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Small Business Life Insurance

Small Business Life Insurance

05/26/2017 - When a small business owner passes away it can be the center of turmoil and instability.

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David Lerner Associates News

Simplify Your FinancesSimplify Your Finances

05/24/2017 - Tax season is over and here are a few ways to simplify and take control of your finances for the rest of the year.

Finance Tips for Small BusinessFinance Tips for Small Business

05/22/2017 - Starting your own business can be a huge challenge and a stressful endeavor. Here are some tips that should help you navigate the journey of self-employment.

Mothers Day Money Lessons for WomenMothers Day Money Lessons for Women

05/20/2017 - Mother's Day was May 14th this year, and to celebrate moms and women everywhere, we are taking a look at some money lessons for women.

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Retirement Planning Information

Long-Term Care and RetirementLong-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?

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.

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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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