David Lerner Associates: Holiday Credit Card Fraud Alert
The 2015 holiday shopping season is almost upon us. Here are some tips to help avoid credit card fraud and keep your financial data secure this holiday season.
David Lerner Associates: Credit Card Pitfalls
Every year in October bankers visit local classrooms on National Get Smart about Credit Day. The idea is to educate kids about the "credit facts of life."
Five Smart Retirement Strategies for Entrepreneurs
Retirement is not always top of the list of concerns for entrepreneurs. In fact, nearly 40 percent of small business owners in the U.S. do not have a retirement strategy at all.
David Lerner Associates: Financial Planning in your 60s
In order to retire at age 65 you will likely need to have accumulated a sizable retirement nest egg by the time you reach your early 60s.
David Lerner Associates: Financial Planning in your 50s
There are financial challenges in every decade. These three financial resolutions address the challenges that are common in your 50s.
David Lerner Associates: Financial Planning in your 40s
October is Financial Planning month so it is a good time to take stock of your future goals and put plans in place. These three resolutions should be on your list if you are in your 40s
David Lerner Associates: 3 Financial Resolutions for your 30s
As the year winds down it is wise to get in financial shape and set goals for the future. There are a few financial milestones you should aim for in your 30s
David Lerner Associates: Free Financial Planning Tools
Financial Planning Month is a good time to try out some of the apps and software that can help you get your finances in better shape. These free tools should help you keep your finger on your financial pulse.