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Closing the Gender Gap in Retirement Planning

Closing the Gender Gap in Retirement Planning

12/09/2016 - It's no secret that there is a gap in earnings between men and women, and while great strides have been made toward gender equality, how does that translate into retirement preparations?

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David Lerner Associates News

End of Year Financial AdviceEnd of Year Financial Advice

12/08/2016 - 2016 has been a wild year, arguably one of the more interesting years we've seen in recent history. And as the year winds to a close, there are some things to take note of and tie a bow on your financial concerns.

Retirement vs College SavingsRetirement vs College Savings

12/07/2016 - Some people are faced with this very real decision - do you start saving for Little Johnny's college tuition, or do you focus on your own retirement first?

Holiday Season and Credit Card MistakesHoliday Season and Credit Card Mistakes

12/05/2016 - With the holidays upon us it is always tempting to take advantage of those specials being offered by stores this time of year but without some good sense monitoring your credit card activity there are some dangerous blunders that can be made.

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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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