Social Security and Your Portfolio
You may be counting on Social Security for your retirement years, but if you are not counting Social Security as a part of your overall asset allocation, you may be missing out on bigger gains in your retirement savings portfolio.
Budgeting Tips
Living within your means is the surest way to not fall into a bottomless pit of debt. But that means really taking your financial life by the horns.
Emergency Funds, Baby Boomers and Millennials
Since the 2008 economic crash Americans are saving more than they have in the last 7 years. Even so, nearly a quarter of the population has no emergency savings.
Everyone Should Have an Estate Plan
No matter your personal situation, married or single, older generation approaching retirement or younger generation starting out on a career, an estate plan is something that can benefit everyone.
David Lerner Associates Raises $8,400 to Benefit the Nassau-Suffolk Chapter of the Autism Society of America
David Lerner Associates announced today that its 8th Annual Charity Car Show raised approximately $8,400 to benefit the Nassau-Suffolk Chapter of the Autism Society of America.
How Life Insurance Could Help Your Retirement
A successful retirement is all about making sure you have enough savings to pay your bills and still be able to enjoy a comfortable lifestyle. If structured the right way, a life insurance policy could be the perfect life preserver in retirement.
The Financial Future of Millennials
Many Millennials believe that having a financial advisor is not necessary. In fact, over 60% of adults dont have a financial advisor of any kind.
Financial Regrets
4 out of 5 Americans have financial regrets and wish they could turn the clock back so that they could make smarter decisions with their finances.
Planning Your Financial Future
Having a strong financial plan is important no matter what stage of life you are in.
When to Claim Social Security
The decision of when to take Social Security benefits is for many Americans largely a matter of financial necessity rather than financial planning.