David Lerner Associates News

The Financial Literacy Gap

1 Apr 2019 -

Financial Literacy is an issue in our country. It’s no secret that improving your financial education will increase your ability to manage your money well. 


Women Should be More Active in Managing Their Money

22 Apr 2019 -

Fewer women purchase stocks than men,. But when they do, women invest more intelligently than men and produce better returns


Saving for the Future

18 Apr 2019 -

Saving helps you keep the proverbial wolf from the door yet most Americans are not even close to being ready for any kind of financial emergency. [1] 65 percent of Americans are saving little or absolutely zero. 


A New View of Retirement

15 Apr 2019 -

When you think about retiring, it’s important to start thinking about what you’d like to do with the rest of your life. Instead of 12 years of retirement, you are now looking at a minimum of 28 years of retirement.


Don’t April Fool with Your Finances

10 Apr 2019 -

April fool means you've been taken in by someone or something going on that's not real. Scammers fall into this category. Take care to keep your finances on track as we enter the second quarter of the year.


Boomers Remaining in the Workforce

8 Apr 2019 -

In the ’80s, around 10 percent of folks over 65 were still working into their retirement years. In the 80s that dropped to 10 percent. Nowadays, we're close to the 20 percent mark again.


5 Things to Know About 529 Plans

5 Apr 2019 -

With higher education becoming more and more expensive, parents need to start preparing for these expenses.There’s no better time to start investing for higher education needs than right now.


Financial Literacy for Women

3 Apr 2019 -

Women of all ages and backgrounds struggle with the pressure to earn enough, access education, care for a family and plan for retirement. Making educated financial decisions is essential.


Tax Season is Here Again

29 Mar 2019 -

This year the IRS started processing taxes in January after a temporary measure halted the government shutdown. This tax season will be the first full one after the landmark tax reform law passed in late 2017.


Making the Best Income Investing Choices

27 Mar 2019 -

.laying the investing game is a volatile and fluid activity, even in the best of times. We all want more stable finances -.what is now being referred to as “Financial Wellness.”


Improving America’s Personal Finances

25 Mar 2019 -

Whether you're playing catch up on retirement savings, working to eliminate debt, or building wealth, it pays to be financially savvy and to have your personal finances in order


3 Things You Should Know About a 401(k)

22 Mar 2019 -

Saving for your retirement is one sure-fire way to keep your mind at ease when the time comes to pack up at the office and head home from your last day of work.


Enhanced Financial Counseling for Young Adults

20 Mar 2019 -

Recently, Congress voted on a bill that would improve financial counseling for student borrowers — online or in-person sessions for any student with a federal loan or a grant. 


4 Tips for Success in 2019

18 Mar 2019 -

If you want success, you have to be able to define exactly what you’re aiming for, or you’ll never know if you have achieved your goals. So what constitutes success and how do you measure it? 


Taxes and Your Future

15 Mar 2019 -

Knowing what taxes you have to pay affects your financial future. The recently approved Tax Cuts and Jobs Act (TCJA) has some significant reforms and these include changes for retirees


Do You Need to Retire?

14 Mar 2019 -

Many people become depressed when they retire completely. Studies show that the likelihood that someone will suffer from clinical depression goes up by about 40 percent after they’ve retire


The Student Loan Trap

11 Mar 2019 -

Getting a diploma or degree from an education facility might sound amazing, but spending money you don’t have is never a good plan. 


March Madness for Your Finances

7 Mar 2019 -

It’s time for March Madness! It’s also tax season. By now you should have all your tax documents collected and ready to go.


Best Places to Retire 2019

6 Mar 2019 -

A lot of retirees have been moving out of state to get the benefit of low or no state taxes, as well as improve their way of life.

 


Retirement Planning for Couples

4 Mar 2019 -

54% of women expect their partner will be an important source of retirement income, while 36% rely on their partner as a backup plan in case they can’t work anymore.


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