Featured Story

Retirement Tip for Entrepreneurs

Retirement Tip for Entrepreneurs

02/21/2017 - Entrepreneurs and small business owners often think that their only retirement plan involves an IRA. The 401(k) was historically only used by large companies and their employees, however, it has evolved into a flexible savings vehicle for people outside of corporate America.

More »

David Lerner Associates News

Why Write a Business PlanWhy Write a Business Plan

02/20/2017 - Writing a business plan doesn't have to take months, compiling pages and pages of text. You can create a plan in under a month, working at your own pace. Use a presentation format like PowerPoint or Keynote to save time, and make it easier to share.

Top Scams of 2016 - Continue in 2017Top Scams of 2016 - Continue in 2017

02/17/2017 - Tax scams are still at the top of the list for the past two years, despite a police raid in India in September, which resulted in a huge drop in reported incidents.

What Most People DonWhat Most People Don't Understand About 401(k) Plans

02/16/2017 - A 401(k) plan is something that not everyone has. In fact, an incredible 68% of Americans are not saving in an employer-sponsored retirement plan.

More »

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.

More »

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.

More »