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.
Are 529 Assets Subject to Medicaid Spend-down Requirements?
Unless future legislation exempts 529 plans from Medicaid rules it would be wiser to assume that these assets could be subject to the state is grasp.
David Lerner Associates: Equity Financing Sources
Every business needs capital either to get started or to fund operations and expansion. Here are some ideas for equity financing sources.
Women and Retirement Planning
National Retirement Planning Week is of particular interest to women. Because their careers are often interrupted to care for children or elderly parents, women may spend less time in the workforce and earn less money than men in the same age group.