David Lerner Associates: A Different Way to Look at Life Insurance
Life insurance is very different from other types of insurance. The differences are important to take into consideration as you assess your overall insurance coverage needs.
David Lerner Associates : Tips to Protect Against ATM Skimming Scam
Using Automated Teller Machines has become commonplace among Americans today. But many people aren't aware of an ATM scam that could end up costing them big-time.
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: Making Sense of Bond Yields and the Yield Curve
When it comes to investing in bonds, among the first factors to consider is yield, but what exactly is "yield?" The answer depends on how the term is being used.
David Lerner Associates: Taking Care of Your Aging Parents (Part 2)
This is Part 2 of a 3 part series on taking care of your aging parents. This time we will be focusing on different types of support available for your parents as well as yourself.
David Lerner Associates: Taking Care of Your Aging Parents (Part 3)
The last article in our 3 part series, focuses on the financial aspects of caring for aging parents.
David Lerner Associates: Reasons Why Women Require Life Insurance
Women have more financial responsibilities now more than ever before. Whether you are single, married, employed, or a stay-at-home mom, you most likely need life insurance.
Small Business Week: Life Insurance Needs
Your life insurance needs will depend upon a variety of factors, including whether you own a small business, the size of your family, the nature of your financial obligations, your career stage and your goals.
David Lerner Associates: How to Organize Your Finances After Your Spouse Passes Away
Losing a spouse is a stressful transition. And the added stress of having to settle the estate and organize finances can be overwhelming. Fortunately, there are steps you can take to make handling these kinds of issues less difficult.
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: Five Ways to Prepare for Small Business Saturday
"Shop Small & Local" is a successful campaign that brings neighborhoods together and helps generate business for local entrepreneurs on the Saturday after Thanksgiving..
David Lerner Associates: What to Do With Your Tax Refund
Forty eight million Americans have already received a tax refund from the federal government this year. As tax time approaches, millions more are thinking about what to do with this windfall when it arrives. The latest Bankrate Money Pulse survey shows that there have been some significant changes in what Americans are planning to do with this money this year.
David Lerner Associates: Tips to Build Wealth
Wealth isn't something you wake up to one morning. It's built and earned over time. Carefully. Strategically. With deliberate purpose. If building a healthy personal fortune is appealing to you, then here are some tips to help you on the wealth-building journey.
Power of Attorney Tips
None of us likes to think about the possibility of something happening that might prevent us from managing our own finances, but it does happen. If you are ill, incapacitated, or just out of the country, you might need someone else to manage your money for a while.
5 Personal Finance Tips for Women
While most financial tips apply to everyone, there are some that are more relevant to women. 90% of women will have to manage their finances on their own at some point in their life and unfortunately too many women lack confidence and hesitate to take control of their finances.
5 Top Finance Tips No Matter Your Age
Whether you are in college or even about to retire, there are a few things that you should be doing to make sure you are financially safe and secure. The following pointers are things that can be done by anyone who wants to make sure that they have control of their finances, both in the present and looking towards the future.
Women and Money - The Financial Gendar Gap
The World Economic Forum's Global Gender Gap Report shows that women are worse off this year. the pay gap is now at 64 percent.
Wealth Building Tips
Building wealth is entirely under your own control, despite what some schools of thought will tell you. All it takes is smart decisions and breaking bad habits.
Wealth isn't something you wake up to one morning, "Oh, guess what honey. We're wealthy today!" Wealth is built and earned over time. Carefully. Strategically. With deliberate purpose.