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Building an Emergency Fund

Building an Emergency Fund

09/23/2017 - The purpose of an Emergency Fund is to improve financial security by creating a safety net of funds that can be used to meet emergency expenses as well as reduce the need to draw from high interest debt options, such as credit cards or unsecured loans.

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David Lerner Associates News

Students and Financial LiteracyStudents and Financial Literacy

09/23/2017 - With the push for American students to go to college and keep pace with the rising cost of higher education, the financial literacy gap leads many students to make painful early mistakes and financial blunders.

Student Debt vs Retirement PlanningStudent Debt vs Retirement Planning

09/20/2017 - Student loan debt is something that can follow graduates for the rest of their lives if they don't actively work to pay it off quickly and not just make minimum payments toward the interest of the loan.

Life Insurance for Small Business OwnersLife Insurance for Small Business Owners

09/18/2017 - As a small business owner, your family members aren't the only people depending on you. Your death could be a disaster for your employees and partners, and it could sink the company you worked so hard to build.

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Retirement Planning Information

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.

How Life Insurance Could Help Your RetirementHow Life Insurance Could Help Your Retirement

08/07/2017 - A successful retirement is all about making sure you have enough savings to pay your bills and still be able to enjoy a comfortable lifestyle. If structured the right way, a life insurance policy could be the perfect life preserver in retirement.

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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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