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: 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.