David Lerner Associates: Social Security and Medicare
Many Americans now choose to continue working after age 65. Some do it for financial reasons and others because they just do not feel ready to retire.
David Lerner Associates: The 2014 Social Security Trustees Report
The financial projections in this report indicate that even though the trust fund that finances Medicare is hospital insurance coverage will remain solvent until 2030 (four years beyond last year is projection), steps need to be taken to address Medicare is financial challenges.
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.
David Lerner Associates: Speaking to your aging parents about their finances
Speaking to your parents about money is usually complicated, particularly when the money you are talking about is theirs. Here are some tips to help you through this process.
David Lerner Associates: Social Security and Divorce
If you want to qualify for one half of your ex-spouse is Social Security benefits, there are certain requirements which must be met.
David Lerner Associates: "Qualified plan" – What does it mean?
There are numerous different types of qualified plans, but they all fall into two categories. The advantages you receive from the plan depend upon investment performance.