David Lerner Associates News: 5 Financial Goals Before You Reach 40
The 40s are generally considered to be the beginning of middle age. It is a critical stage for setting yourself up financially for the second half of your life...
David Lerner Associates News: Seniors, Do You Have to File a 2013 Tax Return?
Depending on the amount of their gross income, their filing status and their age, some seniors might not have to file a federal income tax return this year....
David Lerner Associates: Financial Resolutions in Your 80s
New Year is financial resolutions that may be appropriate for individuals in their 80s....
David Lerner Associates: Many U.S. Seniors Facing Severe Income Shortages
A recent analysis of data from the U.S. Census Bureau indicates that seniors in every state except for two are living off of incomes that are lower than the level of retirement income that many financial planners often recommend....
David Lerner Associates : Slowing Down in Retirement May Not Be an Option
If a recent survey of middle-class Americans is anything to go by, the age of 80 may very well be the new 65 when it comes to retirement....