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.
David Lerner Associates: Misconceptions and Realities about Social Security
There is no doubt about it, Social Security is an essential source of retirement income for most Americans. More than nine out of ten people age 65 and older obtain Social Security advantages.
David Lerner Associates: Are You Planning to Work During Retirement
As employees near retirement age, more and more plan to work at least some of the time during the course of their retirement years.
David Lerner Associates: Should You Pay Off Your Debt or Save for Your Retirement?
Like many people, you may be torn between paying off debt and the need to save for retirement. Both are vital.
Planning to Work During Retirement
As employees near retirement age, more and more plan to work at least some of the time during the course of their retirement years.
David Lerner Associates: Three Potential Retirement Plan Options for Small Businesses
Many small business owners think that they ca not afford to offer a retirement plan to their employees. However, this often is not the case.
David Lerner Associates: Review Common Retirement Planning Mistakes
And about half of Americans say they are actively saving for retirement, with about one-third saying they have not saved any money yet for their future retirement.