David Lerner Associates: How to Resolve Retirement Income Shortfalls
Without prudent planning and a commitment to saving now to make that happen, millions of older Americans find themselves with an income shortfall....
David Lerner Associates: Retirement Planning Numbers for 2015
Every year the IRS adjusts retirement plans and IRA limits for inflation. Many of the limits eligible for a cost-of-living adjustment (COLA) have gone up for 2015. Some of the key numbers for 2015 are shown here....
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: Rollovers
Use this rollover guide to help you decide where you can move your retirement dollars....
David Lerner Associates: 2015 Social Security and Medicare Figures
The Social Security Administration has announced the new figures that beneficiaries will receive for 2015....
David Lerner Associates: Why Certain People Claim Social Security Benefits Early
There are many reasons people decide to claim Social Security retirement benefits at the earliest possible age of 62 according to a recent General Accounting Office report....
David Lerner Associates: A Retirement Income Roadmap For Women
It is essential to become involved in retirement planning even if you are married. Many women end up single at some time in their lives due to divorce or death of a spouse....
David Lerner Associates: Taking Care of Your Aging Parents (Part 3)
The last article in our 3 part series, focuses on the financial aspects of caring for aging parents....
David Lerner Associates: Taking Care of Your Aging Parents (Part 2)
This is Part 2 of a 3 part series on taking care of your aging parents. This time we will be focusing on different types of support available for your parents as well as yourself....
David Lerner Associates: Taking Care of Your Aging Parents (Part 1)
Your parents need you, and you need help. This is the first of our 3 part series on caring for your parents as they get older....