financial plan

financial plan

David Lerner Associates: Money, Stress and Financial Planning
October is Financial Planning Month. Even though the economy is recovering, money is still the number one source of stress affecting the health and lifestyles of most Americans.

David Lerner Associates: Parents' Long Term Care
October is Long Term Care Planning month. Long-term care is described as home and community-based services for adults who need help taking care of themselves.

David Lerner Associates: 2016 Financial Planning Checklist
As we near the end of the year it makes sense to start planning for the New Year. Here is a Financial Planning checklist you can use to prepare for 2016.

David Lerner Associates: 4 Financial Planning Tips
The future of a person's family, as well as their own safety and security, may be at risk if the right steps are not taken to ensure financial stability.

David Lerner Associates: New Card Chip Technology Questions
This month the U.S. is instituting the new EMV (Europay, MasterCard and Visa) chip technology in credit and debit cards to help stem the tide of fraud and identity theft that results from hacking and security breaches.

David Lerner Associates: The difference between a power of attorney and a durable power of attorney
What are the differences between power of attorney and a durable power of attorney? Find out here.

David Lerner Associates: Setting and Prioritizing Your Budget Goals
Without clear budget goals your financial life may remain in disarray. Your budget goals help you turn your financial wish list into an action strategy.

David Lerner Associates: Evaluating Risk Tolerance
All investments have some level of risk, and if you're planning to invest your money, it's important to become familiar with how much volatility you can endure.

David Lerner Associates: Managing Periods of Crisis
Smart planning is the key to effectively handling periods of crisis. Whether you're planning ahead or dealing with a crisis now, take control. Here are some tips.

David Lerner Associates: Determining net worth
The initial step in the financial planning procedure must be to determine your net worth. Once you figure out your net worth, you will begin mapping out your financial future.

David Lerner Associates: National Family Caregivers Month
As National Family Caregivers month draws to a close this week, David Lerner Associates takes a look at the ways to prepare, in case you have to be a family caregiver in the future.

David Lerner Associates: Managing Money and Marriage
Planning carefully and communicating clearly with your spouse are important, because the financial decisions that you make now can have a lasting impact on your future.

David Lerner Associates: Financial Considerations for Family Caregivers
Caring for your aging parents is not only an emotional burden it may also be a financial one. It will depend on how well off your parents are and how much caring for them costs.

David Lerner Associates: Financial Planning Lessons for Educators
No matter what stage of your career you're in, working with a financial professional who understands an educator's special concerns could be beneficial.

Financial Planning Helps You See the Bigger Picture
No matter what the goal is - owning a new home, traveling to exotic locations, driving a nice car, starting a business or retiring comfortably - there is always a price tag attached.That's why financial planning is so important.

Life Insurance Protects Loved Ones
Your life insurance needs will depend on a number of factors, including whether you're married, the size of your family. the nature of your financial obligations, your career stage, and your goals.

David Lerner Associates:: Life Insurance and Estate Planning
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.

David Lerner Associates: Insurance Issues for Married Couples
It may seem like an odd thing to worry about when you are just starting out together, but the lack of adequate insurance protection can lead to financial disaster in the future

David Lerner Associates: The Sensible Middle Ground of Investing
Investors in the stock market have been on somewhat of a roller-coaster ride recently. It is one thing to experience the thrill of a sudden drop at the fairground but quite another when it's your investments that take a tumble. We believe in something that we call the 'sensible middle ground of investing.'

Connect Your Financial Goals to the Rest of Your Life
Most Americans strive for a fulfilled life - a good job, a nice home,, a family, and a bright future. However, statistics show that this American Dream is not a reality for far too many.

Women Business Owners Still Face Financial Challenges
Although the number of women-owned businesses is on the rise, they still face some financial challenges. The Census Bureau's Survey of Business Owners shows that while women own 36 percent of businesses in the U.S. only 11.3 percent of the sales revenue generated went to female-owned businesses.

David Lerner Associates - Long Term Care is Over to You
Only 13 percent of Americans have long term care insurance, just a fraction of those who will need help as they grow older.

Comprehensive Financial Planners are Better Off
October is Financial Planning month. Why should we pay attention to financial planning? A report by Princeton Survey Research Associates International reveals that there is a direct correlation between affluence and financial planning.

David Lerner Associates: How to Outlast Market Ups and Downs
We've all heard stories of the wild fluctuations in the market during the Great Recession. How do you outlast these fluctuations and feel confident that the money you're working so hard to save will provide the comfortable retirement you're planning for.

David Lerner Associates: Free Financial Planning Tools
Financial Planning Month is a good time to try out some of the apps and software that can help you get your finances in better shape. These free tools should help you keep your finger on your financial pulse.

David Lerner Associates: 3 Financial Resolutions for your 30s
As the year winds down it's wise to get in financial shape and set goals for the future. There are a few financial milestones you should aim for in your 30s

David Lerner Associates: Financial Planning in your 40s
October is Financial Planning month so it's a good time to take stock of your future goals and put plans in place. These three resolutions should be on your list if you are in your 40s

David Lerner Associates: Financial Planning in your 50s
There are financial challenges in every decade. These three financial resolutions address the challenges that are common in your 50s.

David Lerner Associates: Ending Financial Stress with Planning
Bank of America / Merrill Lynch's 2016 Workplace Benefits Report was an interesting study in the financial confidence of today's workers. 75% of employees polled indicated they are not financially secure, and 60% say they are somewhat or very stressed by their financial situation, according to the report.

Millennials Can Create a Lifelong Wealth Plan
For a highly educated generation, Millennials show a surprising ineptitude in certain areas of money management. And a generation that lacks secure pensions will certainly need to prepare for their twilight years.

Money Tips for College Graduates
With the new school year approaching, proud families and students alike will be preparing for a new generation of graduates to enter the workplace. With the next chapter in their lives just around the corner, new financial concerns take precedence.

Financial Planning for Retirement
The average retirement age is somewhere between 62 and 65. In order to retire by 65, you will likely need to have accumulated a sizable nest egg by the time you reach your 60s.

Financial Planning Month
National Financial Planning Month is an annual designation observed in October. In light of this, here are some tips to use financial planning basics for your retirement.

Women and Their Finances
Surveys show that one quarter of the women in the United States are the primary financial decision makers in their households.

Financial Planning and You
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.

Why Should You Have a Financial Plan?
October is Financial Planning Month and your attention should be firmly on your finances. The fact of the matter is that Americans are not doing enough when it comes to planning their finances.

Millennials and Financial Security
The oldest of the Millennial generation are now reaching age 35. If ever there were a time to take a look at your financial landscape and assess one's future, now would be that time.

Financial Planning for When You Are Gone
Death is certain for all of us. The sad truth is that not enough of us take a moment to consider what will happen when we are gone. In fact, 55% of Americans pass away without a will or an estate plan.

Your Net Worth
When you know your net worth you can set a realistic financial goal. In the digital age, tracking your net worth is less complicated than it once was.

^ Top