Events & Appearances
Executive Vice President
David Lerner Associates
04/18/2015 - When it comes to transitioning into retirement timing really is everything The age at which you retire can have an enormous impact on your overall retirement income situation so youll want to make sure youve considered your decision from every angle
David Lerner Associates News
04/16/2015 - As you transition into retirement, your priorities for and demands on your portfolio are likely to be different. Your asset allocation strategy will probably be different than the one you used when saving for retirement.
04/12/2015 - The IRS recently released its annual list of tax scams. The list reminds tax payers to use caution and avoid becoming victims of fraudulent tax schemes.
04/08/2015 - The U.S. Department of Veterans Affairs (VA) provides a tax-free, supplemental pension to qualifying wartime veterans and their families.The latest MAPR rates, effective December 1, 2014, are available on the U.S. Department of Veterans Affairs website.
Retirement Planning Information
04/14/2015 - The question is actually more complicated than it first appears, because it demands consideration on two levels - emotional and financial.
03/30/2015 - If you own a small company and you haven't established a retirement savings plan, National Retirement Planning Week is a perfect time to review the situation. A retirement plan can assist you and your employees save for the future.
03/29/2015 - Have you given any thought to how this lifestyle might change after retirement? It might be advisable to sit down with a professional financial planner who can guide you through your best options.
Financial Literacy Information
03/30/2015 - When you invest for growth, you are usually seeking capital appreciation over the long term A value investor looks for bargains, and chooses investments that have low prices in relation to such factors as earnings, sales, net current assets, and the book value of the issuing companies.
03/15/2015 - There are some fundamental principles you should understand when evaluating an investment opportunity or making an investment decision. The most important principle is simply good common sense.
02/25/2015 - A family endowment is something that may benefit everyone in a family - including you. The goals of an endowment are simple. Accumulate enough assets to allow you to live comfortably off the income during retirement and to maintain and preserve the principle for your loved ones and future generations.
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