David Lerner Associates News

Can you Live on Social Security In Retirement?

3 Apr 2023 - Living on just a social security check when you are retired can be a challenge, especially if you have not saved enough money for your golden years.

Social Security in Your 60s

6 Mar 2023 -

Once you reach your 60s most people start to slow down. Retirement is almost upon you and it is time to enjoy the years you have left.

The COLA and What it Really Means for 2023

25 Jan 2023 -

2022 has been a tough year. The cost of living increased and inflation hit all-time highs and money is the top source of anxiety for folks in the United States.

How to Plan a Retirement Budget

31 Oct 2022 - The cost of living plays the biggest role in how far you can stretch your retirement income.

How to Maximize Your Social Security Benefits

26 Sep 2022 -

Retiring is a big step and it takes a lot of hard work to be able to retire completely

Divorce and Social Security

28 Feb 2022 - When you are planning on retirement you may be thinking about the rest of your life and what is in store for you.

Can You Live on Social Security Alone?

14 Feb 2022 -

Retiring and relaxing is not something you can do if you don’t have money.

Retiring in 2022

5 Jan 2022 -

There have been some positive outcomes from the pandemic - one of them is the change to doing business online instead of in-person

Redesigned Social Security Statements and Benefit Information

20 Dec 2021 -

One important factor in retirement planning is knowing how much your Social Security check is likely to be.

Social Security and the Cost of Living in Retirement

13 Dec 2021 - If you are getting near the age where retirement is around the corner, you’ll most likely have Social Security on your mind.

Rethinking the Four Percent Rule for Retirement Withdrawals

3 Dec 2021 -

For many years retirees have been advised to take a four percent withdrawal from their retirement savings.

Middle Class Retirement Security in Peril

17 Nov 2021 -

Most Americans look forward to their retirement, but two recent studies warn that the middle-class vision of a comfortable retirement is under threat

Social Security's Uncertain Future: What You Should Know

22 Oct 2021 - Social Security is a pay-as-you-go system, which means today's workers are paying taxes for the benefits received by today's retirees.

Social Security and Coronavirus

29 Jun 2020 -

Boomers and those who receive Social Security could be concerned about receiving their monthly checks given the economic downturn due to the coronavirus.

Safeguard Against Recession

28 Oct 2019 -

Research from leading economists in the United States suggests we could be headed for another recession in the near future.

Social Security Changes in 2019

7 Oct 2019 -

There have been some changes to Social Security, and there will be more over the next few years. People saw a rise in the amount they receive each month 

COLA, Social Security, and Tax 2019

24 Jun 2019 -

The 2019 Social Security COLA increase is the largest the country has seen in seven years. It sees a windfall of about $468 a year for a fifth of Americans

Social Security Increase

6 Feb 2019 -

The Social Security increase amounts to 2.8 percent, a $40-per-month increase on average, and will be the biggest adjustment to Social Security payments in the past seven years

Timing is Everything When it Comes to Social Security

1 Aug 2018 -

Retirees and future retirees depend on income from Social Security to help provide a financially comfortable lifestyle. when you decide to take it makes all the difference

Tips to Increase Social Security Benefits

27 Feb 2018 -

Your Social Security benefit at full retirement age is based on your highest 35 years of earnings

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