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.
David Lerner Associates: QE, QE2, QE3 -Deciphering the Code
You may have heard these terms used recently when it comes to the economy but have no idea what they mean. If so, dont feel bad --outside of economists and professional investors, many Americans are fuzzy about their actual meaning and relevance.
David Lerner Associates: Should You Buy or Rent Your Home?
Home ownership has often been called "the American dream." But this dream turned into a nightmare for many Americans a few years ago when the real estate bubble burst and housing prices plunged in many areas of the country.
David Lerner Associates: Protect Yourself from Identity Theft
It has been called the "crime of the 21st century." Were talking about identity theft, which has become one of the fastest growing crimes in the U.S., according to the Identity Theft Resource Center.
David Lerner Associates: Five Things You Should Share With Your Investment Advisor
The more information you share with your investment advisor about your personal financial situation, the more equipped your advisor will be to help you meet your financial and investment goals.
2013: David Lerner Associates Offers Smart Financial Steps for the New Year
2013 has just begun. Many Americans dutifully made their New Year is Resolutions in January, but many have already broken or forgotten about them before the calendar turns to February.
David Lerner Associates: How to Close the Financial Literacy Gap
One of the most concerning findings of the Financial Finesse study is a reversal in what was a positive trend with regard to women paying off credit card debt. Between 2009 and 2011, women made steady progress in paying off credit card debt in full, but this trend changed course earlier this year.
David Lerner Associates: Financial Literacy, the Gender Gap
This is the third in a series of articles discussing the importance of financial literacy for women.Several recent studies have suggested that there may be a significant gender gap between men and women when it comes to financial literacy. This may even include women with college degrees.