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Financial Planning and You

Financial Planning and You

10/21/2016 - The fact that October is Financial Planning Month should not escape your attention. Making sure that you have a plan in place is essential if you want to live your life without worrying.

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David Lerner Associates News

Women and Their FinancesWomen and Their Finances

10/19/2016 - Surveys show that one quarter of the women in the United States are the primary financial decision makers in their households.

Cyber Security AwarenessCyber Security Awareness

10/18/2016 - October is National Cyber Security Awareness Month. With more and more mature Americans getting involved in the online community, the amount of scams targeting elders is ever on the rise.

Financial EducationFinancial Education

10/17/2016 - October is National Learning and Development Month. It's important in both your professional and personal lives to keep learning, broadening, and advancing your skills. Especially when it comes to your financial education.

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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.

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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.

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