A Sure Thing? Not So Fast.
At some point in our lives most of us have heard a pitch for some kind of investment or money-making opportunity that was billed "a sure thing." If you are ever approached with such an opportunity, the best advice is usually to run, not...
Enjoy Your Labor Day!
Next Monday, Americans will celebrate Labor Day for the 130th time since the holiday was first recognized in 1882. The holiday marks the unofficial end of summer, and it is celebrated by many people with parades, picnics, cookouts and trips to the beach or...
Make Some Mid-Year Financial Resolutions
Lots of us make New Years Resolutions, but they are a distant memory for many people by this point in the year. If this sounds familiar to you, now might be a good time to make some fresh financial resolutions...
Retirement Planning Strategies For Your 30s
This is the third in a series of articles detailing retirement planning strategies for individuals at each stage of their life....
Retirement Planning Strategies For Your 20s
This is the second in a series of articles detailing retirement planning strategies for individuals at each stage of their life....
Helping Your Children and Grandchildren Financially
One less-publicized effect of the Great Recession has been the increasing numbers of parents and grandparents who are helping their kids and grandchildren financially....
Planning a Summer Vacation with Your Kids and Grandkids
Summer vacations provide a special opportunity for grandparents to spend quality time with their grandchildren. Here are five summer vacation planning tips to help you create family memories that will last a lifetime...
Giving Your Kids or Grandkids a Good Financial Start
Many Americans consider a college education to be one of the most important factors to getting a good job and helping ensure financial security. But the dream of a college education is becoming harder to reach for more Americans as college tuition costs continue to...
Retirement and the American Dream
In essence, the American Dream is that anyone who has a goal and works hard can make it. David Lerner Associates believes that one part of that dream is that after you have worked hard for 25 or 30 years you should be able...
Why Zero Coupon Bonds Can Add Up To Much More Than Zero
Zero coupon bonds (sometimes called zeroes for short) have been around for 30 years. Due to their unique structure and characteristics, zeroes remain an attractive investment option for many individuals....