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: Protect Your Family
One of our greatest assets is the ability to earn income. Most fathers provide for their families needs and should this ability be interrupted or taken away it could mean serious problems for the family.
David Lerner Associates: Social Security Survivors Benefits
Although planning for what happens to your estate and your assets after you die is not something anyone likes to think about, it is a necessary part of one is financial planning.
How Divorce Affects Social Security Retirement Benefits
No matter how carefully one plans for retirement, unexpected events can occur that change the situation. One such challenge is divorce.
David Lerner Associates: Financially Speaking, Women and Men are Different
Women have never been in a better position to achieve financial security for themselves and their families.Women need to take advantage of this position and educate themselves about finances.
David Lerner Associates: Managing Money and Marriage
Planning carefully and communicating clearly with your spouse are important, because the financial decisions that you make now can have a lasting impact on your future.
David Lerner Associates: How to Organize Your Finances After Your Spouse Passes Away
Losing a spouse is a stressful transition. And the added stress of having to settle the estate and organize finances can be overwhelming. Fortunately, there are steps you can take to make handling these kinds of issues less difficult.
David Lerner Associates: Social Security and Divorce
If you want to qualify for one half of your ex-spouse is Social Security benefits, there are certain requirements which must be met.