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.
David Lerner Associates: A Financial Plan that Works
A financial plan that works is important at any age, but it is essential for those approaching retirement age.
David Lerner Associates: 4 Financial Planning Tips
The future of a person is family, as well as their own safety and security, may be at risk if the right steps are not taken to ensure financial stability.
Connect Your Financial Goals to the Rest of Your Life
Most Americans strive for a fulfilled life - a good job, a nice home,, a family, and a bright future. However, statistics show that this American Dream is not a reality for far too many.
David Lerner Associates: The Sensible Middle Ground of Investing
Investors in the stock market have been on somewhat of a roller-coaster ride recently. It is one thing to experience the thrill of a sudden drop at the fairground but quite another when it is your investments that take a tumble. We believe in something that we call the is ensible middle ground of investing.
David Lerner Associates: Trust Basics
With a trust you can control how your assets are distributed once you have passed on or perhaps help you plan for the possibility of becoming incapacitated. The power of a trust lies in its versatility--there is a type of trust for almost every situation.