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: 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: Why Certain People Claim Social Security Benefits Early
There are many reasons people decide to claim Social Security retirement benefits at the earliest possible age of 62 according to a recent General Accounting Office report....
David Lerner Associates: Managing Periods of Crisis
Smart planning is the key to effectively handling periods of crisis. Whether you are planning ahead or dealing with a crisis now, take control. Here are some tips....
David Lerner Associates: Setting and Prioritizing Your Budget Goals
Without clear budget goals your financial life may remain in disarray. Your budget goals help you turn your financial wish list into an action strategy....
David Lerner Associates: Evaluating Risk Tolerance
All investments have some level of risk, and if you are planning to invest your money, it is important to become familiar with how much volatility you can endure....
David Lerner Associates: Early 401(k) Withdrawals: A Troubling Trend
When people take money out of their 401(k) plan early, not only are they paying a heavy price in penalties and taxes, but they are also potentially jeopardizing their future retirement security....
David Lerner Associates: Should You Consider a Mid-Life Career Change?
More and more people in their late-40s and 50s today are learning new skills and acquiring the training and education they need to start new careers at this relatively late stage of their lives....
David Lerner Associates: Three Potential Retirement Plan Options for Small Businesses
Many small business owners think that they ca not afford to offer a retirement plan to their employees. However, this often is not the case....