David Lerner Associates: National Family Caregivers Month
As National Family Caregivers month draws to a close this week, David Lerner Associates takes a look at the ways to prepare, in case you have to be a family caregiver in the future....
David Lerner Associates: Choosing Which Financial Records to Keep
It is important to always keep critical documents and records safe and secure but accessible in a time of need. Particular documents and records are too vital to retain in an ordinary file drawer....
David Lerner Associates: Rollovers
Use this rollover guide to help you decide where you can move your retirement dollars....
David Lerner Associates: College Savings Plans: 529
Section 529 college savings plans are tax-advantaged college savings vehicles and one of the most popular ways to save for college today....
David Lerner Associates: The 2014 Social Security Trustees Report
The financial projections in this report indicate that even though the trust fund that finances Medicare is hospital insurance coverage will remain solvent until 2030 (four years beyond last year is projection), steps need to be taken to address Medicare is financial...
David Lerner Associates: Important Documents You Need for Estate Planning
There are five estate planning documents you may need, despite your age, health, or wealth. Read more about those documents and important estate planning tips....
David Lerner Associates: How to Organize Your Finances After Your Spouse Passes Away
Losing a spouse is a stressful transition. And the added stress of having to settle the estate and organize finances can be overwhelming. Fortunately, there are steps you can take to make handling these kinds of issues less difficult....
David Lerner Associates: Life Insurance as an Asset
Life Insurance does not have to be an expense. It can be viewed as an asset that will eventually provide a return on your investment....
David Lerner Associates: A Primer – Understanding Different Types of Life Insurance
Life insurance is different from most other types of insurance like health, car and homeowners insurance in at least one key respect: It covers against an event that is certain to occur at some point in time - the policyholder is death....
David Lerner Associates: Reasons Why Women Require Life Insurance
Women have more financial responsibilities now more than ever before. Whether you are single, married, employed, or a stay-at-home mom, you most likely need life insurance....