investments

investments

David Lerner Associates: 2013 Social Security COLA Less Than Half of 2012 Amount
The Social Security Administration (SSA) announced that the Social Security cost-of-living adjustment (or COLA) for 2013 will be just 1.7% -- less than half of the adjustment that was made for 2012.

David Lerner Associates: Trust Basics
With a trust you can control how your assets are distributed once you've passed on or perhaps help you plan for the possibility of becoming incapacitated. The power of a trust lies in its versatility--there's a type of trust for almost every situation.

David Lerner Associates: Saving for Retirement
With thousands of investment possibilities and the complex rules governing retirement plans, most people don't even know where to begin.

Nervous Decisions are Costing Investors Money
The stock market is always moving up or down. The aim of all investors is to make money, but a recent study found that the roller-coaster nature of the market can lead some investors to make rash decisions that may cost them a lot of money.

Reaching Goals of Financial Success
Saving for retirement, taking care of one's family, eating healthier, exercising more - these are goals that a lot of people have. Sometimes it's difficult to achieve those goals when temptations lead us astray. We want to save for retirement, but then we conveniently forget our budget constraints when making a purchase.

10 Questions for Your Retirement
The old fashioned idea of working for 40 years, retiring with a good pension, and a comfortable retirement is no longer the norm. For older Americans who are nearing retirement age, there are many factors to consider.

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