martin walcoe

martin walcoe

David Lerner Associates: Five Things You Should Share With Your Investment Advisor
The more information you share with your investment advisor about your personal financial situation, the more equipped your advisor will be to help you meet your financial and investment goals.

David Lerner Associates: Why Long-Term Care Insurance Costs Are Up
According to the American Association for Long Term Care Insurance (AALTCI) prices for new long-term care policies increased by as much as 17 percent in 2012.

David Lerner Associates Announces the Sale of Renowned Turner Watercolor
Joseph Mallord William Turner's watercolor 'Hampton Court Palace' (1829) was sold for $1,666,000.00 by The Great Art Fund III, LLC. David Lerner Associates was the sole placement agent.

David Lerner Associates: Should You Take A Lump Sum Pension Offer?
Recently, some large U.S. companies have offered to buy out the pension benefits of their workers and retirees by giving them one-time, lump-sum payments instead.

David Lerner Associates: Watch Out for These Retirement Derailers
If you have ever seen a train derailment, even if it was just one in a movie that was created by special effects, you know how destructive it can be. The sponsor of a recent survey that was designed to gauge the retirement readiness of Americans used the term “retirement derailers” to describe the destructive effect that unexpected financial emergencies can have on Americans in the critical pre-retirement years.

5 Ways to Become an Olympic Retirement Saver
It took many years of hard work, dedication and training for Olympic athletes to reach the pinnacle of athletic achievement.In some ways saving for retirement is similar to training to compete in the Olympic Games

David Lerner Associates News: Complaints at Tax Time
About this time of year is when complaints about paying taxes often grow the loudest. One reason why is because many people are starting to gather all of their tax paperwork in preparation for the April 15 tax filing deadline.

David Lerner Associates: How to Reduce Your Living Expenses During Retirement
Cutting down on your spending is one of the best ways to make your retirement savings last longer.

David Lerner Associates: Review Common Retirement Planning Mistakes
And about half of Americans say they are actively saving for retirement, with about one-third saying they haven't saved any money yet for their future retirement.

David Lerner Associates: Three Potential Retirement Plan Options for Small Businesses
Many small business owners think that they can't afford to offer a retirement plan to their employees. However, this often isn't the case.

David Lerner Associates: Early 401(k) Withdrawals: A Troubling Trend
When people take money out of their 401(k) plan early, not only are they paying a heavy price in penalties and taxes, but they're also potentially jeopardizing their future retirement security.

David Lerner Associates: 3 Steps to Help Prevent Financial Fraud
Research shows older Americans are especially vulnerable to fraud. Here are three strategies to help distinguish between legitimate and fraudulent investment opportunities.

David Lerner Associates: Inherited IRAs and Bankruptcy
Since the enactment of the Bankruptcy Abuse Prevention and Consumer Protection Act in 2005, individual retirement accounts (IRAs) have been safeguarded under federal law if you declare bankruptcy.

David Lerner Associates: Women and Estate Planning Basics
When it concerns estate planning females have unique concerns. The fact is that women live approximately 4.8 years longer than men.

David Lerner Associates: Should You Pay Off Your Debt or Save for Your Retirement?
Like many people, you may be torn between paying off debt and the need to save for retirement. Both are vital.

New FINRA Report: Financial Fraud Is On the Rise
Even though fraud solicitations are widespread many say they cannot identify classic red flags of financial fraud.

David Lerner Associates: Are You Planning to Work During Retirement
As employees near retirement age, more and more plan to work at least some of the time during the course of their retirement years.

David Lerner Associates Hosts Save for Retirement Week Seminars
October 19- 25 is National Save for Retirement Week. The purpose of this week is to raise public awareness about the importance of saving for retirement.

Older Americans: How Secure Is Social Security?
Older Americans who are already retired or close to retirement age probably have nothing to worry about - Social Security benefits will likely be paid to them in the amount they planned on (at least that's what most of the politicians say). But what about the rest of us?

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