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Long-Term Care and Retirement

Long-Term Care and Retirement

04/25/2017 - Many Americans are under prepared for retirement. Nearly half of families have no retirement account savings at all. Have you considered what you would do if you were hit with an additional half million dollars in health care costs?

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David Lerner Associates News

Retirement Planning for CouplesRetirement Planning for Couples

04/23/2017 - Retirement planning is an essential activity in your financial life, but that's all very well if you're just planning for yourself. Here are some tips for couples.

How to Keep Your Finances StableHow to Keep Your Finances Stable

04/18/2017 - Here are some things that can be done to weather a potential financial storm.

Tax SeasonTax Season

04/17/2017 - March is a great time to take stock of your financial situation and get your fiscal affairs in order. March 15 was the due date for corporate tax returns and also marks one month before personal tax returns are due - Tuesday, April 18.

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Retirement Planning Information

Financial Literacy for RetirementFinancial Literacy for Retirement

04/20/2017 - Studies have found that Americans in their retirement years gradually lose the ability to manage their money. In other words, the ability to answer basic financial literacy questions wanes as age increases.

Retirement Planning for EntrepreneursRetirement Planning for Entrepreneurs

03/20/2017 - Most of the time entrepreneurs are caught up with the stresses and details of running a small business and sometimes don't have the time or resources to plan for their own financial future.

Retirement for CouplesRetirement for Couples

03/10/2017 - Couples usually approach their golden years as a team, but not always when it comes to planning. Only about one third of couples have even discussed their retirement plans.

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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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