David Lerner Associates: Making Portfolio Withdrawals
When planning for retirement income you will need to determine your portfolio withdrawal rate, decide which retirement accounts to tap first, and consider the impact of required minimum distributions.
David Lerner Associates: Healthcare Considerations for Older Americans
At any age health care is a priority. Older Americans tend to focus more on health care than ever before. Staying healthy is your goal, and this can mean more visits to the doctor for preventive tests and routine checkups.
Older Americans Month: Retirement Basics
It is a well-known fact that the majority of Americans have not planned for their retirement. Research from the Insured Retirement Institute shows that only a third of Baby Boomers are confident their savings will last throughout all their retirement years
Checklist for Older Americans Nearing Retirement
The first wave of the 75 million baby boomers in the US has already reached retirement age, and it is not too far off for the rest.
Are You Ready to Retire?
The question is actually more complicated than it first appears because it demands consideration on two levels - emotional and financial.
Understanding Social Security
Social Security is now much more than just a retirement program. Its scope has expanded to include other benefits as well, such as disability, family, and survivor is benefits.
David Lerner Associates: Social Security Decisions
As you near retirement when to claim your Social Security benefits is one of the biggest decisions youll need to make. With pensions disappearing Social Security remains the major source of guaranteed lifetime retirement income for most Americans.
David Lerner Associates Plans for 24th Long Island Police Appreciation Run
This annual charity event has supported Long Island police officers and their families for over 20 years.