David Lerner Associates: Managing Money and Marriage
Planning carefully and communicating clearly with your spouse are important, because the financial decisions that you make now can have a lasting impact on your future.
David Lerner Associates: Family Care Support and Services
Caring for your aging parents will be easier if you know what kinds of support and community services are available and where to locate them.
David Lerner Associates: National Family Caregivers Month
As National Family Caregivers month draws to a close this week, David Lerner Associates takes a look at the ways to prepare, in case you have to be a family caregiver in the future.
David Lerner Associates: Financially Speaking, Women and Men are Different
Women today have never been in a better position to achieve financial security for themselves and their families. What financial course will you chart?
David Lerner Associates: Choosing Which Financial Records to Keep
It is important to always keep critical documents and records safe and secure but accessible in a time of need. Particular documents and records are too vital to retain in an ordinary file drawer.
David Lerner Associates: Defining Qualified Education Expenses
The term "qualified education expenses" is utilized frequently in education circles, but it can mean numerous things depending upon the context. Find out more using this table.
David Lerner Associates: Rollovers
Use this rollover guide to help you decide where you can move your retirement dollars.
David Lerner Associates: 2015 Social Security and Medicare Figures
The Social Security Administration has announced the new figures that beneficiaries will receive for 2015.
David Lerner Associates: Social Security and Medicare
Many Americans now choose to continue working after age 65. Some do it for financial reasons and others because they just do not feel ready to retire.
David Lerner Associates: College Savings Plans: 529
Section 529 college savings plans are tax-advantaged college savings vehicles and one of the most popular ways to save for college today.