David Lerner Associates: Community Resources for Older Individuals
January is National Poverty in America Awareness Month. One of the sectors of our society affected by poverty is older Americans. There are many community resources and programs that can help alleviate the problems of poverty.
FINRA Study on Emotions & Financial Fraud
This week is National Fraud Awareness Week, and according to the Investor Protection Trust, almost one in five Americans over the age of 65, or nearly seven million seniors, have been taken advantage of financially. A recent study from Stanford University, FINRA, and AARP revealed that inducing strong emotions has an effect on older adults' financial decisions.
September is National Life Insurance Awareness Month
September is National Life Insurance Awareness Month. In the past many families have viewed life insurance primarily as a way to pay for funeral expenses but it's become much more than that today. Now it's seen as an integral part of estate planning.