David Lerner Associates: Distribution Funds – Putting Revenue on Autopilot
As baby boomers retire, they begin to focus less on accumulating assets and more on how those assets may be converted into an ongoing stream of income. Distribution funds are one way to simplify that method....
David Lerner Associates: Fraud Tips for Older Americans
David Lerner Associates: Fraud Hits Older Americans Hard. Now that the majority of seniors are active online, scammers are targeting them. Here are some tips to avoid falling victim to their scams....
David Lerner Associates: How to Resolve Retirement Income Shortfalls
Without prudent planning and a commitment to saving now to make that happen, millions of older Americans find themselves with an income shortfall....
David Lerner Associates: Financially Speaking, Women and Men are Different
Women have never been in a better position to achieve financial security for themselves and their families.Women need to take advantage of this position and educate themselves about finances....
David Lerner Associates: Mutual Fund Basics
There are many mutual funds to choose from. The two most common types are stock mutual funds and bond mutual funds. Find out more in this article on Mutual Fund Basics....
David Lerner Associates: Retirement Planning Numbers for 2015
Every year the IRS adjusts retirement plans and IRA limits for inflation. Many of the limits eligible for a cost-of-living adjustment (COLA) have gone up for 2015. Some of the key numbers for 2015 are shown here....
David Lerner Associates: Mutual Fund Fundamentals
We often hear that an investment portfolio should include a mutual fund. But what exactly is a mutual fund?...
David Lerner Associates: Comprehending Investment Terms and Concepts
When you decide to start investing it is always wise to understand what you are investing in. The better you comprehend the information you receive, the more comfortable you will be with the course you have chosen....
David Lerner Associates: Financial Considerations for Family Caregivers
Caring for your aging parents is not only an emotional burden it may also be a financial one. It will depend on how well off your parents are and how much caring for them costs....
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....