David Lerner Associates: Taking Care of Your Aging Parents (Part 1)
Your parents need you, and you need help. This is the first of our 3 part series on caring for your parents as they get older.
David Lerner Associates: The difference between a power of attorney and a durable power of attorney
What are the differences between power of attorney and a durable power of attorney? Find out here.
David Lerner Associates: Speaking to your aging parents about their finances
Speaking to your parents about money is usually complicated, particularly when the money you are talking about is theirs. Here are some tips to help you through this process.
David Lerner Associates: Helping pay for your Grandchildrens education
Tuition payments made directly to a university are not considered taxable gifts, no matter how large the payment. But this is true only for tuition, not room and board, books, or fees. Find out more...
David Lerner Associates: Social Security and Divorce
If you want to qualify for one half of your ex-spouse is Social Security benefits, there are certain requirements which must be met.
David Lerner Associates: Determining net worth
The initial step in the financial planning procedure must be to determine your net worth. Once you figure out your net worth, you will begin mapping out your financial future.
David Lerner Associates: Providing Lifetime Income with Immediate Annuities
Immediate annuities offer a financial alternative to assist in meeting retirement income needs by offering a steady stream of income tailored to continue through retirement.
David Lerner Associates: "Qualified plan" – What does it mean?
There are numerous different types of qualified plans, but they all fall into two categories. The advantages you receive from the plan depend upon investment performance.