David Lerner Associates: Financial Planning Lessons for Educators
No matter what stage of your career you are in, working with a financial professional who understands an educator is special concerns could be beneficial.
David Lerner Associates: Indexed Universal Life Insurance
There are several types of life insurance - one that you may not be so familiar with is called Indexed Universal Life Insurance. (IUL)
David Lerner Associates: Planning for Marriage
If you are planning for marriage you are faced with the enormous responsibility of combining your personal finances with your spouse is and reassessing the way you and your spouse structured personal finances as unmarried individuals.
David Lerner Associates: Key Issues for Older Americans
While retirement is generally something to look forward to there is also the concern about the cost and availability of health care and the worry about what might happen if one becomes unable to live and care for oneself independently.
David Lerner Associates: Millennials vs. Boomers Gap
There is a generation chasm between Millennials and Baby Boomers. Their use of technology and their choice in music and culture may be very different. But there is one area in which they are not so different: financial planning.
David Lerner Associates; Probate Pros and Cons
Estate planning is not a subject most people like to think about, but it is something everyone should consider.
David Lerner Associates: Saving for Retirement
With thousands of investment possibilities and the complex rules governing retirement plans, most people do not even know where to begin.
David Lerner Associates: Your Credit Profile
Your credit profile can make a big difference in your financial life, not only for a major purchase like a home or car, but also for college loans, credit card terms and insurance premiums.
Financial Aid Considerations for Graduate School
There are a few differences between financial aid options for attending graduate school and aid programs for studying at an undergraduate college
David Lerner Associates: New Chip Technology in the News
The data breaches at major retailers in the U.S. have increased in recent years. As a way to counteract these data breaches, many U.S. credit card companies have started implementing a more secure chip-card technology called EMV (which is short for Europay, Mastercard, and Visa)