David Lerner Associates News

Depression and Retirement

20 Mar 2018 -

Many Americans get depressed once they quit working. Studies show that retiring can actually increase your risk of getting depressed by 40%! So much for golden years.

Saving for Retirement or College

19 Mar 2018 -

Should you focus on your retirement planning, or planning for your children’s college tuition?

The Savings Crisis in America

16 Mar 2018 -

Nearly 60% of Americans don’t have enough money saved to take care of an unplanned expense.

Retirement Planning Mistakes

15 Mar 2018 -

About 4 million people retire every year. When the day finally comes that you clock out of work for the last time, will you be ready?

An Overview of Life Insurance

18 Sep 2018 -

September is Life Insurance Awareness Month. Making a decision regarding your life insurance - and which type of life insurance - might turn out to be one of the most important decisions of all.

Financial Stress Hurting the Bottom Line?

13 Mar 2018 -

46% of employees spend at least three hours every week trying to solve their own problems rather than concentrating on their job or trying to do better work.

Retirement Strategy

12 Mar 2018 -

. As time rolls on, the shadow of your later years starts to creep up on you, and for some this feeling may even come as early as their thirties.

An Overview of Estate Planning

9 Mar 2018 -

A basic estate plan is an important financial document for everyone to have, whether you think you need one or not.

Tips to Increase Social Security Benefits

27 Feb 2018 -

Your Social Security benefit at full retirement age is based on your highest 35 years of earnings

Baby Boomers Could Learn from Millennials

26 Feb 2018 -

Millennials may be able to teach Boomers some valuable lessons about how to manage their money

Five Ways to Avoid a Retirement Shortfall

21 Feb 2018 -

Two-thirds of working Americans age 55-64 have retirement savings far below what they will need to maintain their standard of living in retirement.

Identity Theft and How to Avoid It

20 Feb 2018 -

Older Americans are more likely to be at risk of identity theft, and while many are over the age of 50 or 60, there are still a significant number in their 40s being affected.


A Wealth Plan for Millennials

16 Feb 2018 -

For a highly educated generation, Millennials show surprising ineptitude in certain areas of money management.

How to Keep Your Online Information Safe

8 Feb 2018 -

The cybersecurity community and major media have largely concurred on the prediction that cyber-crime damages will cost the world $6 trillion annually by 2021.

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