Elderly Financial Abuse
American seniors have historically been late adopters when it comes to technology. According to a Pew Research Center almost 90% of seniors with a college degree use the internet. With more and more mature Americans getting involved in the online community, the amount of scams targeting elders is ever on the rise.
Mother knows best
Motherly love goes a long way, and motherly advice apparently is more important than one might think. With Mother is Day recently being celebrated, as Americans armed themselves with bouquets of flowers, yummy chocolates and tear-jerking greeting cards, one thing that may not have been on the top of their list of things to consider was mom is money advice.
Retirement, Communication, and Marriage
Planning for a blissful retirement can be work sometimes. There are a lot of details to consider, and even more so as a married couple. And even more if there are children involved. It is not the most comfortable conversation to have with your spouse, but it certainly is important.
College Savings and Loans
According to a survey by Sallie Mae, families are under increasing pressure to take out loans to finance college. Saving for college seems like the best alternative, but there are some misconceptions about the process.
Financial Literacy Lessons for Your Kids
Financial Literacy Month (also known as National Financial Capability Month) is an annual event taking place in April, centered on improving Americans understanding of financial principles and practices. Here are some basic financial lessons that can be taught to our children that will be of great use to them as they grow.
David Lerner Associates: Who Can Benefit From College Savings Plans?
There are many types of people who can benefit from college savings plans especially parents and grandparents of young children, casual investors, or anyone wanting to transfer wealth to another family member as part of an estate plan.
Women Need to be More Hands-On Financially
It is important for everyone to keep tabs on their finances, , but although more women are taking control of household finances, they are no more prepared to meet long-term financial goals than they were a decade ago.
David Lerner Associates: Financial Equality in Marriage
Getting married is a very emotional moment. There is so much to do and organize that how you are going to deal with your finances after you are married is often not a major thought. However, once the honeymoon is over and you are settling down to everyday life, this can become one of the most contentious aspects of a marriage.
David Lerner Associates: Finances, Health, and Credit Can Affect Your Love Life
A recent survey by Nerdwallet showed that 60 percent of women ranked a potential partner is financial situation as important to them. Almost half (44 percent) feel that financial responsibility is more important than attractiveness in a romantic partner. This applies to men too, although the numbers differ according to age groups.
David Lerner Associates: Parents Long Term Care
October is Long Term Care Planning month. Long-term care is described as home and community-based services for adults who need help taking care of themselves.