David Lerner Associates: The Pros and Cons of Robo-Advisors
A robo-advisor, or automated investment service, is an online wealth management service that provides automated, algorithm-based portfolio management advice without the use of human investment advisors. Sounds impressive, but what are the benefits versus the drawbacks?
David Lerner Associates: Financial Goals for 2016
With 2015 coming to an end, many Americans are taking stock of their accomplishments of the past year and setting goals for the coming 12 months. Here are some ideas to help achieve your financial goals this year.
David Lerner Associates: 2016 Financial Planning Checklist
As we near the end of the year it makes sense to start planning for the New Year. Here is a Financial Planning checklist you can use to prepare for 2016.
Retirement Planning Tips for Entrepreneurs
It is never too late to start being retirement-savvy. And while the sometimes unpredictable nature of small business can make your monthly financial planning, well, unpredictable, here are some steps you can take to gain control of your retirement plan.
December is National Write-A-Business-Plan Month
The end of the year is just around the corner now, and if you catch yourself thinking about where the time has gone, this is a perfect opportunity to get a head start on your New Year is resolutions, and plan for the year ahead.
David Lerner Associates: Women and Work
Why salary, benefits and work-life balance count. Now that women make up a large part of the workforce it is important for women to take charge of their career path and financial rewards.
Comparison of College Savings Vehicles
A comparison of all the college savings vehicles available.
Advanced Estate Planning Concepts for Women
On average, women live longer than men, so they will probably have a much longer retirement period that they will have to fund. It also means that if you are married, you will likely inherit your spouse is estate and have the last word about the final disposition of all of the assets you have accumulated during your marriage.