David Lerner Associates: Taking Care of Your Aging Parents (Part 2)
This is Part 2 of a 3 part series on taking care of your aging parents. This time we will be focusing on different types of support available for your parents as well as yourself....
David Lerner Associates: Taking Care of Your Aging Parents (Part 1)
Your parents need you, and you need help. This is the first of our 3 part series on caring for your parents as they get older....
David Lerner Associates: The difference between a power of attorney and a durable power of attorney
What are the differences between power of attorney and a durable power of attorney? Find out here....
David Lerner Associates: Speaking to your aging parents about their finances
Speaking to your parents about money is usually complicated, particularly when the money you are talking about is theirs. Here are some tips to help you through this process....
David Lerner Associates: Determining net worth
The initial step in the financial planning procedure must be to determine your net worth. Once you figure out your net worth, you will begin mapping out your financial future....
David Lerner Associates: "Qualified plan" – What does it mean?
There are numerous different types of qualified plans, but they all fall into two categories. The advantages you receive from the plan depend upon investment performance....
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: How can I defend myself from identity theft?
The most effective way to protect yourself from identity fraud is to try to prevent it from happening in the first place. Here are some tips....
David Lerner Associates: Leaving a Legacy
You have worked hard over the years to build up wealth, and you probably find it comforting to know that the assets you leave behind will continue to be a source of support for your family....
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....