David Lerner Associates: Financial Capability Study Sends Mixed Messages
A recently released major financial study revealed some good news and some bad news with regard to how Americans handle their finances.
David Lerner Associates: National Financial Capability Study Reveals Shortcomings
In May, the FINRA Investor Education Foundation released its annual National Financial Capability Study.
David Lerner Associates: Seven Myths About Rollovers Debunked
One decision you have to make when changing jobs is what to do with the money youve accumulated in your company retirement account (e.g., 401[k], 403[b] or 457 plan).
David Lerner Associates: Be Financially Prepared If Tragedy Strikes
Nobody likes to think about tragedy striking their family.
David Lerner Associates:What You Should Know About ATM Skimming
Using Automated Teller Machines has become commonplace among Americans today..
David Lerner Associates: Common Money Management Mistakes to Avoid
Most people try to avoid making major mistakes when it comes to managing their money. But were all human, and even the most savvy money managers and budgeters arent immune from making a few money management blunders.
David Lerner Associates: Six Vital Documents All Adults Should Possess
Part of being a "grown-up" is making sure that you have in your possession a variety of important documents.
David Lerner Associates: Four Common Investing Mistakes to Avoid
As you formulate your investing strategies for the year, it might be helpful to think about some investing moves that you probably should not make.
David Lerner Associates: Grandparents and College: Be Careful not to Jeopardize Financial Aid
As we discussed in a recent article, some families are turning to grandparents to help ease the burden of paying for a college education.
David Lerner Associates: Should You Take A Lump Sum Pension Offer?
Recently, some large U.S. companies have offered to buy out the pension benefits of their workers and retirees by giving them one-time, lump-sum payments instead.