David Lerner Associates: Seven Things You Might Not Know About Medicare
You probably know that Medicare is the federal government is health insurance program for Americans who are 65 years of age and over.
David Lerner Associaties: Are You Robbing Retirement to Pay for College?
Many families today are faced with two competing long-term financial goals: saving for retirement and saving for their children is college educations.
David Lerner Associates: Will Social Security Support You In Retirement?
Since it was originally established in 1935 under the administration of Franklin D. Roosevelt, Social Security has undergone a number of revisions that reflect changes in the make-up of American society.
David Lerner Associates: Should You Take A Lump Sum Pension Offer?
Recently, some large U.S. companies have offered to buy out the pension benefits of their workers and retirees by giving them one-time, lump-sum payments instead.
Retirement Planning Strategies For Each Stage of Your Life
Retirement planning is not an isolated, one-time event - something that you do once in your life and then just put on cruise control. It should be an ongoing process that changes and evolves as you move through the various stages of your life.
Can You Live Off Interest During Retirement?
When it comes to retirement planning, the goal of some people is to build up a large enough nest egg so that they can live off of the interest earned by their investments and not have to withdraw their principal during retirement.
Retirement Planning Basics – It is Up to You
Perhaps nothing epitomizes a national shift toward personal financial responsibility more than the changes that have occurred in the realm of retirement planning
Why Retirement Planning Should be Your Financial Priority
How soon should one start planning for retirement? The answer is now. It is not a matter of fatalism or "accepting of the inevitable" -- it is a question of actually having a comfortable and secure retirement in place by the time you arrive there.
Four Important Retirement Decisions
During the years leading up to and immediately following retirement, retirees and near-retirees have a number of important decisions to make.
David Lerner Associates: Inheriting a Retirement Account
Inheriting a retirement account can feel like winning the lottery. That is the good news. The bad news is that not following the hard-and-fast rules governing inherited retirement accounts can result in much of that windfall going to the taxman.