David Lerner Associates: Housing Options for Older Individuals
As we grow older many of our needs (and wants) change. Children grow up and move away. Raking leaves from the lawn of the large house purchased 30 years ago to provide space and recreation for a family is probably no longer top of the list of things to do..
David Lerner Associates: Women and Asset Protection
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.
Four Things Women Need to Know about Social Security
The very first retirement benefit check was issued in 1940 and since then women have been relying on Social Security to provide much-needed retirement income.
David Lerner Associates: Property Ownership Issues for Married Couples
When you get married there are many financial issues that should be discussed and resolved. How to structure ownership of property is one such issue.
Teaching Your College-Age Child about Money
Now that they are heading off to college your children need more knowledge about money. They will be on their own and handling their own finances - probably for the first time.
Teaching Your College-Age Child about Money
Now that they are heading off to college your children need more knowledge about money. They will be on their own and handling their own finances - probably for the first time.
How to Establish or Increase a Cash Reserve
Cutting back on discretionary spending can help you establish a cash reserve goal sooner and will form a habit that serves you well in future years.
David Lerner Associates:Worker Classification and Taxes
As an employer, whether you are a small business or a Fortune 100 company, the status of a worker can prove to be a thorny question when it comes to taxes.