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Common Investment Mistakes

Common Investment Mistakes

08/21/2017 - Making investment mistakes can be very costly, for obvious reasons, and so they should be avoided if possible. But faced with a multitude of investment choices, it can be easy to become overwhelmed and fall into poor decisions.

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David Lerner Associates News

Social Security and Your PortfolioSocial Security and Your Portfolio

08/17/2017 - You may be counting on Social Security for your retirement years, but if you're not counting Social Security as a part of your overall asset allocation, you may be missing out on bigger gains in your retirement savings portfolio.

Budgeting Tips Budgeting Tips

08/15/2017 - Living within your means is the surest way to not fall into a bottomless pit of debt. But that means really taking your financial life by the horns.

Emergency Funds, Baby Boomers and MillennialsEmergency Funds, Baby Boomers and Millennials

08/13/2017 - Since the 2008 economic crash Americans are saving more than they have in the last 7 years. Even so, nearly a quarter of the population has no emergency savings.

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Retirement Planning Information

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.

Is it Possible to Retire Wealthy?Is it Possible to Retire Wealthy?

06/14/2017 - The idea of retiring a wealthy person is certainly an attractive idea. But how realistic is it?

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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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