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.
David Lerner Associates: 6 Reasons to Work with a Financial Professional
No matter what stage of life you are in you could probably benefit from working with a financial professional. Here are six reasons why.
Women and Wealth Management: Is There a Gender Gap?
A new study conducted by Boston Consulting Group indicates that women believe they receive a lower quality of wealth management service than men do.Over half (55 percent) of the women who responded said their wealth manager could do a better job of advising them than he or she was currently doing.
David Lerner Associates News: 5 Financial Goals Before You Reach 40
The 40s are generally considered to be the beginning of middle age. It is a critical stage for setting yourself up financially for the second half of your life
David Lerner Associates News: What Should You Do With Your Tax Refund?
Many people view their tax refund as free money. A tax refund is your money that you essentially loaned to the government by having more tax withheld from your paycheck than was necessary.
David Lerner Associates: Review Your Life Insurance Needs
New Year is Financial Housekeeping: do you have life insurance-- and is it enough?