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Long-Term Care

Long-Term Care

12/11/2017 - Long-term care planning can be a serious issue for those who find themselves in a situation where it is needed. Nearly 70% of Americans 65 and older will need long-term care.

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David Lerner Associates News

Marriage and MoneyMarriage and Money

12/09/2017 - Does speaking about your finances have an impact on how happy you are together? Finances are the leading cause of stress in American couples.

Millennials and MoneyMillennials and Money

12/06/2017 - With more and more Millennials in the workplace and the economy in a different situation than it was a decade ago, it is no wonder that many of them are finding it tough out there.

Small Business SaturdaySmall Business Saturday

12/04/2017 - Small Business Saturday is a special day set aside as part of an American Express program to encourage people nationwide to support small local businesses. It is held annually on the Saturday after Thanksgiving.

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Retirement Planning Information

Is Retirement Obsolete?Is Retirement Obsolete?

11/17/2017 - Times they are a-changing. Putting away money into a retirement annuity may not be enough anymore, and people are finding that they have to work longer than ever before.

Retirement Smart MillennialsRetirement Smart Millennials

08/25/2017 - Saving early and often is the key to long-term financial security. And Millennials are set to have a huge population of millionaires.

Rolling the Dice on Your RetirementRolling the Dice on Your Retirement

08/19/2017 - Gambling is a bad thing - unless done responsibly - as in done for entertainment purposes with money that you don't mind losing. There's no situation where a person would be ok with losing their retirement savings.

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Women's Financial Literacy

Financial Literacy and MillennialsFinancial Literacy and Millennials

03/22/2017 - While Millennials are a generation that is exceptional in many ways - better educated than their predecessors, more ethnically diverse, and more economically active - according to studies they struggle with personal finance.

All about Mutual FundsAll about Mutual Funds

03/13/2017 - If you don't know about mutual funds, you might be inclined to run for the hills when you hear the term. But understanding mutual funds is essential if you have any interest in investing your money.

Understanding Your FinancesUnderstanding Your Finances

03/07/2017 - Understanding your finances comes down to understanding just a few key elements, definitions, and numbers that make up the sum total of your financial life.

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