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David Lerner Associates: Divorce Derailing Your Retirement Fund?

David Lerner Associates: Divorce Derailing Your Retirement Fund?

07/27/2016 - Just as getting married involves financial decisions, so does divorce. Splitting up your assets is one of the main areas of concern - and this includes investments and retirement accounts. It's important for each of the partners to retain some of the retirement fund.

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David Lerner Associates News

David Lerner Associates: 5 Personal Finance Tips for WomenDavid Lerner Associates: 5 Personal Finance Tips for Women

07/25/2016 - While most financial tips apply to everyone, there are some that are more relevant to women. 90% of women will have to manage their finances on their own at some point in their life, and unfortunately, too many women lack confidence, and may hesitate to take control of their finances.

David Lerner Associates: How to Simplify Your FinancesDavid Lerner Associates: How to Simplify Your Finances

07/22/2016 - Simplifying your finances is an activity that we could all benefit from. In a Pew Trusts study, it was revealed that 1 in 5 Americans say that they are not planning for retirement.

David Lerner Associates: Finance tips for Small BusinessDavid Lerner Associates: Finance tips for Small Business

07/21/2016 - Being an entrepreneur can be a stressful and challenging endeavor but also incredibly exciting and rewarding. There is no end to the many financial, legal, staffing, marketing, and customer issues that will come up as you launch your business.

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Retirement Planning Information

David Lerner Associates: The Retirement Spending SmileDavid Lerner Associates: The Retirement Spending Smile

06/22/2016 - Most people assume that once you retire, your spending pattern will be the same year-to-year. Research has shown that this, in fact, is not the case. Two studies came to the same conclusion. We spend more at the beginning of retirement and again towards the end. The graph of a retiree's spending pattern looks like a big smile.

David Lerner Associates: How to Fix Your Retirement PlanningDavid Lerner Associates: How to Fix Your Retirement Planning

02/22/2016 - Retirement planning can be an activity that if done right, could provide a much needed comfort zone post-employment. However, there are some pitfalls and definite ways to do it wrong. Here are some of the major errors that are made in the planning process, and how to correct them.

Rethink Your Retirement StrategiesRethink Your Retirement Strategies

01/07/2016 - One important area of your financial well-being you should be thinking about in January is retirement. The good news is that Americans saved more in 2015 - 5.1% up from 4.6% in 2013. The bad news is that less of this money went to retirement funds.

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Women's Financial Literacy

David Lerner Associates: Smart Financial Advice for Female Entrepreneurs David Lerner Associates: Smart Financial Advice for Female Entrepreneurs

05/10/2016 - Although there have been some real advances for women in the workplace over the past decade, there are still challenges. One way to circumvent these challenges is to start your own business.

David Lerner Associates: US Not in Top 10 for Basic Financial Literacy TestDavid Lerner Associates: US Not in Top 10 for Basic Financial Literacy Test

04/05/2016 - When it comes to managing our personal finances, it appears that Americans could use a little help. In a recent global quiz, Americans did not even make the top 10!

David Lerner Associates: The Key to Understanding Your FinancesDavid Lerner Associates: The Key to Understanding Your Finances

02/24/2016 - Fortunately, understanding your finances is not as daunting as it might sound. It comes down to understanding some key elements, definitions, and numbers that make up the sum total of your financial life. Here are the things you'll need to know in order to get a good picture of your fiscal health and help you understand your finances.

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