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Americans and Financial Planning

Americans and Financial Planning

11/23/2017 - Planning for your financial future should not be something that is an afterthought. Unfortunately, it seems that many American families are not taking control of the situation, and this could leave them in trouble later on in life.

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David Lerner Associates News

Self Employment and InsuranceSelf Employment and Insurance

11/20/2017 - Insurance can provide certain protection if you have started your own venture. A new business can be rather fragile and if you are the sole employee and provider then you have to do it all.

Three Rookie Financial Planning Mistakes to AvoidThree Rookie Financial Planning Mistakes to Avoid

11/19/2017 - A lot of Americans believe their financial planning need improvement but about a third of us have done nothing to plan for our financial futures at all. Here are some rookie mistakes to avoid when it comes to financial planning.

College and SavingCollege and Saving

11/15/2017 - If you are planning on sending your kids to college then you need to be thinking about the financial costs and the best ways to save for them.

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Retirement Planning Information

Is Retirement Obsolete?Is Retirement Obsolete?

11/17/2017 - Times they are a-changing. Putting away money into a retirement annuity may not be enough anymore, and people are finding that they have to work longer than ever before.

Retirement Smart MillennialsRetirement Smart Millennials

08/25/2017 - Saving early and often is the key to long-term financial security. And Millennials are set to have a huge population of millionaires.

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.

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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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