategies may help. WOMEN, ON AVERAGE, LIVE FIVE YEARS LONGER than men, but that's not the only reason their overall health care bills tend to be higher than men's.… Read More
  • Carol Meyer |
  • January 7, 2015
Money & Finance

Owning Their Success

Women overcome financial hurdles to start businesses at twice the rate of men. How they do it offers lessons for all aspiring entrepreneurs. They are owning their own success. The list of successful companies started by women includes many iconic brands—from Chanel to Learning Express, MinuteClinic to Zipcar. Network hardware… Read More
  • Carol Meyer |
  • December 21, 2014
Money & Finance

Women Power

Their growing clout—as entrepreneurs, executives and consumers—is changing how companies do business and spurring economic growth around the world. The first woman to hold a seat on the New York Stock Exchange, Muriel "Mickie" Siebert, passed away August 2013, leading many to look at how far women have come since… Read More
  • Carol Meyer |
  • November 10, 2014
Money & Finance

Eldercare: Will You Be Ready?

Whether you are caring for a loved one or are concerned that you will need care yourself, the emotional and financial costs can be life altering. It's critical to be prepared. There are few things more wrenching than realizing that an aging parent or loved one can no longer manage… Read More
  • Carol Meyer |
  • October 10, 2014
Career & Business

Women and Philanthropy: The Secret to Social Change

Here's something you might not know: If you want your philanthropic dollars to have the greatest impact, give them to organizations that benefit women and girls. "Research shows that's one of the most effective ways to change the world," says Gillian R. Howell, National Philanthropic Solutions Executive, U.S. Trust. "Improving… Read More
  • Carol Meyer |
  • September 23, 2014
Money & Finance

Annuities Aren’t Sexy But…

Annuities Aren't Sexy But...They Can Help Meet Retirement Goals: A key concern of many retirees is ensuring that they don’t outlive their wealth. One way to accomplish this is to consider making immediate annuities part of a well-diversified retirement portfolio. Annuities are the only financial instruments available today that, like… Read More
  • Carol Meyer |
  • July 8, 2014
Money & Finance

Could You Retire Now?

A comfortable and secure retirement is every worker’s dream, yet for many people, thinking about it can be overwhelming. Retirement is a goal to be relished, and the key is to be prepared. Answering these questions can help you figure out if you are ready to retire or not. 1.… Read More
  • Carol Meyer |
  • June 3, 2014

About Carol Meyer

Carol Meyer

Global Wealth & Investment Management Private Client Group Carol is the Senior Partner of The Meyer Tosha Group and is a Private Portfolio Manager in Dallas, Texas where she leads her team within the corporate structure of Merrill Lynch/Bank of America Private Client Group. Carol Joined Merrill Lynch in 1981 after she earned her BBA degree in Economics and Finance at the University of Nebraska and did postgraduate work at Princeton and Wharton School of Business. Ml.com