Understanding Social Security
Social Security is now much more than just a retirement program. Its scope has expanded to include other benefits as well, such as disability, family, and survivor is benefits.
David Lerner Associates: Social Security Decisions
As you near retirement when to claim your Social Security benefits is one of the biggest decisions youll need to make. With pensions disappearing Social Security remains the major source of guaranteed lifetime retirement income for most Americans.
David Lerner Associates: Equity Financing Sources
Every business needs capital either to get started or to fund operations and expansion. Here are some ideas for equity financing sources.
David Lerner Associates: The Economic Rebound
It is been nearly six years since the official end of the Great Recession. Now, finally, Americans have reasons to feel upbeat about their financial prospects. Key economic indicators are signally progress for the US economy..
David Lerner Associate:: Women and Finances
Women tend to live longer than men, so most women are likely to be responsible for their own financial welfare at some point in life. So it is important for women to understand their financial options.
David Lerner Associates: Asset Allocation
As you transition into retirement, your priorities for and demands on your portfolio are likely to be different. Your asset allocation strategy will probably be different than the one you used when saving for retirement.
David Lerner Associates: Loans are a Primary Financing Sources for a Business
There are many sources of financing available to a business owner. Consider all options carefully before making any decisions. The following list of loan sources should provide some ideas.
David Lerner Associates: Charitable Deduction
The charitable deduction allows you to take off the value of property you offer to charity from your property and might minimize any federal gift and estate tax that might be owed. Charitable gifting allows you to satisfy your personal philanthropic desires and satisfy your estate planning objectives.
David Lerner Associates: The Gender Gap in Wealth Management
According to a study that performs research on financial trends in the US, women have made good progress in many areas of financial literacy, but there is still a gender gap when it comes to investment and wealth management.
David Lerner Associates: 6 Reasons to Work with a Financial Professional
No matter what stage of life you are in you could probably benefit from working with a financial professional. Here are six reasons why.