David Lerner Associates: It is A Matter of Trust
As we discussed in a recent article, the confidence level of Americans in their ability to save enough money to retire comfortably is at a record low level, according to a recent report from the Employee Benefit Research Institute (EBRI).
David Lerner Associates: What You Should Know About Social Security Disability
When they hear the term "Social Security," many people think of the federal program that pays retirement benefits to most Americans who have worked during their lives.
David Lerner Associates: National Financial Capability Study Reveals Shortcomings
In May, the FINRA Investor Education Foundation released its annual National Financial Capability Study.
David Lerner Associates: Seven Myths About Rollovers Debunked
One decision you have to make when changing jobs is what to do with the money youve accumulated in your company retirement account (e.g., 401[k], 403[b] or 457 plan).
David Lerner Associates: Be Financially Prepared If Tragedy Strikes
Nobody likes to think about tragedy striking their family.
David Lerner Associates: Are you living beyond your means?
A report recently released by the U.S. Census Bureau paints a mixed picture when it comes to household debt in the U.S..On the positive side, the percentage of households holding some form of debt declined between 2000 and 2011 from 74 percent to 69 percent.
David Lerner Associates:What You Should Know About ATM Skimming
Using Automated Teller Machines has become commonplace among Americans today..
Americans Retirement Confidence at Record Low
According to a report recently released by the Employee Benefit Research Institute (EBRI) the confidence level of Americans in their ability to save enough money to retire comfortably is essentially unchanged from two years ago -- when it was at a record low level.
David Lerner Associates: Common Money Management Mistakes to Avoid
Most people try to avoid making major mistakes when it comes to managing their money. But were all human, and even the most savvy money managers and budgeters arent immune from making a few money management blunders.
David Lerner Associates: Should Muni Bonds Be Held in Retirement Accounts?
When considering what kinds of investments should be held in their retirement portfolios, many people usually do not think about municipal bonds.