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David Lerner Associates: New Study Reveals Who is Investing in Women

David Lerner Associates: New Study Reveals Who is Investing in Women

05/25/2016 - Bloomberg recently unveiled a study that investigates what the big financial players are doing to promote gender equality.

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David Lerner Associates News

David Lerner Associates: Elderly Financial AbuseDavid Lerner Associates: Elderly Financial Abuse

05/23/2016 - American seniors have historically been late adopters when it comes to technology. According to a Pew Research Center almost 90% of seniors with a college degree use the internet. With more and more mature Americans getting involved in the online community, the amount of scams targeting elders is ever on the rise.

David Lerner Associates: Millennials Can Create a Lifelong Wealth PlanDavid Lerner Associates: Millennials Can Create a Lifelong Wealth Plan

05/20/2016 - For a highly educated generation, Millennials show a surprising ineptitude in certain areas of money management. And a generation that lacks secure pensions will certainly need to prepare for their twilight years.

David Lerner Associates: Mother knows bestDavid Lerner Associates: Mother knows best

05/19/2016 - Motherly love goes a long way, and motherly advice apparently is more important than one might think. With Mother's Day recently being celebrated, as Americans armed themselves with bouquets of flowers, yummy chocolates and tear-jerking greeting cards, one thing that may not have been on the top of their list of things to consider was mom's money advice.

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Retirement Planning Information

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.

Baby Boomers Working in Retirement Need SkillsBaby Boomers Working in Retirement Need Skills

12/29/2015 - For many Baby Boomers in the U.S., working during retirement has become a necessary part of the plan. This could mean finding a new job or moving from full-time to part-time in the job they have now. A new study shows that the number of available jobs in the middle-skill level (41% of all jobs) is decreasing, while low-skill and high-skill jobs have increased. This means that Baby Boomers expecting to work in retirement might need to rethink their plan.

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Women's Financial Literacy

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.

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

10/20/2015 - 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.

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