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LGBTQ+ Healthcare Issues: Cost-Saving Tips & Strategies

WebIn fact, according to an in-depth study conducted by Merrill, affluent LGBTQ+ individuals are one-third more likely to be concerned about paying for medical care than the general …

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Financial Wellness Tips to Boost Your Financial Fitness

WebLearn about health savings accounts.” The list goes on … Grab a cup of coffee and listen, then share with your friends. Connect with a Private Client Advisor Learn more about the …

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Wealth Planning Strategies and Management Solutions

WebBank of America Private Bank's experienced planning professionals work with you and your other professional advisors to help integrate your current objectives and long-term goals …

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See what's new in our mobile app

WebSign in and access your BofA Private Bank account. Login and get access to all the account features and benefits online. Get all the help you need and see the details to your trusts, …

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Understanding Your Paycheck: Pay, Benefits, & Taxes

WebSocial Security is a federal insurance program that provides benefits to retired people and those who are unemployed or disabled. Currently, the Social Security tax rate is 6.2% of …

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Providing wealth management services in McLean, VA

Web202.442.7441. Office Details | Get Directions. Bank of America Private Bank. 100 International Drive 10th Floor Baltimore, MD 21201. 800.527.5394. Office Details | Get …

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Executive Wealth Management Strategies and Considerations

WebFor example, you might choose a health savings account (HSA) coupled with a high-deductible health plan. Many who use HSAs focus on the immediate availability of pre …

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Estate and Gift Tax Exemption Sunset: How to Prepare

WebThe simplest strategy is a direct gift of cash, securities or other assets with a value up to the lifetime exemption. Keep in mind that you have other avenues for tax-advantaged gifting …

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Life Changes and Decisions That Can Impact Your Taxes

WebSee if your employer offers a high-deductible health plan that enables you to make contributions to a qualifying health savings account (HSA). If you otherwise meet the …

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Bank of America Private Bank Locations in McLean, VA

WebBank of America Private Bank. 8300 Greensboro Dr. Suite 360 McLean, VA 22102. 703.761.8366. Office Details | Get Directions. Find an advisor by name.

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Finding The Right Person to Run The Family Office

WebDefine the salary, annual bonus, retirement plan option, health insurance, and signing bonus. Establish annual and long-term performance goals and metrics to measure …

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Affluent Charitable Giving Trends and Statistics in 2022

WebThe top three of these causes included reproductive/health rights, women’s health, and addressing violence against women. Percentage of affluent households giving to …

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Setting Up a Family Office: Structure, Types, Benefits

WebBusiness Oversight: Manage real estate, private business interests and family partnerships. Portfolio Management: Develop investment policies, oversee advisors and monitor …

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Jennifer Chandler: Helping Philanthropists Change the World

WebAs head of Philanthropic Solutions for Bank of America Private Bank since February 2022, Jennifer Chandler oversees one of the largest and most experienced philanthropic teams …

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How to Implement a Collaborative Leadership Framework

WebTo start implementing a collaborative leadership model, an organization must have three key components: Clearly identified processes around allowing for adjustments along the way. …

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Disaster Relief Funds and Grants: Key Considerations

WebThe Center for Disaster Philanthropy (CDP) has defined the four stages of disaster response 1 along with opportunities for philanthropic support at each stage:. Resilience, risk …

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Why you need an estate plan

WebFinding a trusted advisor is the first step. Your advisor, working with a Bank of America 1 trust professional, may be able to help. They can provide an overview of the current …

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Benefits of Governance Budgets for Nonprofit Committees

WebIn fact, your nonprofit – and especially your investment committee – can benefit greatly by applying the principles of budgeting to your overall financial governance. “The budgeting …

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Talking About Money as a Couple: Finance Topics to Consider

WebHere are some topics to consider. The better you communicate about money, the better your chances for a successful relationship. Take time to gain a clear picture of your financial …

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Business Growth Strategies & Wealth Management Solutions

WebServices. Wealth Planning. Our sophisticated approaches to tax and estate planning can help you build, preserve, enjoy and share what you’ve earned. Drawing on our deep …

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RFP: A Complete Guide to the Request for Proposal Process

WebAn RFP is a document that facilitates the formalized bid-seeking process that a nonprofit organization conducts when searching for an investment service provider. The RFP …

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