David Lerner Associates: A Retirement Income Roadmap For Women
It is essential to become involved in retirement planning even if you are married. Many women end up single at some time in their lives due to divorce or death of a spouse.
David Lerner Associates: Important Documents You Need for Estate Planning
There are five estate planning documents you may need, despite your age, health, or wealth. Read more about those documents and important estate planning tips.
David Lerner Associates: How to Organize Your Finances After Your Spouse Passes Away
Losing a spouse is a stressful transition. And the added stress of having to settle the estate and organize finances can be overwhelming. Fortunately, there are steps you can take to make handling these kinds of issues less difficult.
David Lerner Associates: Life Insurance as an Asset
Life Insurance does not have to be an expense. It can be viewed as an asset that will eventually provide a return on your investment.
David Lerner Associates: A Primer – Understanding Different Types of Life Insurance
Life insurance is different from most other types of insurance like health, car and homeowners insurance in at least one key respect: It covers against an event that is certain to occur at some point in time - the policyholder is death.
David Lerner Associates: Reasons Why Women Require Life Insurance
Women have more financial responsibilities now more than ever before. Whether you are single, married, employed, or a stay-at-home mom, you most likely need life insurance.
David Lerner Associates: Taking Care of Your Aging Parents (Part 3)
The last article in our 3 part series, focuses on the financial aspects of caring for aging parents.
David Lerner Associates: Taking Care of Your Aging Parents (Part 2)
This is Part 2 of a 3 part series on taking care of your aging parents. This time we will be focusing on different types of support available for your parents as well as yourself.