David Lerner Associates Retirement Planning

David Lerner Associates Retirement Planning

 

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

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08/19/2017
Rolling the Dice on Your Retirement
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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08/07/2017
How Life Insurance Could Help Your Retirement
A successful retirement is all about making sure you have enough savings to pay your bills and still be able to enjoy a comfortable lifestyle. If structured the right way, a life insurance policy could be the perfect life preserver in retirement.

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06/14/2017
Is it Possible to Retire Wealthy?
The idea of retiring a wealthy person is certainly an attractive idea. But how realistic is it?

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04/25/2017
Long-Term Care and Retirement
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?

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04/20/2017
Financial Literacy for Retirement
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.

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03/20/2017
Retirement Planning for Entrepreneurs
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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03/10/2017
Retirement for Couples
Couples usually approach their golden years as a team, but not always when it comes to planning. Only about one third of couples have even discussed their retirement plans.

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03/07/2017
Tips to Retire Wealthy
A lot of us sit back and wish for the day that we can retire a millionaire and yet so few of us have a strategic plan to do so. In fact as many as half of all households with Americans 55 and older have no retirement savings at all.

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