Planning for a Balanced Retirement
Financial readiness is a vital part of retirement, but planning for a balanced lifestyle once you retire is just as important.
Millennials Face Tough Retirement Decisions
Many Millennials think retirement is so far in the future, it is not even on their list of issues to worry about. However, statistics show that for these young adults, retirement could be a huge problem unless they start to plan early.
Women Need to be Proactive about Finances and Retirement
Relying on your husband to take care of the finances and retirement income was an accepted practice in the past. Today women have to take a new approach to their financial future. Relying on a spouse is income and savings is no longer a risk-free option.
David Lerner Associates: How to Retire a Millionaire
The goal of retiring as a millionaire might seem impossible, but with good planning and determination it can be achieved.
Five Smart Retirement Strategies for Entrepreneurs
Retirement is not always top of the list of concerns for entrepreneurs. In fact, nearly 40 percent of small business owners in the U.S. do not have a retirement strategy at all.
David Lerner Associates: 3 Financial Resolutions for your 30s
As the year winds down it is wise to get in financial shape and set goals for the future. There are a few financial milestones you should aim for in your 30s
David Lerner Associates: No Social Security COLA Hike in 2016
Retirees who depend on Social Security and Medicare are in for a disappointing year in 2016. There will be no cost of living allowance (COLA) increase next year.
David Lerner Associates: 3 Retirement Saving Tips
Unfortunately, many Americans approaching retirement are not ready and may have to delay retirement, or work part-time, to meet their expenses.
David Lerner Associates – Long Term Care is Over to You
Only 13 percent of Americans have long term care insurance, just a fraction of those who will need help as they grow older.
David Lerner Associates: Money, Stress and Financial Planning
October is Financial Planning Month. Even though the economy is recovering, money is still the number one source of stress affecting the health and lifestyles of most Americans.