Optimizing Your Social Security Retirement Benefits
Optimizing your Social Security retirement benefits means getting the best return possible on each dollar you have contributed to the system over the years
Moving from Work to Retirement
As you near retirement age there are a lot of decisions to be made. The most important one is whether you can afford to retire, and if so, at what age?
Retirement Plan Considerations at Different Stages of Life
Although it may not seem so at the start of your career retirement planning should always be a major part of your financial plan.
Financial Aid: 529 Plans and Your Familys Future
If thinking about joining a 529 plan, or if an account is already in the cards, understanding more about how 529 funds will affect a child is chances of receiving financial aid is a smart move.
David Lerner Associates: Key Issues for Older Americans
While retirement is generally something to look forward to there is also the concern about the cost and availability of health care and the worry about what might happen if one becomes unable to live and care for oneself independently.
Retirement Income: The 3-Legged Stool
Retirement income has been described as a "three-legged stool" composed of Social Security, traditional employer pension income and individual savings and investments.
David Lerner Associates: 4 Myths and Facts about Social Security
Social Security is an important source of retirement income for most Americans. But it may be unwise to rely too heavily on Social Security, because to keep the system solvent, some changes will have to be made to it
Retirement Savings Challenges for Women
While women have more opportunities than ever before they often face unique obstacles that can make saving for retirement a challenge
David Lerner Associates: Saving for Retirement
With thousands of investment possibilities and the complex rules governing retirement plans, most people do not even know where to begin.
David Lerner Associates: Social Security Survivors Benefits
Although planning for what happens to your estate and your assets after you die is not something anyone likes to think about, it is a necessary part of one is financial planning.