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David Lerner Associates: The College Application Process

David Lerner Associates: The College Application Process

07/31/2015 - Summer is almost over and there is much to look forward to as we move towards the fall. This is also the time of year when many families are embroiled in the college application process.

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David Lerner Associates News

Making the Leap from High School to CollegeMaking the Leap from High School to College

07/25/2015 - If your child is leaving for college in the fall you're probably worrying about their ability to make the leap from high school to college. For many, it can be quite an adjustment - especially if they are leaving home for the first time.

Optimizing Your Social Security Retirement BenefitsOptimizing Your Social Security Retirement Benefits

07/23/2015 - Optimizing your Social Security retirement benefits means getting the best return possible on each dollar you've contributed to the system over the years

David Lerner Associates: Women and Work David Lerner Associates: Women and Work

07/20/2015 - Why salary, benefits and work-life balance count. Now that women make up a large part of the workforce it's important for women to take charge of their career path and financial rewards.

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Retirement Planning Information

Moving from Work to RetirementMoving from Work to Retirement

07/21/2015 - As you near retirement age there are a lot of decisions to be made. The most important one is whether you can afford to retire, and if so, at what age?

Retirement Plan Considerations at Different Stages of LifeRetirement Plan Considerations at Different Stages of Life

07/13/2015 - Although it may not seem so at the start of your career retirement planning should always be a major part of your financial plan.

Retirement Income: The 3-Legged StoolRetirement Income: The 3-Legged Stool

06/14/2015 - Retirement income has been described as a "three-legged stool" composed of Social Security, traditional employer pension income and individual savings and investments.

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Women's Financial Literacy

The Difference Between Growth Investing and Value Investing The Difference Between Growth Investing and Value Investing

03/30/2015 - When you invest for growth, you are usually seeking capital appreciation over the long term A value investor looks for bargains, and chooses investments that have low prices in relation to such factors as earnings, sales, net current assets, and the book value of the issuing companies.

Comprehending Investment Terms and ConceptsComprehending Investment Terms and Concepts

03/15/2015 - There are some fundamental principles you should understand when evaluating an investment opportunity or making an investment decision. The most important principle is simply good common sense.

How to Create a Family EndowmentHow to Create a Family Endowment

02/25/2015 - A family endowment is something that may benefit everyone in a family - including you. The goals of an endowment are simple. Accumulate enough assets to allow you to live comfortably off the income during retirement and to maintain and preserve the principle for your loved ones and future generations.

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