David Lerner Associates: The Rising Cost of College
Each year the College Board releases its Trends in College Pricing and Trends in Student Aid, a report that shows college expenses and trends in financial aid. The report shows costs are rising in 2014/2015.
David Lerner Associates: Distribution Funds – Putting Revenue on Autopilot
As baby boomers retire, they begin to focus less on accumulating assets and more on how those assets may be converted into an ongoing stream of income. Distribution funds are one way to simplify that method.
David Lerner Associates: Fraud Tips for Older Americans
David Lerner Associates: Fraud Hits Older Americans Hard. Now that the majority of seniors are active online, scammers are targeting them. Here are some tips to avoid falling victim to their scams.
David Lerner Associates: How to Resolve Retirement Income Shortfalls
Without prudent planning and a commitment to saving now to make that happen, millions of older Americans find themselves with an income shortfall.
David Lerner Associates: Community Resources for Older Individuals
January is National Poverty in America Awareness Month. One of the sectors of our society affected by poverty is older Americans. There are many community resources and programs that can help alleviate the problems of poverty.
David Lerner Associates: Financially Speaking, Women and Men are Different
Women have never been in a better position to achieve financial security for themselves and their families.Women need to take advantage of this position and educate themselves about finances.
David Lerner Associates: Mutual Fund Basics
There are many mutual funds to choose from. The two most common types are stock mutual funds and bond mutual funds. Find out more in this article on Mutual Fund Basics.
David Lerner Associates: Retirement Planning Numbers for 2015
Every year the IRS adjusts retirement plans and IRA limits for inflation. Many of the limits eligible for a cost-of-living adjustment (COLA) have gone up for 2015. Some of the key numbers for 2015 are shown here.