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Retirement Tips for Young Couples

Retirement Tips for Young Couples

10/20/2017 - One of the greatest things that young adults have in their favor is time, especially when it comes to retirement planning.

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David Lerner Associates News

Reaching for Financial SuccessReaching for Financial Success

10/19/2017 - While we might have a lot in common, goals and especially goals for financial success, not to mention the definition of financial success, can vary from one person to another. Here are some tips to make the journey to financial success easier on you.

Women and Retirement PlanningWomen and Retirement Planning

10/16/2017 - Women are wonderful. They outlive men by three to four years on average, and as a consequence, they represent the majority of older Americans. However, on average, they have fewer years of work and lower earnings.

Social Security Myths  Social Security Myths

10/13/2017 - Retirees and future retirees depend on, or will depend on, income from Social Security to help provide a financially comfortable lifestyle, but there is a lot of misinformation out there about the program. Here are some common Social Security myths.

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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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