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Top Financial Mistakes That Effect Your Retirement

Top Financial Mistakes That Effect Your Retirement

09/23/2016 - As retirement approaches more and more Baby Boomers are taking stock of their financial decisions along the road to their golden years.

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David Lerner Associates News

Women and Life InsuranceWomen and Life Insurance

09/21/2016 - Women have more financial responsibilities than ever before. The hard truth is that death is inescapable, short of someone discovering a way to reverse aging permanently, and life insurance is not like other types of insurance. It's the only kind of insurance where the policyholder is guaranteed to need it at some point in time.

Life Insurance and Small BusinessLife Insurance and Small Business

09/20/2016 - When faced with the death of a small business owner, it can be the source of great instability. Besides personal loss it raises logistical questions involving the replacement of key leadership going forward.

Reaching Goals of Financial SuccessReaching Goals of Financial Success

09/19/2016 - Saving for retirement, taking care of one's family, eating healthier, exercising more - these are goals that a lot of people have. Sometimes it's difficult to achieve those goals when temptations lead us astray. We want to save for retirement, but then we conveniently forget our budget constraints when making a purchase.

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Retirement Planning Information

Retirement Costs and Savings for BoomersRetirement Costs and Savings for Boomers

09/16/2016 - Retirement should be time of relaxation and reflection, not panic. For many people, the realities of what it takes to retire have snuck up on them.

Retirement and Long Term CareRetirement and Long Term Care

08/02/2016 - Nearly 70% of Americans 65 and older need long-term care at some point, according to the U.S. Department of Health and Human Services.

The Retirement Spending SmileThe 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.

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Women's Financial Literacy

Smart Financial Advice for Female Entrepreneurs 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.

US Not in Top 10 for Basic Financial Literacy TestUS 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!

The Key to Understanding Your FinancesThe 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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