David Lerner Associates News

5 Personal Finance Tips for Women

25 Jul 2016 - While most financial tips apply to everyone, there are some that are more relevant to women. 90% of women will have to manage their finances on their own at some point in their life, and unfortunately, too many women lack confidence, and may hesitate to take control of their finances.

5 Personal Finance Tips for Women

15 Aug 2016 - While most financial tips apply to everyone, there are some that are more relevant to women. 90% of women will have to manage their finances on their own at some point in their life and unfortunately too many women lack confidence and hesitate to take control of their finances.

American Women in Business

22 Sep 2015 - Nine million companies in the U.S. are women-owned. They employ almost 8 million people and produce $4 trillion in sales. That is a big chunk of the U.S. economy in the hands of capable women.

Cinderella is Personal Finance Lessons

18 Jul 2016 - Although women now control 70% of consumer spending worldwide, when it comes to controlling their finances, the numbers are less encouraging. A recent study by Key Private Bank showed that even among high net worth women, household finances are still predominantly controlled by men.

Closing the Gender Gap in Retirement Planning

9 Dec 2016 - It is no secret that there is a gap in earnings between men and women, and while great strides have been made toward gender equality, how does that translate into retirement preparations?

David Lerner Associate:: Women and Finances

20 Apr 2015 - Women tend to live longer than men, so most women are likely to be responsible for their own financial welfare at some point in life. So it is important for women to understand their financial options.

David Lerner Associates: Financial Challenges Widows Face

8 Sep 2015 - Women in the US are 3X more likely to lose their spouse than men. Becoming a widow at any age can be one of the most challenging events a woman can face.On top of the emotional loss there is also the burden of suddenly handling everything--including all the finances--on your own.

David Lerner Associates: How to Close the Financial Literacy Gap

24 Jan 2013 - 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, but this trend changed course earlier this year.

David Lerner Associates: Beyond Politics - Women and Financial Literacy

23 Jan 2013 - 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.

David Lerner Associates: Does it Cost More to Be a Woman?

15 Jan 2013 - Women face a number of financial challenges that appear to be unique to their gender. These go beyond earnings-an area where, according to the U.S. Census Bureau women still tend to lag behind men, on average - to the area of credit card management and even everyday purchases.

David Lerner Associates: Financially Speaking, Women and Men are Different

13 Jan 2015 - Women have never been in a better position to achieve financial security for themselves and their families.Women need to take advantage of this position and educate themselves about finances.

David Lerner Associates: Gender Gap Extends to 401(k) Plans

23 Jun 2014 - Studies have indicated that a gender gap exists between men and women when it comes to overall financial literacy.

David Lerner Associates: Indexed Universal Life Insurance

22 Jun 2015 - There are several types of life insurance - one that you may not be so familiar with is called Indexed Universal Life Insurance. (IUL)

David Lerner Associates: Lessons from the Richest Women in History

15 Mar 2016 - A recent about the richest women of all time used two interesting factors to decide who made the cut. The women had to have taken an active role in building their fortunes. They compared an individual is wealth to total global economic output at the time. The list includes well-known historical figures such as Cleopatra and Catherine the Great, as well as a few current female billionaires.

David Lerner Associates: Retirement Income Gender Gap

25 Sep 2015 - One of the most important factors is retirement planning is to figure out your retirement income needs. There are many reasons why women are more likely than men to face a retirement income shortfall.

David Lerner Associates: The Gender Gap in Wealth Management

9 Mar 2015 - According to a study that performs research on financial trends in the US, women have made good progress in many areas of financial literacy, but there is still a gender gap when it comes to investment and wealth management.

David Lerner Associates: Women and Asset Protection

18 Aug 2015 - Due to a decision to remain single, divorce or loss of a spouse, many women find themselves having to take charge of their financial affairs.

David Lerner Associates: Women and Estate Planning Basics

13 Mar 2015 - When it comes to estate planning, women have unique concerns. Women live an average of 4.8 years longer than men, so there is a greater chance that they will need their assets to last longer, and they have a greater need to plan for incapacity. It also means that women need to take responsibility for their own estate planning.

David Lerner Associates: Women and Estate Planning Basics

21 Jul 2014 - 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: Women and Money - The Financial Gender Gap

17 Feb 2016 - The World Economic Forum is Global Gender Gap report show that women are worse off this year - the pay gap in the U.S. is now at 64 percent, down from 66 percent a year ago. That means that American women earn two-thirds of what a man does for the same work.

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    Jake Mendlinger
    Account Manager
    Zimmerman/Edelson
    516.829.8374 X 232
    jmendlinger@zimmed.com
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