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David Lerner Associates: Financial Tools are Just the Beginning

One big worry for many Americans in the prime of life is their financial future - how to pay for their kid is college, when to retire, and whether they will have enough to retire on are major concerns. April is Financial Literacy Month, a good time to reevaluate financial plans and make sure that the calculations those plans are based on are valid.

David Lerner Associates: IRS Data Theft and the Need to Protect your Personal Information

The U.S. Treasury has released a revised and far scarier picture of the cyber-attack suffered by the IRS last year. Initially, it was thought that just over 100,000 people were affected by the incident, but now they are saying it was over 700,000. That raises the issue of online security and the need to protect your information, as well as staying alert to tax scams as we head into another tax season.

David Lerner Associates: Women Trailing Men in Financial Fitness

Most Americans were affected by the Great Recession, and the thought of another future financial shock makes us very uneasy. Women are particularly vulnerable, says a study from FINRA, 2012 National Financial Capability Study, and it is taking a toll on their lives with higher stress levels, reduced productivity, and decreased well-being. Only 37% of the women surveyed were rated financially fit as opposed to 45% of men.

The Key to Understanding Your Finances

Fortunately, understanding your finances is not as daunting as it might sound. It comes down to understanding some key elements, definitions, and numbers that make up the sum total of your financial life. Here are the things you will need to know in order to get a good picture of your fiscal health and help you understand your finances.

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