David Lerner Associates: 5 Ways to Simplify Your Finances in 2016
Better health and fitness and an improved financial situation are on most Americans minds at this time of the year. Simplifying your finances not only improves your situation, but it can also save time and relieve stress. It makes your goals easier to accomplish.
David Lerner Associates: Financial Confidence Lower for Women and Seniors
Consumer sentiment fell slightly in December, according to the latest University of Florida consumer survey. The greatest decline was among women and people age 60 or older. The sentiment number is based on five components, and four of the five were down for women. Seniors perception of their person financial situation took a 13.6 point dive.
David Lerner Associates: Five Financial Threats That Could Derail Your Future
We all make plans for our future and try to cover all the bases. As much as we should like to believe that everything will go according to plan, we know that there are likely to be bumps and setbacks along the way. These five events are probably the most serious threats to a successful financial future.
David Lerner Associates: 5 Ways to Improve Your Personal Bottom Line in 2016
Many Americans are taking stock of 2015 as the end of the year approaches. According to a new study by Capital One, only 34 percent of Americans feel they accomplished some of their financial goals this year. So while we may be relieved to see the back of 2015, here are some tips that can help you improve on meeting your financial goals next year.
David Lerner Associates: The Pros and Cons of Robo-Advisors
A robo-advisor, or automated investment service, is an online wealth management service that provides automated, algorithm-based portfolio management advice without the use of human investment advisors. Sounds impressive, but what are the benefits versus the drawbacks?
David Lerner Associates: Financial Goals for 2016
With 2015 coming to an end, many Americans are taking stock of their accomplishments of the past year and setting goals for the coming 12 months. Here are some ideas to help achieve your financial goals this year.
David Lerner Associates: 2016 Financial Planning Checklist
As we near the end of the year it makes sense to start planning for the New Year. Here is a Financial Planning checklist you can use to prepare for 2016.
December is National Write-A-Business-Plan Month
The end of the year is just around the corner now, and if you catch yourself thinking about where the time has gone, this is a perfect opportunity to get a head start on your New Year is resolutions, and plan for the year ahead.
David Lerner Associates: Women and Work
Why salary, benefits and work-life balance count. Now that women make up a large part of the workforce it is important for women to take charge of their career path and financial rewards.
Comparison of College Savings Vehicles
A comparison of all the college savings vehicles available.