6 Reasons to Work with a Financial Professional
No matter what stage of life you’re in you could probably benefit from working with a financial professional. Here are six reasons why: Your finances are important. They require the same thoughtful attention you give other areas of your life. No matter what stage of...
How to prepare for your Financial Needs Consultation
When attending your first meeting with one of our Investment Counselors, it’s essential to come prepared with the necessary information and documents to make the most of the session. Here are some items you should consider bringing: Financial Documents: Bring any relevant financial documents you...
The Importance of Asset Management
One factor in financial literacy is learning about the benefits of proper asset and property management practices.
Why Being Money-Smart Improves Your Future
This week is Money Smart Week. What exactly does it mean to be "Money-Smart"?
Financial Planning Basics
Every year in October, National Financial Planning Month is observed. With a solid financial plan, you can set short-term and long-term goals. You can estimate the amount of money you will likely need for college, health care expenses, and your retirement.
David Lerner Associates: How to Track Your Net Worth
Making financial progress involves keeping track of your net worth, even if knowing that number is of a reality check. When you know your net worth, you can set a realistic financial goal. In the digital age, tracking your net worth is less complicated than it once was.
David Lerner Associates: Gambling with your Retirement
Investing (when done right) is a good thing. Gambling, generally speaking, is a bad thing, unless it is done for entertainment purposes with money that you do not mind losing. Retirement funds are not something you want to gamble with.
David Lerner Associates: The Pros and Cons of Robo-Advisors
A robo-advisor, or automated investment service, is an online wealth management service that provides automated, algorithm-based portfolio management advice without the use of human investment advisors. Sounds impressive, but what are the benefits versus the drawbacks?
David Lerner Associates: Financial Goals for 2016
With 2015 coming to an end, many Americans are taking stock of their accomplishments of the past year and setting goals for the coming 12 months. Here are some ideas to help achieve your financial goals this year.
David Lerner Associates: How to Outlast Market Ups and Downs
We have all heard stories of the wild fluctuations in the market during the Great Recession. How do you outlast these fluctuations and feel confident that the money you are working so hard to save will provide the comfortable retirement you are planning for.