David Lerner Associates: 3 Financial Resolutions for your 30s
As the year winds down it is wise to get in financial shape and set goals for the future. There are a few financial milestones you should aim for in your 30s
David Lerner Associates: Free Financial Planning Tools
Financial Planning Month is a good time to try out some of the apps and software that can help you get your finances in better shape. These free tools should help you keep your finger on your financial pulse.
David Lerner Associates: How to Outlast Market Ups and Downs
We have all heard stories of the wild fluctuations in the market during the Great Recession. How do you outlast these fluctuations and feel confident that the money you are working so hard to save will provide the comfortable retirement you are planning for.
David Lerner Associates: No Social Security COLA Hike in 2016
Retirees who depend on Social Security and Medicare are in for a disappointing year in 2016. There will be no cost of living allowance (COLA) increase next year.
David Lerner Associates: A Financial Plan that Works
A financial plan that works is important at any age, but it is essential for those approaching retirement age.
David Lerner Associates: Why College Saving is Important
A college education can be an expensive proposition. Although many students take out loans to cover their education costs, this can be a financial burden for years to come.
David Lerner Associates: 4 Financial Planning Tips
The future of a person is family, as well as their own safety and security, may be at risk if the right steps are not taken to ensure financial stability.
David Lerner Associates: New Card Chip Technology Questions
This month the U.S. is instituting the new EMV (Europay, MasterCard and Visa) chip technology in credit and debit cards to help stem the tide of fraud and identity theft that results from hacking and security breaches.
David Lerner Associates: Money, Stress and Financial Planning
October is Financial Planning Month. Even though the economy is recovering, money is still the number one source of stress affecting the health and lifestyles of most Americans.
Comprehensive Financial Planners are Better Off
October is Financial Planning month. Why should we pay attention to financial planning? A report by Princeton Survey Research Associates International reveals that there is a direct correlation between affluence and financial planning.