strategies

strategies

David Lerner Associates: Four Financial Strategies for Young Adults
As they graduate from college and begin their careers, many young people often discover that the “real world” is very different from what they thought it would be based on the glamorous images of the make-believe lives of 20-somethings on some TV shows and in some movies.

David Lerner Associates: 6 Strategies to Help You Save a Million Bucks
To many Americans, the thought of saving $1 million dollars over the course of their lives is a little overwhelming. It seems like such a large sum of money — and it is — that people often shrug off the goal of saving this much for retirement as unattainable.

David Lerner Associates: Financial Resolutions in Your 50s
After a lifetime of diligently saving you're getting closer to the day when you hope to actually enter into and enjoy the retirement.

David Lerner Associates: Financial Resolutions in Your 60s
In order to retire at age 65 you will likely need to have accumulated a sizable retirement nest egg by the time you reach your early 60s.

David Lerner Associates: Asset Allocation
As you transition into retirement, your priorities for and demands on your portfolio are likely to be different. Your asset allocation strategy will probably be different than the one you used when saving for retirement.

David Lerner Associates: Key Issues for Older Americans
While retirement is generally something to look forward to there's also the concern about the cost and availability of health care and the worry about what might happen if one becomes unable to live and care for oneself independently.

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