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.
David Lerner Associates: The Economic Rebound
It is been nearly six years since the official end of the Great Recession. Now, finally, Americans have reasons to feel upbeat about their financial prospects. Key economic indicators are signally progress for the US economy..
David Lerner Associate:: Women and Finances
Women tend to live longer than men, so most women are likely to be responsible for their own financial welfare at some point in life. So it is important for women to understand their financial options.