David Lerner Associates: The College Application Process
Summer is almost over and there is much to look forward to as we move towards the fall. This is also the time of year when many families are embroiled in the college application process.
Making the Leap from High School to College
If your child is leaving for college in the fall you are probably worrying about their ability to make the leap from high school to college. For many, it can be quite an adjustment - especially if they are leaving home for the first time.
Optimizing Your Social Security Retirement Benefits
Optimizing your Social Security retirement benefits means getting the best return possible on each dollar you have contributed to the system over the years
David Lerner Associates: How to Deal with Student Loans
Many people who borrow money to get a higher education vaguely remember signing a piece of paper every year at college registration time. Repaying student loans as quickly and easily as possible is the best way to move forward into a more secure, less stressful future.
Life Insurance Protects Loved Ones
Your life insurance needs will depend on a number of factors, including whether you are married, the size of your family. the nature of your financial obligations, your career stage, and your goals.
Financial Planning Helps You See the Bigger Picture
No matter what the goal is - owning a new home, traveling to exotic locations, driving a nice car, starting a business or retiring comfortably - there is always a price tag attached.That is why financial planning is so important.
Financial Aid: 529 Plans and Your Familys Future
If thinking about joining a 529 plan, or if an account is already in the cards, understanding more about how 529 funds will affect a child is chances of receiving financial aid is a smart move.
David Lerner Associates: Coping with Fraud and Identity Theft
Whether they are snatching your purse, diving into dumpsters, stealing mail, or hacking into computers, identify thieves are a reality and can cause havoc with your financial life.
Give Your Children a Basic Financial Education
Kids today are very financially aware - even before they can count. As soon as they are old enough to handle money, teach them the basics of how to handle it wisely.
David Lerner Associates:Life Insurance at Various Life Stages
Just as financial needs change over time, so too does the need for life insurance change with new circumstances. Let is look at how your life insurance needs change throughout your lifetime.