David Lerner Associates News

Tips for Early Retirement

30 Apr 2020 -

With all this attention on packing up your work-life early and jumping into a pre-age-65 retirement, let’s take a closer look at some of the facts, and some tips to get you there.

Social Security Retirement Age

28 Apr 2020 -

Full retirement is the age you can receive 100 percent of your benefits. It used to be 65 but there has been some talk about raising the Social Security retirement age.

Getting Your Finances Organized

24 Apr 2020 -

If over the last 10 years you have had any problems with your finances, you’re not alone. [1] Only 28% of Americans are considered “financially healthy.” 

Tax Changes in 2020

20 Apr 2020 -

Taxes are something we all must deal with, but this year there may be some good news for us all. the IRS has made inflation adjustments to a range of key figures from the amount you can put in a 401(k)

The Basics of Financial Literacy

22 Apr 2020 -

Financial literacy is the possession of the set of skills and knowledge that allows an individual to make informed and effective decisions with all of their financial resources. Wikipedia

Staying Focused on Your Finances

14 Apr 2020 -

The bright lights and blinking pixels constantly demand attention, but focusing instead on your finances will pay dividends in the long run. 

Small Business Life Insurance

9 Apr 2020 -

Self-employed Americans and the people working for them accounted for 30 percent of the nation's workforce or 44 million jobs in total

Investment Fraud in America

6 Apr 2020 -

Older investors are a favorite target of fraudsters who focus on investments. The pursuit of seniors’ “nest eggs” is one of the fastest-growing consumer fraud issues today. 

Money Disorders

3 Apr 2020 -

Allowing your finances to get away from you is sadly a common affliction among Americans and a real problem in today's modern world.

Looking Ahead Financially

1 Apr 2020 -

Pandemics eventually fizzle out and life will return to normal. When that happens, you need to be prepared to rebuild your financial future.

A Wealthy Retirement

27 Mar 2020 -

We'd all like to have a stress-free financial future, but unfortunately, that isn’t the reality for everyone. The biggest barrier is a lack of strategic preparation for Retirement Day.

Higher Education and a 529 Plan

25 Mar 2020 -

Higher education is becoming more and more unattainable for many families, especially if there is no plan in place.

Can You Afford an Emergency?

23 Mar 2020 -

For some things, you obviously can’t prepare. But you can put things in place just in case. Prepare for the worst, and hope for the best. 

How to Write a Perfect Business Plan

18 Mar 2020 -

A business plan is a valuable document that describes the nature of your business, provides direction, and attracts investors; a business plan is vital for the success of your organization

When to Retire

13 Mar 2020 -

All of us will, at some point in our lives, stop working, and when that happens, either we will be prepared, or we will be faced with serious difficulty.

The Debt Stress Factor

11 Mar 2020 -

72 percent of Americans are somewhat stressed about money, and studies show that 22 percent experienced “extreme” stress over their finances.


Financial Tips for Small Business Owners

9 Mar 2020 -

Being an entrepreneur can be a massive challenge and a stressful endeavor, but the rewards can be tenfold

Life Insurance

4 Mar 2020 -

Making an important decision regarding your life insurance — and which type of life insurance — might turn out to be one of the most important decisions of all.

What Millennials Can Expect When They Retire

2 Mar 2020 -

Compared to Boomers who are moving into retirement now, the first wave of Millennials who will be retiring in 2050 could be facing a much bleaker future

Top Saving Tips

29 Feb 2020 -

Giving your family the best chance at a brighter future means setting money aside so that you don’t have to worry about financial burdens or an emergency that crops up.

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