David Lerner Associates: Financially Speaking, Women and Men are Different
Women today have never been in a better position to achieve financial security for themselves and their families. What financial course will you chart?...
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: Women and Estate Planning Basics
When it concerns estate planning females have unique concerns. The fact is that women live approximately 4.8 years longer than men....
David Lerner Associates: Gender Gap Extends to 401(k) Plans
Studies have indicated that a gender gap exists between men and women when it comes to overall financial literacy....
Women and Wealth Management: Is There a Gender Gap?
A new study conducted by Boston Consulting Group indicates that women believe they receive a lower quality of wealth management service than men do.Over half (55 percent) of the women who responded said their wealth manager could do a better job of advising them than...
Investing Basics: What You Should Know
This is the fourth in the series of articles discussing financial literacy and what this means for Americans in the 21st century. Once you have earned money there are four main things that you can do with it: Spend it, save it, invest...
David Lerner Associates: Should Muni Bonds Be Held in Retirement Accounts?
When considering what kinds of investments should be held in their retirement portfolios, many people usually do not think about municipal bonds....
David Lerner Associates: Gender Differences- does it cost more to be a woman?
Does it cost more money to be a woman in the U.S. today than it does to be a man? A study conducted earlier this year by the FINRA Education Institute suggests that in a couple of areas the answer may be yes....
David Lerner Associates: How to Close the Financial Literacy Gap
One of the most concerning findings of the Financial Finesse study is a reversal in what was a positive trend with regard to women paying off credit card debt. Between 2009 and 2011, women made steady progress in paying off credit card debt in full,...
David Lerner Associates: Beyond Politics – Women and Financial Literacy
There is one topic some people say has not received a lot of attention from either party during the political season -- the "gender gap" between men and women when it comes to financial literacy....